SOLUTION BRIEFS

PlanYear Claims Analytics

PlanYear Claims Analytics

About this Solution Brief

PlanYear Claims Analytics revolutionizes the current state of claims management, providing unparalleled transparency for clients and streamlining the presentation process for brokers. Currently, brokers go through a manual, error-prone process of receiving claims in various formats from different carriers, compiling them into Excel or PowerPoint, and presenting a periodic snapshot to clients.

PlanYear Claims Analytics transforms this by introducing a template-based system that ensures consistent and on-demand access to comprehensive claims data.

Learn more in this Solution Brief.

Register to Download

Other Resources

Case Study

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 ...

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 ...

PlanYear Renewals

PlanYear Renewals

Are you ready to revolutionize the way you create, customize, and present offers and proposals? PlanYear’s Renewal Experience is tailor-made for ...