WEBINARS

Webinar: Onboarding Employers Made Easy

Onboarding Employers Made Easy

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!

Register Now

Other Resources

Webinar: PlanYear Announces Support for Age Banded Rates

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

What if you could draft, send, track, and automatically follow up on RFPs through one consolidated, AI-powered dashboard? Introducing PlanYear's AI ...

PlanYear CRM

PlanYear CRM

In the dynamic landscape of benefits management, effective communication and streamlined issue tracking are paramount to success. Introducing ...