PlanYear Resources

Check out the latest resources coming from PlanYear
WEBINARS

Webinar: Introducing PlanYear's Intelligent Drafting

PlanYear's Latest Feature Release... Integrated directly into PlanYear's email tracking capabilities, Intelligent Drafting is your dedicated partner ...

WEBINARS

Webinar: How to Set-Up and Use PlanYear's Account Log

Stop losing track of client communications and duplicating efforts across your team. Join our webinar to learn how to set up and use PlanYear's ...

CASE STUDIES

JDM Benefits: How to Win BoRs with PlanYear

When competing for business in tech-forward markets, you're often up against brokers with sophisticated technology solutions. JDM Benefits faced this ...

CASE STUDIES

How Apex Benefits Partners doubled their client capacity with PlanYear

95% faster benefit guide creation: From more than a week to less than an hour 75% reduction in manual data entry: An AI assistant for the entire ...

WEBINARS

Webinar: Introducing Custom Proposal Templates

Learn how to create client-ready proposals in seconds. Our new feature lets you create custom templates and export directly from PlanYear.We'll cover ...

WEBINARS

Webinar: Onboarding Employers Made Easy

We’ve made major improvements to help you onboard clients faster than ever and we’re hosting a live webinar to walk you through it all! We’ll go over ...

CASE STUDIES

How Ames & Gough uses AI to create benefit guides 50% faster with PlanYear

Ames & Gough wanted to provide a first class employee experience, but premium solutions such as custom benefits microsites were typically costly ...

WEBINARS

Webinar: Introducing PlanYear's AI Assistant for Carrier RFPs

What if you could draft, send, track, and automatically follow up on RFPs through one consolidated, AI-powered dashboard? Introducing PlanYear's AI ...

VIDEOS

Video: PlanYear Announces Comprehensive Support for Small Group Clients

Watch this brief video to learn about PlanYear's support for small-group clients.