Blog

Client-Ready PowerPoint Presentations

Publish your proposed plan rates and contributions as a client-ready PowerPoint presentation.

October 31, 2025

Client-Ready PowerPoint Presentations

How many hours did you spend on client presentations last month? Copying data into slides. Reformatting tables. Double-checking numbers. Trying to remember which version you used for the last client.

It’s impossible to do this type of work at scale during the busy season.

We’re all human, and eventually we’ll make a mistake. Planyear just released the answer. As of today, you can export any benefits proposal in Planyear directly to PowerPoint: formatted, accurate, ready to present. No copying. No reformatting. No mistakes. You click a button, and get an editable .pptx file that gets you almost all of the way there before your renewal meetings. Walk into your client meeting confident the numbers are right.

Here's what makes it different:

This isn't a generic AI tool that "generates presentations," it's built from structured benefits data: your rates, your plan designs, and your client details. Everything's already in the system. We're just transforming it into PowerPoint for you. Every worksheet becomes a slide. Your formatting stays clean. Your data stays accurate. Edit it like any normal PowerPoint - reorder slides, add branding, drop in your intro. Planyear handles the structure and accuracy, you handle the story.

Why this matters:

You didn't get into benefits consulting to build slide decks at night. You got into it to help clients make better decisions about their people.

Most benefits platforms have made your job harder, not easier. They promised automation but delivered more data entry. More cleanup work. More time wondering if spreadsheets were actually better.

We built BEACON differently. It's an AI-native platform designed around how consultants actually work. It turns the manual, time-consuming parts into the automatic, accurate parts.

PowerPoint export is just the latest example.

Want to see it?

We're showing firms how BEACON works in their actual workflow, not just for presentations but for the entire benefits consulting process.

Blog

Client-Ready PowerPoint Presentations

Publish your proposed plan rates and contributions as a client-ready PowerPoint presentation.

October 31, 2025
Nick Kostovny

Client-Ready PowerPoint Presentations

How many hours did you spend on client presentations last month? Copying data into slides. Reformatting tables. Double-checking numbers. Trying to remember which version you used for the last client.

It’s impossible to do this type of work at scale during the busy season.

We’re all human, and eventually we’ll make a mistake. Planyear just released the answer. As of today, you can export any benefits proposal in Planyear directly to PowerPoint: formatted, accurate, ready to present. No copying. No reformatting. No mistakes. You click a button, and get an editable .pptx file that gets you almost all of the way there before your renewal meetings. Walk into your client meeting confident the numbers are right.

Here's what makes it different:

This isn't a generic AI tool that "generates presentations," it's built from structured benefits data: your rates, your plan designs, and your client details. Everything's already in the system. We're just transforming it into PowerPoint for you. Every worksheet becomes a slide. Your formatting stays clean. Your data stays accurate. Edit it like any normal PowerPoint - reorder slides, add branding, drop in your intro. Planyear handles the structure and accuracy, you handle the story.

Why this matters:

You didn't get into benefits consulting to build slide decks at night. You got into it to help clients make better decisions about their people.

Most benefits platforms have made your job harder, not easier. They promised automation but delivered more data entry. More cleanup work. More time wondering if spreadsheets were actually better.

We built BEACON differently. It's an AI-native platform designed around how consultants actually work. It turns the manual, time-consuming parts into the automatic, accurate parts.

PowerPoint export is just the latest example.

Want to see it?

We're showing firms how BEACON works in their actual workflow, not just for presentations but for the entire benefits consulting process.

Blog

Client-Ready PowerPoint Presentations

Publish your proposed plan rates and contributions as a client-ready PowerPoint presentation.

October 31, 2025

Client-Ready PowerPoint Presentations

How many hours did you spend on client presentations last month? Copying data into slides. Reformatting tables. Double-checking numbers. Trying to remember which version you used for the last client.

It’s impossible to do this type of work at scale during the busy season.

We’re all human, and eventually we’ll make a mistake. Planyear just released the answer. As of today, you can export any benefits proposal in Planyear directly to PowerPoint: formatted, accurate, ready to present. No copying. No reformatting. No mistakes. You click a button, and get an editable .pptx file that gets you almost all of the way there before your renewal meetings. Walk into your client meeting confident the numbers are right.

Here's what makes it different:

This isn't a generic AI tool that "generates presentations," it's built from structured benefits data: your rates, your plan designs, and your client details. Everything's already in the system. We're just transforming it into PowerPoint for you. Every worksheet becomes a slide. Your formatting stays clean. Your data stays accurate. Edit it like any normal PowerPoint - reorder slides, add branding, drop in your intro. Planyear handles the structure and accuracy, you handle the story.

Why this matters:

You didn't get into benefits consulting to build slide decks at night. You got into it to help clients make better decisions about their people.

Most benefits platforms have made your job harder, not easier. They promised automation but delivered more data entry. More cleanup work. More time wondering if spreadsheets were actually better.

We built BEACON differently. It's an AI-native platform designed around how consultants actually work. It turns the manual, time-consuming parts into the automatic, accurate parts.

PowerPoint export is just the latest example.

Want to see it?

We're showing firms how BEACON works in their actual workflow, not just for presentations but for the entire benefits consulting process.