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!