Your AI Powered Benefits Assistant.
Back-office processes and client support can bog down benefits consultants throughout the year. PlanYear’s AI powered assistant can automate the tedious tasks while your benefits consultants focus on strategy and building strong relationships.
From PDFs to Plan Designs - Instantly
Stop wasting hours manually copying / pasting and formatting from manual PDFs and spreadsheets into slides. Leverage PlanYear’s AI document ingestion engine to transform plan documents into beautiful digital renderings and save hundreds of hours per plan year.
Embedded employee support
Let PlanYear enhance your value proposition and scale your employee support at the same time. PlanYear's AI powered benefits assistant is trained on your clients' unique benefits programs and can answer 90% of employee questions without human intervention, any time, day or night.