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

PlanYear Mobile App

SOLUTION BRIEFS

The PlanYear Mobile App

November 18, 2023

PlanYear’s Mobile App is the ultimate solution for streamlined benefits management. Designed to provide transparency and convenience, our app ...

PlanYear RFP Responder

SOLUTION BRIEFS

The PlanYear RFP Responder

November 29, 2023

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

WEBINARS

Webinar: PlanYear Announces Support for Age Banded Rates

October 7, 2024

Watch Now On Demand

Join us to see PlanYear's newest functionality: support for age banded rates! In this webinar, you'll learn how you can leverage AI & automation ...