TEST Impersonator

User type

Brokerage type

Changes reload the page so the widget picks up the new identity. Each persona uses a separate email, so completion data tracks them as distinct users in the admin.

Meet Scout

Your AI-powered Plansight assistant. Ask anything about RFPs, quoting, presentations, and more.

Live Demo

Try asking Scout a question

Click the chat icon in the bottom-right corner to start a conversation. Here are some ideas:

How do I create an RFP?
How do presentations work?
How do I upload a census?
What is community-rated quoting?
How do I add a new carrier?