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 Assistant for Carrier RFPs: the world's first agentic solution to automate your entire marketing process and save you from the chaos of managing RFPs in an email inbox. In this webinar, you'll learn how PlanYear's AI Assistant for Carrier RFPs can:

Draft, send and automatically follow up on carrier RFPs
Provide a consolidated view into all ongoing RFPs (status, due date, lowest bid, date of last response from carrier)
Automatically spread the data as soon as it is received from the carrier

Join us for an exclusive sneak peek into this cutting-edge technology.

Register now to watch on demand!

Register Now

Other Resources

CASE STUDIES

JDM Benefits: How to Win BoRs with PlanYear

June 23, 2025

When competing for business in tech-forward markets, you're often up against brokers with sophisticated technology solutions. JDM Benefits faced this ...

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 ...

SOLUTION BRIEFS

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 ...