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Ames& Gough wanted to elevate their employee benefits experience with digital tools that went beyond static PDFs. Clients increasingly expected interactive portals and customized guides, but building those solutions typically meant costly, time-intensive microsites. For a lean three-person benefits team, meeting these expectations during tight open enrollment timelines posed a serious challenge.
At the same time, manual processes created additional risk. Hours were spent re-entering plan data and reformatting documents—time that could have been invested in client relationships. Without a smarter approach, the firm faced both operational strain and the possibility of disappointing clients.
•Costly, time-consuming microsite creation
•Hours lost to manual data entry and formatting
•Risk of errors in client-facing materials
•Limited team bandwidth during peak seasons
After evaluating multiple vendors, including systems such as Zywave, Ames & Gough selected Planyear for its powerful platform and dedicated onboarding support. The BEACON platform streamlined benefit guide creation, automatically transforming uploaded plan documents into branded, interactive employee benefits hubs. What once took hours of manual work could now be done in a fraction of the time.
Centralized document management meant every client’s materials were stored in one place, eliminating duplication and reducing the risk of outdated or incorrect information. For employees, the new guides were more than just digital replicas, they became engaging, interactive resources accessible anytime, anywhere.
By removing the burden of manual data entry and costly development, Planyear gave Ames & Gough the ability to deliver a first-class client experience at scale, without sacrificing the personal service their reputation is built on.
AUTOMATED GUIDE CREATION
AI-driven process cut benefit guide production time in half compared to manual PDFs
CENTRALIZED DOCUMENT MANAGEMENT
All client materials stored in a single, organized repository for easy access and accuracy
INTERACTIVE BENEFITS MICROSITES
Branded, digital experiences delivered without the cost and delays of custom development
EMPLOYEE ENGAGEMENT TOOLS
Dynamic guides gave employees 24/7 access to benefits details, driving thousands of views and stronger understanding
With Planyear, 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.
•50% faster guide creation
Time saved compared to PDF-based process
•Higher client satisfaction
Clients “extremely happy” with the new experience
•Greater employee engagement
2,500+ views on a single client’s guide
•Expanded capacity
Three-person team able to scale support during open enrollment
“One client’s Benefit Guide surpassed 2,500 views! Planyear has helped employees to better understand their benefits.”
—JUSTIN GOUGH
Ames& Gough wanted to elevate their employee benefits experience with digital tools that went beyond static PDFs. Clients increasingly expected interactive portals and customized guides, but building those solutions typically meant costly, time-intensive microsites. For a lean three-person benefits team, meeting these expectations during tight open enrollment timelines posed a serious challenge.
At the same time, manual processes created additional risk. Hours were spent re-entering plan data and reformatting documents—time that could have been invested in client relationships. Without a smarter approach, the firm faced both operational strain and the possibility of disappointing clients.
•Costly, time-consuming microsite creation
•Hours lost to manual data entry and formatting
•Risk of errors in client-facing materials
•Limited team bandwidth during peak seasons
After evaluating multiple vendors, including systems such as Zywave, Ames & Gough selected Planyear for its powerful platform and dedicated onboarding support. The BEACON platform streamlined benefit guide creation, automatically transforming uploaded plan documents into branded, interactive employee benefits hubs. What once took hours of manual work could now be done in a fraction of the time.
Centralized document management meant every client’s materials were stored in one place, eliminating duplication and reducing the risk of outdated or incorrect information. For employees, the new guides were more than just digital replicas, they became engaging, interactive resources accessible anytime, anywhere.
By removing the burden of manual data entry and costly development, Planyear gave Ames & Gough the ability to deliver a first-class client experience at scale, without sacrificing the personal service their reputation is built on.
AUTOMATED GUIDE CREATION
AI-driven process cut benefit guide production time in half compared to manual PDFs
CENTRALIZED DOCUMENT MANAGEMENT
All client materials stored in a single, organized repository for easy access and accuracy
INTERACTIVE BENEFITS MICROSITES
Branded, digital experiences delivered without the cost and delays of custom development
EMPLOYEE ENGAGEMENT TOOLS
Dynamic guides gave employees 24/7 access to benefits details, driving thousands of views and stronger understanding
With Planyear, 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.
•50% faster guide creation
Time saved compared to PDF-based process
•Higher client satisfaction
Clients “extremely happy” with the new experience
•Greater employee engagement
2,500+ views on a single client’s guide
•Expanded capacity
Three-person team able to scale support during open enrollment
“One client’s Benefit Guide surpassed 2,500 views! Planyear has helped employees to better understand their benefits.”
—JUSTIN GOUGH
Ames& Gough wanted to elevate their employee benefits experience with digital tools that went beyond static PDFs. Clients increasingly expected interactive portals and customized guides, but building those solutions typically meant costly, time-intensive microsites. For a lean three-person benefits team, meeting these expectations during tight open enrollment timelines posed a serious challenge.
At the same time, manual processes created additional risk. Hours were spent re-entering plan data and reformatting documents—time that could have been invested in client relationships. Without a smarter approach, the firm faced both operational strain and the possibility of disappointing clients.
•Costly, time-consuming microsite creation
•Hours lost to manual data entry and formatting
•Risk of errors in client-facing materials
•Limited team bandwidth during peak seasons
After evaluating multiple vendors, including systems such as Zywave, Ames & Gough selected Planyear for its powerful platform and dedicated onboarding support. The BEACON platform streamlined benefit guide creation, automatically transforming uploaded plan documents into branded, interactive employee benefits hubs. What once took hours of manual work could now be done in a fraction of the time.
Centralized document management meant every client’s materials were stored in one place, eliminating duplication and reducing the risk of outdated or incorrect information. For employees, the new guides were more than just digital replicas, they became engaging, interactive resources accessible anytime, anywhere.
By removing the burden of manual data entry and costly development, Planyear gave Ames & Gough the ability to deliver a first-class client experience at scale, without sacrificing the personal service their reputation is built on.
AUTOMATED GUIDE CREATION
AI-driven process cut benefit guide production time in half compared to manual PDFs
CENTRALIZED DOCUMENT MANAGEMENT
All client materials stored in a single, organized repository for easy access and accuracy
INTERACTIVE BENEFITS MICROSITES
Branded, digital experiences delivered without the cost and delays of custom development
EMPLOYEE ENGAGEMENT TOOLS
Dynamic guides gave employees 24/7 access to benefits details, driving thousands of views and stronger understanding
With Planyear, 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.
•50% faster guide creation
Time saved compared to PDF-based process
•Higher client satisfaction
Clients “extremely happy” with the new experience
•Greater employee engagement
2,500+ views on a single client’s guide
•Expanded capacity
Three-person team able to scale support during open enrollment
“One client’s Benefit Guide surpassed 2,500 views! Planyear has helped employees to better understand their benefits.”
—JUSTIN GOUGH
