CASE STUDIES

Brokerage Improves Employee Experience for Their Clients

In this case study, learn how a leading Bay Area brokerage leveraged PlanYear to decrease employee questions by 50% during open enrollment. With PlanYear, employees reported feeling more informed about their benefits programs and confident that they had the data they needed to choose the right health plan for their needs. Overall, PlanYear significantly improved the employee experience across the brokerage's book of business while reducing their team's workload. Click here to download the full case study:

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Other Resources

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 ...

PlanYear Claims Analytics

PlanYear Claims Analytics

PlanYear Claims Analytics revolutionizes the current state of claims management, providing unparalleled transparency for clients and streamlining the ...

Brokerage Data Security AI

Whitepaper: Ensuring Data Security for Benefits Brokerages in the Age of AI

In the pursuit of streamlining operations, improving client interactions, and overcoming seasonality challenges, brokers have turned to ...