PARTNER RESOURCE CENTER
PlanYear Resource Portal
Access the latest resources from the PlanYear Knowledge Base.
Any questions? Contact us
Product How-To Articles
- PlanYear Knowledge Base Home
- How to Add Employer Benefits
- How to Create Digital Benefits Guides
- How to Set Up Benefits Consultation
- How to Add a New Broker Admin Account
- How to Add a New Employer
- How to Configure Issue Logs
- How to Add Carriers
- How to Add Offers
- How to Add Proposals
- How to Add Claims
- N-Tier Plan Creation and Management Help Guide
- PlanYear Allowlist Instructions
- PlanYear Mobile App Overview
Video Library
Review these videos for brief demonstrations of key features of the PlanYear platform:
- Viewing Plan Information
- Viewing Plan Rates
- The New Hire Checklist
- The PlanYear Mobile App
- The Issues Log
- The "How Insurance Works" tab
- Holidays & Time Off, Family & Leave, Additional Perks, Resources & Support
- Employer Details
- Employer Dashboard
- Shared Documents Repository
- Digital Benefits Guide
- Dates & Eligibility Info
- Claims Analytics
- Billing Information
- Benefits & Wellness, 401k