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:

Get the Case Study 

Other Resources

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 ...

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 ...

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 ...