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 ...

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 ...

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.

PlanYear 2025 Roadmap
WEBINARS

Webinar: PlanYear's 2025 Roadmap Preview

Join us for an exclusive look into PlanYear's 2025 product roadmap where our new AI powered features promise to deliver unparalleled efficiency for ...

WEBINARS

Webinar: PlanYear Announces Support for Age Banded Rates

Join us to see PlanYear's newest functionality: support for age banded rates! In this webinar, you'll learn how you can leverage AI & automation ...

WEBINARS

Webinar: Open Enrollment Strategies - Insights from Leading Benefits Experts

Join us for an informative discussion on optimizing benefits communications during the busy open enrollment season. We're joined by in-house benefits ...