About us

Benefits Consultants and Technologists Who’ve Been There

We’ve successfully made the journey from old processes into the age of AI, driven by the frustrations of the industries to help others navigate the same path with confidence and clarity. We’re not outsiders selling change—we’re partners who’ve lived it.

See our open roles

Founding Story

We started Planyear because we were tired of the daily grind of benefits consulting being harder than it had to be. We’d seen the same problems over and over—carrier documents that never matched, hours lost reformatting data, clunky tools stitched together just to get through renewal season. The technology that was supposed to help us only slowed us down. So instead of waiting for someone else to solve it, we built what we wished we’d had all along.

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Our Mission

Planyear exists to give consultants their time back, so they can give their clients their best. Every decision we make, every feature we build, starts with that simple goal: reduce the administrative burden, remove the roadblocks, and open up space for consultants to focus on relationships, strategy, and growth.

Our DNA

We are equal parts benefits consulting expertise and technology innovation. We’ve sat across the table from clients, managed compliance deadlines, and built strategies under pressure. We’ve also engineered platforms, designed user-first experiences, and worked at the leading edge of AI. It’s this mix—consultant perspective plus technical capability—that makes our solutions practical, powerful, and unlike anything else in the market.

Join Us

We built Planyear to solve the problems we knew too well, and we’re growing with people who share that drive. If you’re energized by simplifying complexity, shaping the future of benefits with AI, and helping consultants reclaim their time, we’d love to hear from you.

Open Roles

Fully Remote  –  Competitive Pay and Benefits  –  Regular In-Person Events

Business Development Representative

Full time, remote possible, United States, Business Development