The ShiftShapers Podcast

EP #431: RFPs: Help is on the way – with Spencer Smith

November 21, 2022 David Saltzman Episode 431
The ShiftShapers Podcast
EP #431: RFPs: Help is on the way – with Spencer Smith
Show Notes

The topic of this week's episode is how Plansight is innovating the RFP process in exciting ways. 

Everyone despises RFPs, and anyone who doesn't has probably never had to complete one. Together with Spencer Smith, Plansight's SVP of Sales, and the host of the Self-Funded With Spencer podcast, we discuss the main pain points that every agency faces during this process and introduce Plansight's cutting-edge solution to these issues.

What You’ll Learn From This Episode:

1:55 Spencer talks about the topics they cover on his podcast.

4:15 The main issues that every agency has with the RFP procedure and the solutions Plansight provides to address them.

6:59 Spencer explains Plansight's approach to addressing the issue of bias in the auction process.

12:23 How they're dealing with regional differences.

13:30 How the system benefits brokers and how they are equipped to use it.

16:25 The top-notch deliverables and the various methods of presenting them to the clients. 

20:15 Plansight has a promising future now that insurance companies are embracing technology.

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