PlanYear Resources

Check out the latest resources coming from PlanYear
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 ...

Managing Benefits Communications with a Remote/Hybrid Workforce
WEBINARS

Managing Benefits Communications With Remote/Hybrid Workforces

More and more companies are facing the challenge of facilitating effective communications across remote/hybrid workforces. Benefits are no exception. ...

What's Top of Mind for People Teams in 2023
WEBINARS

What's Top Of Mind For People Teams In 2023?

From the complex macroeconomic climate to increasingly hybrid remote/in-person workplaces, 2023 is shaping up to be a unique year. In this PlanYear ...