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A FULL LIFECYCLE BENEFITS EXPERIENCE

An AI Assistant
to Draft Answers to Client Questions
To Write RFP Responses
to Calculate Contribution Strategies
To Automate Plan Spreading
to Draft Answers to Client Questions

Grow your book of business while reducing operating costs - designed for benefits consultants, employers and employees in the modern workplace.
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Let PlanYear do the heavy lifting so you can focus on deepening relationships with your clients.
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For Benefits Consultants

Scale Benefits Consulting Reduce Administrative Overhead
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The Employer Experience

Empower Employers with customization and access controls
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The Employee Experience

Enable a full self-directed benefits experience with embedded human support and guidance
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