Broker Tech

PlanYear Key Takeaways PlanYear leverages AI automation through its BEACON platform to eliminate up to 70% of manual administrative tasks for benefits consultants, freeing them to focus on strategic client relationships and growth. The platform features the SAGE assistant, document intelligence, automated census standardization, and personalized employee microsites that enhance the entire benefits lifecycle. Recent…

BrokersBloc Article • Platforms & Tech Exploring Employee Navigator: All-in-One Benefits and HR Platform for Businesses Dive into Employee Navigator and its comprehensive platform for benefits administration, HR management, and compliance. Learn key features, benefits, and how our agency facilitates seamless integration. By BrokersBloc • Last updated: September 15, 2026 • Reading time: ~8 minutes…

Exploring DropQuote: Benefits Comparison Platform for Insurance Brokers Key Takeaways DropQuote is a platform that provides synopses and comparisons of carrier proposals for insurance benefits, helping brokers and representatives evaluate options based on company-provided information.[1] Key features include user registration for roles like brokers, carriers, benefits employees, emphasizing accurate benefit overviews while advising review of…

PerfectQuote Key Takeaways PerfectQuote is a web-based CPQ platform designed for benefit brokers and GAs, automating health insurance quoting, sales, and renewals for efficiency.[1] Key features include RFP management, proposal uploads, carrier integrations, and tools for quoting any group size in one system.[2] Founded in 2017 in Austin, Texas, by brokers, PerfectQuote has grown through…