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SOLUTION BRIEFS

PlanYear CRM

PlanYear CRM

About this Solution Brief

February 9, 2024

In the dynamic landscape of benefits management, effective communication and streamlined issue tracking are paramount to success. 

Introducing PlanYear CRM – a cutting-edge Customer Relationship Management solution tailored to revolutionize how you manage client interactions and track ongoing issues.

Learn more in this Solution Brief.

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Other Resources

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The PlanYear RFP Responder

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PlanYear's AI RFP Responder represents a significant leap forward in how employee benefits brokerages approach RFP responses. Powered by advanced ...

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PlanYear Renewals

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