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

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JDM Benefits: How to Win BoRs with PlanYear

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

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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 ...

WEBINARS

Webinar: The PlanYear AI-Powered RFP Responder

February 28, 2024

Watch Now On Demand

PlanYear, a leading innovator in the employee benefits industry, is proud to introduce its latest technological marvel: the AI-Powered RFP Responder. ...