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WEBINARS

Webinar: Onboarding Employers Made Easy

Onboarding Employers Made Easy

May 28, 2025
1 PM EST / 10 AM PST
We’ve made major improvements to help you onboard clients faster than ever and we’re hosting a live webinar to walk you through it all!
We’ll go over the latest features designed to save you time during setup, including:

-Bulk Plan Upload
-Plan Normalization
-Plan Library
-Upload Status Dashboard
-Plan Document Request

Whether you're just getting started with PlanYear or want a quick refresher, this session will show you how to use these updates to efficiently move through your client setup.

Register now!

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Other Resources

Webinar: PlanYear Announces Support for Age Banded Rates

October 7, 2024
Watch Now On Demand

Join us to see PlanYear's newest functionality: support for age banded rates! In this webinar, you'll learn how you can leverage AI & automation ...

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 ...

How to Use AI to Support Account Management

How to Use AI to Support Account Management

September 13, 2023
On Demand

Don’t let your Account Management teams get bogged down with manual data entry and administrative tasks that negatively impact EBITDA and drive ...