PlanYear Resources

Check out the latest resources coming from PlanYear
PlanYear RFP Responder
SOLUTION BRIEFS

The PlanYear RFP Responder

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

PlanYear Mobile App
SOLUTION BRIEFS

The PlanYear Mobile App

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

PlanYear RFP Responder
WEBINARS

Webinar: The PlanYear AI-Powered RFP Responder

PlanYear, a leading innovator in the employee benefits industry, is proud to introduce its latest technological marvel: the AI-Powered RFP Responder. ...

How to Use AI to Support Account Management
WEBINARS

How to Use AI to Support Account Management

Don’t let your Account Management teams get bogged down with manual data entry and administrative tasks that negatively impact EBITDA and drive ...

AI in Employee Benefits
WEBINARS

How AI Is Revolutionizing Employee Benefits Brokerages

Everyone is asking the question: What does AI mean for the brokerage industry? With recent innovations in AI, what used to be considered impossible ...

Case Study
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 ...

Why AMS Systems Fail
WHITE PAPERS

Whitepaper: Why Agency Management Systems Fail

Agency Management Systems have long struggled to add demonstrable value to or increase adoption within the brokerage community. Does this sound ...

Intro to PlanYear Video
VIDEOS

Video: Introduction to PlanYear

Watch this brief video to get an introduction to the PlanYear full lifecycle benefits platform, powered by AI.

SOLUTION BRIEFS

Digital Benefits Guide

If your organization is seeking to offer your employees a benefits microsite, see the difference a modern, digital employee benefits experience can ...