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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.
Planyear’s SAGE 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 can’t handle the complexity and security needs of benefits. SAGE can. Designed by and for benefits professionals, SAGE empowers you with contextual intelligence, operational memory, and actionable outputs.
Planyear’s SAGE understands your clients, carriers, and plans—because it’s plugged into your platform. No more one-size-fits-all answers.
Need a follow-up note? A plan comparison? A way to describe your renewal strategy? SAGE drafts them with clarity and nuance—and learns from your preferences.
Every interaction helps SAGE refine how it supports your team—without sharing data outside your private, secure environment.
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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.
