SOLUTION BRIEFS

PlanYear Renewals

About this Solution Brief

January 26, 2024

Are you ready to revolutionize the way you create, customize, and present offers and proposals?

PlanYear’s Renewal Experience is tailor-made for employee benefits brokers to streamline your workflow, enhance client engagement, and eliminate tedious manual data entry.

Create proposals in a matter of seconds and adjust the contribution strategy in real time.

Learn more in this Solution Brief.

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Other Resources

WEBINARS

Webinar: Introducing PlanYear's AI Assistant for Carrier RFPs

March 19, 2025

On Demand

What if you could draft, send, track, and automatically follow up on RFPs through one consolidated, AI-powered dashboard? Introducing PlanYear's AI ...

SOLUTION BRIEFS

PlanYear Platform

January 8, 2024

PlanYear’s AI-Powered Benefits Platform revolutionizes the entire employee benefits lifecycle. With a commitment to efficiency and accuracy, PlanYear ...

CASE STUDIES

How Apex Benefits Partners doubled their client capacity with PlanYear

June 19, 2025

95% faster benefit guide creation: From more than a week to less than an hour 75% reduction in manual data entry: An AI assistant for the entire ...