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Whether you’re advising clients, supporting brokers, or building the infrastructure that makes it all possible, Planyear is designed with your role in mind. Explore how our intelligent system adapts to your needs—and helps you deliver more value.
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Modern Benefits Consultants do more than sell plans. You’re strategic advisors, compliance experts, and frontline problem-solvers. Planyear was built to help you own that role—with tools that reduce manual work, improve communication, and deepen client confidence.
Planyear gives benefits consultants the intelligent infrastructure they’ve always needed: faster workflows, smarter insights, and tools that grow with their book of business.
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From data entry to census cleanup, Planyear’s automation tools handle the repetitive stuff—so your team can focus on the human work.
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Need a follow-up note? A plan comparison? A way to describe your renewal strategy? SAGE drafts them with clarity and nuance—and learns from your preferences.
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With workflows tailored to each group and intelligent memory of their history, Planyear helps you stay one step ahead of employee questions without burning out your team.
Planyear’s tools are designed for how today’s consultants operate—across carriers, across groups, across every stage of the benefits lifecycle. These aren’t just features—they’re real-time support in the moments your team needs it most.
How it helps...
Upload messy employee data from clients and get back clean, formatted files—ready for quoting or enrollment.
Highlight the real differences between plans and help clients make faster, clearer decisions.
Send open enrollment emails, plan recommendations, and coverage FAQs that sound human—without writing from scratch.
Collaborate with employers on the spot to test contribution strategies—live, without spreadsheets.
Extract the info you need from SBCs, quotes, and more in seconds— not hours.
We want to learn more about how you’d like to start transforming your firm with AI and then show you how Planyear can lead the way.
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