Planyear’s Beacon platform consolidates your entire benefits workflow with the power of accessible AI, directing the speed and accuracy of AI agents and assistants trained specifically on benefits scenarios and contexts to help you eliminate the manual aspects of your work so you can focus on relationship building and strategic guidance.

Planyear’s BEACON platform brings clarity and automation to benefits communication. By combining intelligent document processing, connected workflows, and an AI assistant tuned to benefits, BEACON removes the manual work behind guides and employee questions—so HR and consultants can deliver a modern experience and focus on higher-value conversations.

Learn how you can win back hours in your day, increase client response times and create sanity during the busy season.

Learn how Apex doubled their capacity without adding staff. They've transformed their brand perception. And they've done it all by choosing the right technology partner.

Learn how Ames & Gough reduced benefit guide creation time by 50%, allowing their lean team to meet demanding deadlines across client accounts. Clients responded with enthusiasm, reporting they were “extremely happy with the collaboration,” while employees engaged with the new digital guides at unprecedented levels.

What's new in AI for 2025 and why it matters to your practice: tools that work immediately, models that improve weekly, and a clear path from automation to growth.

Join us for this webinar as we introduce PlanYear's AI Assistant for Carrier RFPs: the world's first agentic solution to automate your entire marketing process and save you from the chaos of managing RFPs in an email inbox.

What changed in AI in 2024 (beyond the hype), how it's affecting renewals and employee experience right now, and what brokers should watch heading into 2025.

In this webinar, join us for an exclusive look into PlanYear's 2025 product roadmap.

We're excited to announce a significant enhancement to the PlanYear Benefits Platform: support for age-banded rates. This new feature empowers brokers and employers to navigate the complexities of health insurance pricing with greater precision and flexibility, especially in markets where age-banded rates are prevalent for smaller employers.

Learn how JDM provides an elevated employer and employee experience that creates genuine stickiness, helping Jamie to win and retain business.

Financial stress narrows people's focus when choosing benefits. In this blog. learn what benefit consultants can do to help their clients navigate the current landscape.

PlanYear’s AI-powered comparison engine instantly analyzes benefits plans, surfacing differences that matter to your clients.

Thinking about building your own AI? The hidden costs of model drift, ongoing fine-tuning, and keeping up with thousands of changing carrier documents - and whether it's worth it.

Financial stress narrows people's focus when choosing benefits. In this blog. learn what benefit consultants can do to help their clients navigate the current landscape.

Learn how JH Berry Risk Services freed themselves from document formatting to focus on strategic client consultation. Error rates plummeted to near zero thanks to automated data extraction. Clients raved about the modern, professional benefits experience their employees received.

We're excited to announce a significant enhancement to the PlanYear Benefits Platform: support for age-banded rates. Learn more in this blog.

In this webinar, learn how you can leverage AI & automation to reduce the manual work associated with managing smaller clients

In this webinar, we provide an informative discussion on optimizing benefits communications during the busy open enrollment season.

Before you roll out AI to employees, read this: what hallucinations really are, the questions your vendor should answer, and how to tell if your AI was trained on real benefits data.

In this blog, learn why menopause benefits are creating a buzz in the employee benefits industry.

How AI moves the bottom line - with real numbers from benefits teams and beyond. Less time retyping carrier data, faster renewal cycles, impact you can measure.

In this blog, learn why employee benefits brokerage teams struggle to achieve ROI on technology investments.

Learn about PlanYear Data Loss Prevention or DLP, which prevents sensitive information from being shared without the appropriate security protocols such as encryption.

What "AI-native" actually means for your team: your data stays structured, your workflows stop repeating themselves, and you get productivity that doesn't require giving up control.

In this blog, learn the benefits of in-line editing over custom development of your benefits microsites.

Learn how a leading employee benefits consultant responds to RFPs more quickly and accurately with the PlanYear AI-Powered RFP Responder.

In this blog, learn what PlanYear is hearing from employees and HR teams about what they actually want to see in an employee benefits guide.

Learn how Lumity experiences a 20% increase to EBITDA while improving client and employee experience.

Support for self-funded Short Term Disability plans empowers employers with the tools needed to create a more tailored, cost-effective, and employee-centric benefits package.

Learn why your brokerage should choose enterprise-grade AI tools to ensure proper data security when handling sensitive or confidential information.

Planyear’s BEACON platform offers an intelligent but accessible solution designed specifically for the benefits industry. By directing AI agents and assistants trained on benefits workflows and context, Planyear eliminates the manual aspects of renewal management so consultants can move faster, reduce errors, and focus on guiding clients through critical decisions.

Learn how a recommendation engine can leverage employees' actual health needs and factors to generate personalized plan suggestions.

In this blog, learn why investing in PlanYear's AI architecture stands as a paramount choice for brokers.

RFP responses eat up hours of writing and formatting—time most firms can’t spare during the busy season. Many firms can end up declining opportunities altogether simply due to time constraints, leaving potential revenue on the table.Planyear provides an intelligent but accessible platform designed specifically for the benefits industry. By directing AI agents and assistants trained on benefits workflows and context, Planyear eliminates the manual effort of proposal development—so firms can respond quickly, maintain consistent messaging, and pursue more opportunities with confidence.‍

In this webinar, we introduce the new PlanYear AI-Powered RFP Responder, heralding a new era of efficiency, accuracy, and productivity in the industry.

Powered by advanced AI, the PlanYear RFP Responder automates the RFP generation process, allowing brokerages to respond to RFPs with speed and precision.

In this final blog in the series, we discuss AI's role in revolutionizing customer support in employee benefits brokerages.

In this blog, we drill further into the impact AI will have on the brokerage industry. Where can we expect artificial intelligence will make an impact?

In this blog, we drill down into the impact AI will have on the brokerage industry. Where can we expect artificial intelligence will make an impact?

What exactly is AI? Get the basics of AI and the AI foundation model in this blog.

In this webinar, we show how to leverage AI to keep account management from getting bogged down with manual data entry and administrative tasks.

Nearly every aspect of the benefits industry will experience AI-related efficiency gains. But first: why is there so much hype around AI?

In this PlanYear Broker Series webinar, we discuss how and why nearly every aspect of the benefits industry is about to experience AI-related efficiency gains.

PlanYear achieved SOC 2 compliance from the AICPA. Learn why this matters in The PlanYear Blog.

A good Agency Management System must be user-friendly, sticky, collaborative, and integrated into existing workflows. What does that look like in practice?

Agency Management Systems struggle to add value to or increase adoption within the brokerage community. Learn why in this whitepaper from Planyear.

Agency Management Systems have long struggled to add value to or increase adoption within the brokerage community. Learn why in The PlanYear Blog.

It's crucial to educate your employees about new benefits during implementation. Learn three ways to communicate the value of new benefits to employees.

Benefits communication methods are evolving to better support employees and drive more informed benefits decision-making. Learn more in the PlanYear Blog.

An agency management system (AMS) is a software solution designed for insurance agencies and brokerages to manage their daily operations more efficiently.

Here’s why you should consider fertility benefits in your healthcare package in this PlanYear blog.

In this PlanYear blog post, learn how to navigate the complexities we expect to see in the next renewal season.

What really matters to employees when it comes to mental health? Here are the top three perks employees want to see included in their mental health benefits.

How can employers keep more money in employees' paychecks while also removing cost barriers when care is needed? Learn more in this PlanYear Blog.

Webinar: Managing Benefits Communications With Remote/Hybrid Workforces

Learn why you should be including digital health options like telehealth in your benefits guide in this PlanYear blog.

Learn about the caregiver benefits that employees value most in their employee benefits plans in this PlanYear blog.

Webinar: What's Top Of Mind For People Teams In 2023?

In this PlanYear blog post, learn about the top three perks employees want to see in their benefits packages going into 2023.