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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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Planyear helps employers deliver benefits with less back-and-forth, fewer surprises, and greater clarity for employees. The BEACON platform ensures that your teams stay informed, your data stays clean, and your people get the answers they need—fast.
Planyear reduces the complexity behind the scenes so your HR and People teams can focus on what matters most: serving your workforce.
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Upload your plan documents once. Planyear automatically creates a custom-branded benefits portal with PDF guides, and plan summaries outputs. What used to take weeks of design work now happens instantly. There’s even a Spanish translation option included.
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Employees get personalized plan recommendations, instant answers from the conversational SAGE Assistant, and digital ID cards on their phones. No WiFi? No problem—they can download guides. Prefer human help? They can book time with HR directly in the portal. Nobody gets left behind.
Give your workforce the benefits experience they expect—accessible anywhere, answers anytime, and actually helpful. Your HR team spends less time fielding basic questions and more time on strategic initiatives. It's the total rewards hub your employees will actually use.
When employees are confused, HR teams pay the price. Planyear helps you deliver accurate, personalized, and accessible benefits information so your workforce understands what they’re getting, what it costs, and how to use it.
How it helps...
Give your workforce a single, easy-to-use location to review all of their benefits and total rewards.
Embedded directly into your employee experience, the SAGE Assistant answers benefits questions on demand.
Employees have complete access to all their benefits information in their pockets—no more lost cards or waiting for replacements.
Reduces decision paralysis by showing employees which plans best match their healthcare usage and budget.
Automatically translate your employee benefits information into Spanish for your multi-lingual workforce.
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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