Eliminate manual work & return to relationship building

Accessible Professional-Grade AI for the Benefits Industry

Built with the benefits lifecycle in mind, Planyear combines deep industry knowledge and AI capabilities to give consultants and carriers back what matters most: time for relationships, strategic guidance, and growth.

Explore the BEACON Platform for ConsultantsLearn more about RAPID for Carriers
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Reimagine the Way You Work

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Get Out of the Data Processing Drain

Census files, plan documents, RFPs, and renewals eat the hours that should go to clients and more strategic work. Planyear reads, cleans, and formats all of it so your team doesn't have to.

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And Go From Administrating to Advising and Selling

Plan spreading, quoting, intake, and employee communication flow through one workflow, accurately, so consultants can advise and carrier teams can quote instead of scrubbing.

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To Reclaim Your Strategic Relationships

Freed from spreadsheet and data-entry overload, you deliver the personal attention and strategic guidance clients and partners expect, at every step of the benefits lifecycle.

ONE PLATFORM, EVERY PERSPECTIVE

Built for Both Sides of the Quote

The same plan data, AI, and deep benefits knowledge, applied to the work each side does every day.

A benefits consultant working at her laptop
FOR BENEFITS CONSULTANTS
Win Trust, Save Time, Grow Smarter
BEACON is the command center for modern benefits consulting: plan spreading, marketplace, renewals, client communication, and the employee experience, with your own SAGE assistant trained on every client's benefits.
Explore Solutions for Consultants
 A carrier sales rep shaking hands with a broker partner
FOR INSURANCE CARRIERS
Win More Groups. Keep the Ones You Have.
RAPID turns every RFP into a complete, quote-ready case in your underwriting format, and a branded employee experience tips the RFP your way and keeps the group at renewal.
Explore Solutions for Carriers
Also serving: General Agents Employers & Employees

What Our Customers Say

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“My advice to other insurance firms is simple: if you’re serious about scaling efficiently and standing out from the competition, you should strongly consider Planyear. It’s not just a tool—it’s an operational backbone that allows a small team to perform like a much larger one. The automation, ease of use, and client-facing experience are all top-tier.”

Jeff bastien,  principal & founder

FOR INSURANCE CARRIERS

Take the Pain Out of Intake with rapid

RAPID (RFP Automation, Prioritization, Intake & Data) runs intake in the Outlook inbox your sales team already uses. It reads every RFP the moment it lands, clears every gap with the broker over email, and delivers a complete, quote-ready submission in your underwriting format. Your team reviews exceptions, not every RFP.

  • Every RFP captured and prioritized on arrival
  • Census scrubbed, completed, and formatted for your underwriting system
  • Broker gaps resolved over email, with no portal and no back-and-forth
  • A clean record to your CRM with a full audit trail
The RAPID Outlook add-in reading a census and drafting the broker reply
FOR BENEFITS CONSULTANTS

Choose the

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capabilities you need

BEACON is Planyear’s central platform that connects and enhances all your benefits operations. With intelligent features and your own SAGE assistant, BEACON is the benefits consultant’s guiding light towards a modern benefits experience.
Dive Into BEACONGet Started with a Demo
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Capabilities for the Modern Benefits Consultant

Get the power of your new AI-native solution for your entire benefits lifecycle and work with an AI partner that adapts to your unique business needs while eliminating administrative barriers to growth.

Explore BEACON's Intelligent Features

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.

See Solutions for Benefits Consultants

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.

Learn More About the SAGE Assistant

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.

Explore BEACON's Intelligent Features

Move beyond PDFs to personalized microsites that guide smart decisions 24/7. With interactive plan recommenders, digital ID cards, and mobile-first design, you'll deliver modern benefits that reflect each client's unique culture.

See Solutions for Employers and Employees

Advanced AI capabilities that amplify your expertise, not replace it

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.

Document Intelligence

Instantly extracts data from plan documents and quotes into workflow-ready formats

Workflow Automation

Seamlessly connects plan data across your entire benefits lifecycle

Census Standardization

Transforms messy employee data into clean, accurate formats automatically

Smart Plan Comparison

Highlights key differences between options with AI-powered analysis

Intelligent Drafting

Generates personalized communications using learnings from your plan information and past conversations

Built By Benefits Professionals,
for the Benefits Industry

We've lived your challenges. Decades in benefits taught us exactly where time gets lost and relationships get strained, on the consulting side and the carrier side. Explore our platform capabilities and industry solutions to understand the depth of what we've built. When you're ready, we'll show you exactly how Planyear fits your unique needs.

Get Started with A Demo