Planyear

About Planyear

Planyear is an AI‑native platform designed for benefits consultants, insurers, and employers to automate data processing, plan analysis, and client communications across the entire benefits lifecycle. Built by former benefits brokers, the solution combines document intelligence, workflow automation, census standardization, and a conversational assistant (SAGE) to free consultants from manual tasks and enable them to focus on strategic advising and relationship building.