WEBINARS

Your Inbox Just Got Superpowers: Introducing Planyear's Outlook Add-In

About this webinar

December 3, 2025

See how Planyear's new Outlook add-in lets you access SAGE, your assistant to send RFPs, track carrier responses, and auto-spread quotes—all without leaving your inbox.

What you'll see:

-One-click RFP creation from your email

-Automatic carrier follow-up and deadline tracking

-Real-time quote spreading into your preferred template

-Live Q&A with our team

We're all tired of sending hundreds of follow-ups just to realize you still don't have a competitive quote back from [insert carrier name here].

SAGE can handle all of this directly from your inbox so you can make it home on time for dinner this renewal season.

WEBINARS

Your Inbox Just Got Superpowers: Introducing Planyear's Outlook Add-In

About this webinar

December 3, 2025
Molly Presson

See how Planyear's new Outlook add-in lets you access SAGE, your assistant to send RFPs, track carrier responses, and auto-spread quotes—all without leaving your inbox.

What you'll see:

-One-click RFP creation from your email

-Automatic carrier follow-up and deadline tracking

-Real-time quote spreading into your preferred template

-Live Q&A with our team

We're all tired of sending hundreds of follow-ups just to realize you still don't have a competitive quote back from [insert carrier name here].

SAGE can handle all of this directly from your inbox so you can make it home on time for dinner this renewal season.

WEBINARS

Your Inbox Just Got Superpowers: Introducing Planyear's Outlook Add-In

About this webinar

December 3, 2025

See how Planyear's new Outlook add-in lets you access SAGE, your assistant to send RFPs, track carrier responses, and auto-spread quotes—all without leaving your inbox.

What you'll see:

-One-click RFP creation from your email

-Automatic carrier follow-up and deadline tracking

-Real-time quote spreading into your preferred template

-Live Q&A with our team

We're all tired of sending hundreds of follow-ups just to realize you still don't have a competitive quote back from [insert carrier name here].

SAGE can handle all of this directly from your inbox so you can make it home on time for dinner this renewal season.