“Are you giving your account managers more coffee?!”

That’s what one employer asked after getting fast, clear answers to complex benefits questions.
It isn’t caffeine - it’s Intelligent Drafting, part of Planyear’s BEACON platform.

It's difficult to research client questions takes too much time

Even great teams get buried. A single question - say, the copay on durable medical equipment - can mean digging through a Certificate of Coverage (COC) while ten other items stack up in your inbox. Response times slip, even though quick, confident replies are what clients remember.

How Planyear gives your time back

SAGE is a benefits-fluent assistant that lives in your inbox. When a client or employee question comes in, Planyear:

• SAGE Intelligently Drafts a complete response using benefits-specific language and proper regulatory terminology.
• Cites every statement back to its source document - showing the work.
• Pulls from your firm’s knowledge base (employer documents, internal resources, and compliance materials).
  

You control tone and length with simple settings, then review, personalize, and send. You stay in charge; SAGE handles the grind.

What this changes for your team

• Less hunting, more advising. New hires ramp faster, and senior staff stop burning time searching for answers.
• Consistency you can audit. Every response links to its sources, reducing rushed errors and making internal reviews straightforward.
• Transparent AI. If your team already uses AI, now you can see exactly where every answer comes from.
  
  

Why firms are using it now

Beyond productivity, firms get something they’ve wanted for years: consistent quality in how the brand answers plan questions. Everyone works from the same knowledge base, so service aligns across teams.

You also gain visibility into service-delivery patterns. It’s a practical entry point - no dramatic process changes. Everything is tracked, including where each citation came from. If a team member moves on and you lose access to their inbox, service stays consistent and context remains intact.

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In a relationship business, response quality and speed are differentiators. SAGE’s Intelligent Drafting doesn’t replace human expertise - it amplifies and documents it, so your team delivers faster, clearer, more consistent service when it matters most.