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!