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