RFP responses eat up hours of writing and formatting—time most firms can’t spare during the busy season. Many firms can end up declining opportunities altogether simply due to time constraints, leaving potential revenue on the table.

Planyear provides an intelligent but accessible platform designed specifically for the benefits industry. By directing AI agents and assistants trained on benefits workflows and context, Planyear eliminates the manual effort of proposal development—so firms can respond quickly, maintain consistent messaging, and pursue more opportunities with confidence.

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