WEBINARS

Webinar: Introducing PlanYear's Intelligent Drafting

PlanYear's Intelligent Drafting

August 6, 2025

On Demand

PlanYear's Latest Feature Release...

Integrated directly into PlanYear's email tracking capabilities, Intelligent Drafting is your dedicated partner in responding to client and employee questions.

Leverage secure, purpose built AI that is knowledgeable about your unique client data to quickly and accurately draft responses to client questions.

Learn how you can win back hours in your day, increase client response times and create sanity during the busy season.

Other Resources

WEBINARS

Webinar: AI Assistant for Employees

September 4, 2025

1 PM EST / 10 AM PST

For both brokers and HR leaders! PlanYear just announced an AI assistant to answer employee questions 24/7. Every answer is drafted using resources ...

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 ...

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 ...