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Built with the benefits lifecycle in mind, Planyear combines deep industry knowledge and AI capabilities to give you back what matters most: time for client relationships, strategic guidance, and growth.
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Benefits consultants spend too much time on manual tasks that take away from their ability to provide strategic expertise, deepen their client relationships, and provide value to their clients.
Planyear can process and distribute client plan data across your entire workflow seamlessly and accurately—from plan spreading to employee communication—freeing you to focus on higher-impact work.
Freed from spreadsheet and data-entry overload, you can deliver the personal attention, strategic guidance clients expect—while staying fully connected to every step of the plan lifecycle.
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Get the power of your new AI-native dashboard for your entire benefits lifecycle and work with an AI partner that adapts to your unique business needs while eliminating administrative barriers to growth.
Transform weeks of RFP chaos into streamlined market intelligence. BEACON handles the heavy lifting—drafting RFPs, tracking what has been sent and what has come back, and spreading quotes—while you focus on securing the best outcomes for clients.
Turn renewal season from a sprint into a strategic advantage. Real-time collaboration tools and intelligent proposals help you present clear options that drive faster, more confident client decisions.
Keep every conversation organized and every question answered. AI-powered email management and response drafting ensure nothing falls through the cracks while maintaining your personal touch.
Keep every conversation organized and every question answered. AI-powered email management and response drafting ensure nothing falls through the cracks while maintaining your personal touch.
These intelligent tools within the BEACON platform handle the heavy lifting of data processing and document management, freeing you to focus on what matters most: building relationships and delivering strategic guidance. As you go throughout your usual workflows with the benefits of automation, you are building a powerful AI assistant who is trained on all your clients benefits programs.
Instantly extracts data from plan documents and quotes into workflow-ready formats
Seamlessly connects plan data across your entire benefits lifecycle
Transforms messy employee data into clean, accurate formats automatically
Highlights key differences between options with AI-powered analysis
Generates personalized communications using learnings from your plan information and past conversations
