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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.
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.
Extracts plan data from files into workflow-ready formats—instantly.
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.
Connect every step of your benefits lifecycle without lifting a finger.
Data flows automatically between renewals, proposals, and communications. One update anywhere updates everywhere. Your team stays synchronized while BEACON handles the tedious connections behind the scenes.
Turn chaos into clarity with intelligent data transformation.
Drop in any census file—BEACON corrects errors, standardizes formats, and validates completeness automatically. What used to take hours in Excel now takes seconds, delivering quote-ready data every time.
Surface critical differences between options in seconds.
BEACON analyzes plans side-by-side, highlighting what actually matters—cost changes and coverage gaps. Present insights confidently while clients make informed decisions faster.
Test scenarios in real-time during client meetings.
Adjust contribution strategies and see impacts instantly across all demographics. No spreadsheet prep, no offline calculations. Transform static presentations into dynamic planning sessions that engage clients.
Generate communications that sound like you wrote them.
BEACON knows your plan details and crafts targeted messages using client communication context. Spend minutes refining suggested communications instead of hours writing from scratch—while maintaining your personal touch.
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.
