.png)
Menu
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.
You’ve invested in designing great plans—now make them easier to deliver. Planyear helps carriers streamline communication, improve data quality, and enhance the experience of your benefits consulting partners, employer clients, and health plan members.
Planyear closes the loop between plan creation, benefit consultant delivery, employer selection, and employee utilization.
.png){kind=small}
Your team receives RFPs via email and sends quotes back via email—exactly as you do today. No new systems to learn, no processes to change. Just add Planyear's domain to your IT allow list and experience faster, more accurate quoting.
.png){kind=small}
Stop chasing missing census data and plan details. Planyear ensures every RFP includes the critical information you need to quote accurately. While benefits consultants customize their branding and messaging, the essential data points arrive complete and consistent every time.
.png){kind=small}
Last-minute scrambles hurt everyone. Planyear's collaborative platform helps benefits consultants and employers model contributions in real-time, reaching decisions weeks earlier. Plus, automated sold confirmations mean you learn about final decisions immediately—not days later.
Planyear’s tools are designed for how you operate—across brokers, across groups, across members, 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...
Streamline the quoting process with zero disruption to existing workflows and zero change management.
API-free integration. Send quotes via email as usual and Planyear automatically structures the data for your partners.
Receive final decisions sooner with automated sold confirmation notifications. No more team scrambling.
Ensure members understand key differences and details in plan design, reducing the number of questions your teams field.
Eliminate needless back and forth that delays final decisions with formula free contribution modeling.
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.
Browse Our Resources Page