PlanYear Resources

Check out the latest resources coming from PlanYear
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

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

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.

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 ...