Planyear has raised $12 million in seed funding led by True Ventures to accelerate the development of its AI-native BEACON platform. This funding will help automate administrative tasks for benefits consultants, allowing them to focus on strategic client work. Planyear aims to improve efficiency and client experience in the benefits consulting industry. The BEACON platform addresses common operational challenges faced by consultants and frees up valuable time for strategic engagement.
Company Information
Company
Planyear
Location
Irvine, California, United States
About
Planyear is the AI-native platform that gives benefits consultants their time back. Born from a brokerage and built by benefits professionals, our BEACON platform automates the manual tasks that steal time from strategic work—from document processing to renewal workflows. We combine deep industry knowledge with AI innovation, empowering consultants to advise with confidence and deliver modern experiences that today's employers and employees expect. Planyear transforms how benefits consultants work, strengthening relationships while driving growth.
Fundz sees it the moment Planyear raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
IrvineSoftwareArtificial IntelligenceSaasEnterprise SoftwareMachine LearningConsulting