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Lumity faced the classic brokerage dilemma: how to scale operations while maintaining the high-touch service that differentiated them in the market. They had ambitious growth targets, but traditional approaches meant either sacrificing service quality or watching margins evaporate.
The numbers told a stark story. Renewal season meant 80-hour weeks for the team.RFP responses often took days, limiting new business opportunities. Manual processes created bottlenecks that no amount of hiring could solve efficiently.
•Unsustainable overtime during renewal seasons
•Days-long RFP response times limiting growth
•Rising operational costs threatening margins
•Employee burnout from manual processes
Planyear delivered a comprehensive AI-powered platform that touched every aspect of Lumity's operations. This wasn't about adding a feature here or there—it was a complete reimagining of how benefits consulting could work.
The transformation began with BEACON Renewals. Automated plan comparison, intelligent spreadsheet generation, and real-time contribution modeling turned the renewal process from a sprint into a strategic advantage. What once consumed 80% of the team's time now required a fraction of the effort.
For new business development, the Proposal Assistant learned from Lumity's successful RFP responses, enabling the firm to pursue more opportunities with higher-quality proposals. Response times dropped by 65%, and win rates improved significantly.
On the client experience side, Planyear created a unified portal where employers could access everything, from real-time contribution modeling to claims visibility. Employees received branded benefits microsites with AI-powered decision support, dramatically reducing HR inquiries during open enrollment.
ANAUTOMATED, INTEGRATED PLATFORM
All benefits data flows seamlessly between platform features, eliminating manual re-entry
AI-POWERED RENEWAL ENGINE
Automated spreading, comparison, and modeling that transforms weeks into days
INTELLIGENT PROPOSAL ASSISTANT
An RFP Assistant that will learn once, respond faster, with quality that often exceeds manual writing
UNIFIED CLIENT PORTAL
Single source of truth for all benefits information and decision-making
The impact exceeded even Lumity's ambitious expectations. The firm achieved a 20%increase in EBITDA through the combined effects of operational efficiency and accelerated growth.
But the transformation went beyond financial metrics. Team members reported dramatically improved work-life balance. Clients praised the enhanced service and transparency. The firm could pursue larger, more complex opportunities without adding proportional headcount.
“Planyear enables my team to do so much more for our clients while reducing costs for the firm and giving our employees work/life balance.”
—CATHARINE MAULDIN, DIRECTOR OF CLIENT SERVICES
•20% EBITDA increase
Through operational efficiency and business growth
•80% reduction in renewal time
From weeks of overtime to manageable workflows
•65% faster RFP responses
More opportunities pursued and won
•40% fewer employee questions
During open enrollment thanks to digital resources
Lumity is a leading Bay Area brokerage firm that is part of the Alera Group. Lumity, Inc. leverages data to ensure employers get a fair group health plan rate and a better end-to-end benefits solution.
Lumity faced the classic brokerage dilemma: how to scale operations while maintaining the high-touch service that differentiated them in the market. They had ambitious growth targets, but traditional approaches meant either sacrificing service quality or watching margins evaporate.
The numbers told a stark story. Renewal season meant 80-hour weeks for the team.RFP responses often took days, limiting new business opportunities. Manual processes created bottlenecks that no amount of hiring could solve efficiently.
•Unsustainable overtime during renewal seasons
•Days-long RFP response times limiting growth
•Rising operational costs threatening margins
•Employee burnout from manual processes
Planyear delivered a comprehensive AI-powered platform that touched every aspect of Lumity's operations. This wasn't about adding a feature here or there—it was a complete reimagining of how benefits consulting could work.
The transformation began with BEACON Renewals. Automated plan comparison, intelligent spreadsheet generation, and real-time contribution modeling turned the renewal process from a sprint into a strategic advantage. What once consumed 80% of the team's time now required a fraction of the effort.
For new business development, the Proposal Assistant learned from Lumity's successful RFP responses, enabling the firm to pursue more opportunities with higher-quality proposals. Response times dropped by 65%, and win rates improved significantly.
On the client experience side, Planyear created a unified portal where employers could access everything, from real-time contribution modeling to claims visibility. Employees received branded benefits microsites with AI-powered decision support, dramatically reducing HR inquiries during open enrollment.
ANAUTOMATED, INTEGRATED PLATFORM
All benefits data flows seamlessly between platform features, eliminating manual re-entry
AI-POWERED RENEWAL ENGINE
Automated spreading, comparison, and modeling that transforms weeks into days
INTELLIGENT PROPOSAL ASSISTANT
An RFP Assistant that will learn once, respond faster, with quality that often exceeds manual writing
UNIFIED CLIENT PORTAL
Single source of truth for all benefits information and decision-making
The impact exceeded even Lumity's ambitious expectations. The firm achieved a 20%increase in EBITDA through the combined effects of operational efficiency and accelerated growth.
But the transformation went beyond financial metrics. Team members reported dramatically improved work-life balance. Clients praised the enhanced service and transparency. The firm could pursue larger, more complex opportunities without adding proportional headcount.
“Planyear enables my team to do so much more for our clients while reducing costs for the firm and giving our employees work/life balance.”
—CATHARINE MAULDIN, DIRECTOR OF CLIENT SERVICES
•20% EBITDA increase
Through operational efficiency and business growth
•80% reduction in renewal time
From weeks of overtime to manageable workflows
•65% faster RFP responses
More opportunities pursued and won
•40% fewer employee questions
During open enrollment thanks to digital resources
Lumity is a leading Bay Area brokerage firm that is part of the Alera Group. Lumity, Inc. leverages data to ensure employers get a fair group health plan rate and a better end-to-end benefits solution.
Lumity faced the classic brokerage dilemma: how to scale operations while maintaining the high-touch service that differentiated them in the market. They had ambitious growth targets, but traditional approaches meant either sacrificing service quality or watching margins evaporate.
The numbers told a stark story. Renewal season meant 80-hour weeks for the team.RFP responses often took days, limiting new business opportunities. Manual processes created bottlenecks that no amount of hiring could solve efficiently.
•Unsustainable overtime during renewal seasons
•Days-long RFP response times limiting growth
•Rising operational costs threatening margins
•Employee burnout from manual processes
Planyear delivered a comprehensive AI-powered platform that touched every aspect of Lumity's operations. This wasn't about adding a feature here or there—it was a complete reimagining of how benefits consulting could work.
The transformation began with BEACON Renewals. Automated plan comparison, intelligent spreadsheet generation, and real-time contribution modeling turned the renewal process from a sprint into a strategic advantage. What once consumed 80% of the team's time now required a fraction of the effort.
For new business development, the Proposal Assistant learned from Lumity's successful RFP responses, enabling the firm to pursue more opportunities with higher-quality proposals. Response times dropped by 65%, and win rates improved significantly.
On the client experience side, Planyear created a unified portal where employers could access everything, from real-time contribution modeling to claims visibility. Employees received branded benefits microsites with AI-powered decision support, dramatically reducing HR inquiries during open enrollment.
ANAUTOMATED, INTEGRATED PLATFORM
All benefits data flows seamlessly between platform features, eliminating manual re-entry
AI-POWERED RENEWAL ENGINE
Automated spreading, comparison, and modeling that transforms weeks into days
INTELLIGENT PROPOSAL ASSISTANT
An RFP Assistant that will learn once, respond faster, with quality that often exceeds manual writing
UNIFIED CLIENT PORTAL
Single source of truth for all benefits information and decision-making
The impact exceeded even Lumity's ambitious expectations. The firm achieved a 20%increase in EBITDA through the combined effects of operational efficiency and accelerated growth.
But the transformation went beyond financial metrics. Team members reported dramatically improved work-life balance. Clients praised the enhanced service and transparency. The firm could pursue larger, more complex opportunities without adding proportional headcount.
“Planyear enables my team to do so much more for our clients while reducing costs for the firm and giving our employees work/life balance.”
—CATHARINE MAULDIN, DIRECTOR OF CLIENT SERVICES
•20% EBITDA increase
Through operational efficiency and business growth
•80% reduction in renewal time
From weeks of overtime to manageable workflows
•65% faster RFP responses
More opportunities pursued and won
•40% fewer employee questions
During open enrollment thanks to digital resources
Lumity is a leading Bay Area brokerage firm that is part of the Alera Group. Lumity, Inc. leverages data to ensure employers get a fair group health plan rate and a better end-to-end benefits solution.
