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Planyear provides an AI-native platform, BEACON, designed to automate administrative burdens for benefits consultants throughout the benefits lifecycle. The platform handles data processing, RFP management, and client communication drafting, freeing consultants to focus on strategic advising. This automation enables consultants to scale operations efficiently while delivering personalized, modern benefits experiences to their clients and employees.
Updated 2 months ago
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- Planyear provides an AI-native platform, BEACON, designed to automate administrative tasks for benefits consultants across the entire benefits lifecycle. This solution handles data processing, RFP management, and client communication drafting, freeing consultants to focus on strategic advising. The platform streamlines workflows from plan spreading to employee experience delivery, enhancing operational efficiency and client relationship building.