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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.
.png)
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.
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.