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Planyear helps you turn hours of manual processes into time better spent on higher impact work. Discover how BEACON, SAGE, and our intelligent features create a modern benefits practice where technology handles the grind and you handle the strategy.
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Platform
BEACON serves as your command center for modern benefits consulting—a unified platform where every workflow, document, and client interaction flows seamlessly together. Built on advanced AI architecture, BEACON doesn't just digitize your existing processes; it fundamentally transforms how benefits work gets done.
Outshines Every Point Solution
Point solutions solve point problems. BEACON solves the real challenge: turning complex benefits operations into a competitive advantage. While others patch together disconnected tools, BEACON's AI-native architecture learns your business, anticipates your needs, and amplifies your expertise across every client touchpoint.
Unlike generic systems, BEACON understands the nuance of your industry. It’s tailored for compliance-heavy, high-touch work—and keeps getting smarter over time.
BEACON coordinates the flow of information across your ecosystem—so you can ensure internal teams, carrier partners, and clients stay aligned and informed.
Whether you're managing small group, large group, or any combination of both, BEACON flexes with your firm. Add new employers, plan types, ancillaries, or perks without rebuilding your workflows.
vs Point Solutions
We want to learn more about how you’d like to start transforming your firm with AI and then show you how Planyear can lead the way.
Contact Our TeamGet deeper insights into our solutions, our thinking, and the future of AI from our webinars, videos, whitepapers, and articles.
Browse Our Resources PageSAGE is your always-on AI assistant—trained for the benefits world and tuned to your unique workflows. From proposal prep to renewal planning, SAGE coordinates all the specialized BEACON agents to bring you insights, draft messages, answer questions, and clear the noise.
Consumer AI waasn’t built to handle the complexity and security needs of the benefits industry. SAGE can. Designed by and for benefits professionals, SAGE empowers you with contextual intelligence, operational memory, and actionable outputs.
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Your SAGE assistant understands your clients, carriers, and plans—because it’s plugged into your platform. No more one-size-fits-all answers.
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Need a follow-up note? A plan comparison? A way to describe your renewal strategy? The Planyear SAGE drafts them with clarity and nuance—and learns from your preferences.
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Every interaction helps your SAGE refine how it supports your team—without sharing data outside your private, secure environment.
AI isn’t useful unless it’s usable. Planyear’s platform is packed with intelligent features that make every workflow faster, every document smarter, and every insight easier to act on.
Call to action ??????Each feature inside BEACON was designed to solve real-world challenges benefits teams face every day. These tools don’t just save time—they elevate the way you serve, strategize, and scale. Learn how they work, what they replace, and why your team won’t want to go back.
