WEBINARS

Webinar: Introducing PlanYear's Intelligent Drafting

PlanYear's Intelligent Drafting

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.
 
Join us on August 6th to learn how you can win back hours in your day, increase client response times and create sanity during the busy season.

Register now!

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Other Resources

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

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 ...

Webinar: Introducing Custom Proposal Templates

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 ...

PlanYear Renewals

PlanYear Renewals

Are you ready to revolutionize the way you create, customize, and present offers and proposals? PlanYear’s Renewal Experience is tailor-made for ...