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WEBINARS

Webinar: How to Set-Up and Use PlanYear's Account Log

How to Set-Up and Use PlanYear's Account Log

July 16, 2025
Noon EST / 9 AM PST
Stop losing track of client communications and duplicating efforts across your team.
 
Join our webinar to learn how to set up and use PlanYear's Account Log – the CRM solution built specifically for benefits professionals.

What We Will Cover:
-Automatic Email Integration: Learn how the Account Log captures all client interactions in real-time.
-Ticket Management: Review best practices for tracking client inquiries.
-Account Log Analytics: How to leverage PlanYear’s account log analytics dashboard to view key metrics.

Register now!

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Other Resources

Webinar: Introducing PlanYear's Intelligent Drafting

August 6, 2025
1 PM EST / 10 AM PST

PlanYear's Latest Feature Release... Integrated directly into PlanYear's email tracking capabilities, Intelligent Drafting is your dedicated partner ...

PlanYear Renewals

PlanYear Renewals

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 ...

Webinar: Introducing Custom Proposal Templates

June 25, 2025
1 PM EST / 10 AM PST

Learn how to create client-ready proposals in seconds. Our new feature lets you create custom templates and export directly from PlanYear.We'll cover ...