PlanYear Resources

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

Most brokerage teams are drowning in manual processes. But few have figured out how to break free from the spreadsheet prison. Whether you're ...

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 ...

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 ...

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

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

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

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

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 ...