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We’ve designed an implementation process that respects your team’s time while ensuring long-term success. From your first kickoff to full platform rollout, we tailor each step to your goals, your structure, and your go-live timeline–so your team gains value from day one.
Every implementation includes expert guidance, focused training, and hands-on support. Here’s how we help you get up and running—with confidence.
We handle the technical setup of your Planyear environment and user permissions. Then we schedule guided, role-based training sessions so your team can explore the platform’s capabilities with purpose—not guesswork.
Once your initial implementation team is comfortable, we expand access to your full organization. Our comprehensive training covers every part of the platform—from renewals and ID cards to billing, employee benefits portals, and account management.
Upload carrier quotes, SBCs, or plan summaries —BEACON extracts every detail automatically. No manual entry, no formatting headaches. Just clean data flowing seamlessly into your workflows, saving hours on every client.
Your team gets continued access to our searchable knowledge base, recorded training, and live check-ins. Whether it’s your first renewal cycle or your fiftieth, we’re here to help you maximize every feature.
Timeline goals and metrics/vision for success
A tailored setup and rollout plan
2–4 weeks for mid-sized teams
A willingness to rethink current workflows
Guided trainings & ongoing coaching
Up to 6–8 weeks for large or complex orgs
Questions, goals, and use cases
A platform built to evolve with you
Custom timelines available by request
Start by adding basic details about your client company—name, contacts, benefit year, and benefit classes. This sets the foundation for plan setup and your client’s employee benefits portal.
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Whether you decide to begin with going to market with carriers or setting up your client’s employee experience, you’ll want to upload your core lines of coverage. With BEACON you can:
• Bulk upload SBCs or Plan Summaries
• Request and track SBC/Plan Summaries directly from carriers
You’re ready to get started! Send and track carrier RFPs, compare carrier quotes, and finalize your plan strategy—or publish your employee-facing benefits information into the Employee Benefits Portal when you’re ready.
