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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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Your network depends on you for more than distribution—they expect streamlined tools, timely resources, and clear coordination. With Planyear, you become the intelligent hub that benefits consultants trust to simplify complexity and drive results.
Planyear empowers general agencies with tools to deliver and exceptional experience to benefits consulting firms of all sizes—without multiplying your workload.
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Centralize plan data, documents, and communications across brokers and their employer groups. Keep everything aligned—and accessible.
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Use SAGE to draft broker-ready content in your agency voice. Give every broker a more polished, confident message to deliver.
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With workflows tailored to each group and intelligent memory of their history, Planyear helps you stay one step ahead without burning out your team.
Planyear’s tools are designed for how your benefit consulting clients 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...
Automatically draft, send, track and follow up on RFPs so nothing gets lost in an inbox.
Automatically extract and structure plan data from documents and quotes across most coverage types.
Clean up census files from any benadmin system or carrier portal with zero manual reformatting for hassle free quoting.
Provide consultants with clearer plan analysis tools to help them guide employers with confidence.
Automate contribution modeling for real-time consultant-employer collaboration, eliminating formulas & accelerating decisions.
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.
Contact Our TeamGet deeper insights into our solutions, our thinking, and the future of AI from our webinars, videos, whitepapers, and articles.
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