.png)
Menu
.png)
For JH Berry Risk Services' Nora Kleckner, creating benefit guides had become a dreaded task. Each guide consumed 3-4 hours of manual work—copying plan parameters, formatting documents, and triple-
checking for errors that still somehow slipped through.
The traditional PDF process wasn't just time-consuming; it was a quality control nightmare. With multiple benefit classes and plan variations, the risk of errors increased exponentially. One misplaced deductible or incorrect copay could undermine client trust and create compliance issues.
• 3-4 hours per benefit guide creation
• High error risk from manual data entry
• Limited ability to customize by benefit class
• No easy way to update or duplicate guides
Planyear's Employee Benefits Portal transformed JH Berry's approach to benefit communications. Instead of wrestling with spreadsheets and design software, Nora discovered she could simply upload an SBC or a plan summary into Planyear's Document Intelligence Engine. The AI instantly extracted every plan parameter—deductibles, copays, out-of-pocket maximums—and populated a fully branded, interactive benefits microsite. What once took half a day now took just over an hour. But speed was only the beginning. The platform's capabilities extended far beyond static PDFs.
• Interactive plan comparison tools
• Personalized recommendation engines
• Mobile-accessible digital ID cards
• Provider search functionality
• Multimedia educational content
• Virtual benefits consultation scheduling
AI-POWERED DATA EXTRACTION
Upload SBCs or plan summaries—AI handles all parameter extraction automatically
BRANDED DIGITAL EXPERIENCE
Fully customized microsites that reflect each client's unique brand and culture
ENHANCED EMPLOYEE ENGAGEMENT
Interactive tools that help employees understand and use their benefits effectively
STREAMLINED UPDATES
Copy and modify guides instantly for new plan years or benefit classes
Instead of being trapped in document formatting, the team could 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. Most importantly, the digital format meant guides were actually used. Unlike PDFs buried in email folders, employees actively engaged with their benefits information throughout the year.
• 75% time reduction
From 3-4 hours to just over 1 hour per guide
• Near-zero error rate
Automated extraction eliminates manual entry mistakes
• Enhanced employee experience
Modern, mobile-friendly portal vs. static PDFs
• Improved utilization
24/7 access drives year-round engagement
"Planyear was easier to implement than other systems I've used. Clean, easy, intuitive and has the ability to make class-specific guides. I love the ability to copy guides too."
—NORA KLECKNER, DIRECTOR OF OPERATIONS
JH Berry Risk Services is a risk consulting firm focused on supporting client’s goals. Headquartered in Birmingham, Alabama, JH Berry specializes in consultation for companies in commercial risk, benefits, and small business / personal clients.
For JH Berry Risk Services' Nora Kleckner, creating benefit guides had become a dreaded task. Each guide consumed 3-4 hours of manual work—copying plan parameters, formatting documents, and triple-
checking for errors that still somehow slipped through.
The traditional PDF process wasn't just time-consuming; it was a quality control nightmare. With multiple benefit classes and plan variations, the risk of errors increased exponentially. One misplaced deductible or incorrect copay could undermine client trust and create compliance issues.
• 3-4 hours per benefit guide creation
• High error risk from manual data entry
• Limited ability to customize by benefit class
• No easy way to update or duplicate guides
Planyear's Employee Benefits Portal transformed JH Berry's approach to benefit communications. Instead of wrestling with spreadsheets and design software, Nora discovered she could simply upload an SBC or a plan summary into Planyear's Document Intelligence Engine. The AI instantly extracted every plan parameter—deductibles, copays, out-of-pocket maximums—and populated a fully branded, interactive benefits microsite. What once took half a day now took just over an hour. But speed was only the beginning. The platform's capabilities extended far beyond static PDFs.
• Interactive plan comparison tools
• Personalized recommendation engines
• Mobile-accessible digital ID cards
• Provider search functionality
• Multimedia educational content
• Virtual benefits consultation scheduling
AI-POWERED DATA EXTRACTION
Upload SBCs or plan summaries—AI handles all parameter extraction automatically
BRANDED DIGITAL EXPERIENCE
Fully customized microsites that reflect each client's unique brand and culture
ENHANCED EMPLOYEE ENGAGEMENT
Interactive tools that help employees understand and use their benefits effectively
STREAMLINED UPDATES
Copy and modify guides instantly for new plan years or benefit classes
Instead of being trapped in document formatting, the team could 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. Most importantly, the digital format meant guides were actually used. Unlike PDFs buried in email folders, employees actively engaged with their benefits information throughout the year.
• 75% time reduction
From 3-4 hours to just over 1 hour per guide
• Near-zero error rate
Automated extraction eliminates manual entry mistakes
• Enhanced employee experience
Modern, mobile-friendly portal vs. static PDFs
• Improved utilization
24/7 access drives year-round engagement
"Planyear was easier to implement than other systems I've used. Clean, easy, intuitive and has the ability to make class-specific guides. I love the ability to copy guides too."
—NORA KLECKNER, DIRECTOR OF OPERATIONS
JH Berry Risk Services is a risk consulting firm focused on supporting client’s goals. Headquartered in Birmingham, Alabama, JH Berry specializes in consultation for companies in commercial risk, benefits, and small business / personal clients.
For JH Berry Risk Services' Nora Kleckner, creating benefit guides had become a dreaded task. Each guide consumed 3-4 hours of manual work—copying plan parameters, formatting documents, and triple-
checking for errors that still somehow slipped through.
The traditional PDF process wasn't just time-consuming; it was a quality control nightmare. With multiple benefit classes and plan variations, the risk of errors increased exponentially. One misplaced deductible or incorrect copay could undermine client trust and create compliance issues.
• 3-4 hours per benefit guide creation
• High error risk from manual data entry
• Limited ability to customize by benefit class
• No easy way to update or duplicate guides
Planyear's Employee Benefits Portal transformed JH Berry's approach to benefit communications. Instead of wrestling with spreadsheets and design software, Nora discovered she could simply upload an SBC or a plan summary into Planyear's Document Intelligence Engine. The AI instantly extracted every plan parameter—deductibles, copays, out-of-pocket maximums—and populated a fully branded, interactive benefits microsite. What once took half a day now took just over an hour. But speed was only the beginning. The platform's capabilities extended far beyond static PDFs.
• Interactive plan comparison tools
• Personalized recommendation engines
• Mobile-accessible digital ID cards
• Provider search functionality
• Multimedia educational content
• Virtual benefits consultation scheduling
AI-POWERED DATA EXTRACTION
Upload SBCs or plan summaries—AI handles all parameter extraction automatically
BRANDED DIGITAL EXPERIENCE
Fully customized microsites that reflect each client's unique brand and culture
ENHANCED EMPLOYEE ENGAGEMENT
Interactive tools that help employees understand and use their benefits effectively
STREAMLINED UPDATES
Copy and modify guides instantly for new plan years or benefit classes
Instead of being trapped in document formatting, the team could 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. Most importantly, the digital format meant guides were actually used. Unlike PDFs buried in email folders, employees actively engaged with their benefits information throughout the year.
• 75% time reduction
From 3-4 hours to just over 1 hour per guide
• Near-zero error rate
Automated extraction eliminates manual entry mistakes
• Enhanced employee experience
Modern, mobile-friendly portal vs. static PDFs
• Improved utilization
24/7 access drives year-round engagement
"Planyear was easier to implement than other systems I've used. Clean, easy, intuitive and has the ability to make class-specific guides. I love the ability to copy guides too."
—NORA KLECKNER, DIRECTOR OF OPERATIONS
JH Berry Risk Services is a risk consulting firm focused on supporting client’s goals. Headquartered in Birmingham, Alabama, JH Berry specializes in consultation for companies in commercial risk, benefits, and small business / personal clients.
