Plansource

Better Technology for a Better Benefits and HR Experience

PlanSource provides a cloud-based solution for benefits administration that is affordable, intuitive and highly configurable to support any benefits strategy.

A Benefits-Driven Software Solution

Automate
Processes
Stop using paper forms and empty your filing cabinets by managing benefits online with sophisticated yet intuitive cloud-based benefits technology.
Manage
Eligibility
Set up your company’s workforce configuration and benefits to ensure that business rules are enforced during open enrollment and throughout the year.
Engage
Employees
Provide employees with an easy-to-use, educational experience for benefits shopping and enrollment, with tools that help them make the right decision.
Manage
Billing
Generate consolidated self-bills and reconcile and adjust carrier bills based on carrier-specific rules for bill creation and mid-month changes.
Ensure
Compliance
With COBRA and ACA rules that need to be followed, we’ve got what you need to stay compliant, whatever acronym is thrown your way.
Maintain
Control
Dashboards, reports and built-in workflows allow HR teams to maintain control of the process, add/edit/cancel benefits, and stay on top of changes and exceptions.
Stay
In Touch
Create and deliver custom communications for specific employees or demographic groups, based on life events such as a change in status or eligibility.
Keep
Accurate
Stay connected and in sync with third-party systems, including insurance carriers, HCM, payroll and TPAs as employee information is added or changed.

Seamlessly Connected to Carriers

By investing in deeply integrated relationships with several of the nation’s leading insurance carriers through the PlanSource Advantage Program, we’re making it easy for you to offer the benefit products that are right for your workforce.
Insurance carriers in the PlanSource Advantage Program distribute their products on our platform and provide credits that offset the cost of using PlanSource. In other words, they actually pay our customers to use the system, making it even more affordable for HR teams to automate benefits administration and provide a better benefits experience for their employees.

PlanSource Makes Benefits Easy for the Employee

It’s Intuitive

With customizable tools and educational content, employees easily understand the benefits that are offered, see the impact on their paychecks, and become more informed consumers of health care.

It’s Personalized

Throughout the shopping experience, PlanSource asks relevant questions and surfaces meaningful and timely information to provide personalized plan recommendations aligned to employee preferences.

It’s Convenient

With responsive, easy-to-use screens and a free smartphone app, employees can do important stuff like access their benefits, share their ID cards, store important health care contacts and receive push notifications.

A Mobile-Friendly Benefits Experience

The PlanSource system uses responsive design, which means that employees can enroll in benefits on any device, whether it is on a laptop, tablet or phone. And unlike a mobile app (we have one of those too!) that consumers have to download, the site will simply adapt and look great on any size screen.

Employee-Friendly Features

Employee
Shopping
We guide employees through the process so that they can shop for benefits the same way they shop for other products online.
Educational
Content
Personalize the content that displays to employees based upon demographics, location, employee type and more
Personalized Plan
Recommendations
Help your employees understand their “best match” plans based on their preferences and expected usage (doctor visits, drugs, etc.).
Defined
Contribution
Get control of your costs by fixing the amount you want to spend, and letting your employees choose the best way to allocate the funds.
Employee
Communications
Dashboards, reports and built-in workflows allow HR teams to maintain control of the process, add/edit/cancel benefits, and stay on top of changes and exceptions.
Benefit
Enrollment
Employees enroll online with a user-friendly, one-thought-per-screen workflow, while HR oversees the process and approves changes.
Life Event
Changes
Automatically enforce your rules for life events as your employees get married, grow their families, or lose coverage throughout the year.
PlanSource
Mobile App
Provide convenient access to benefits information, insurance cards, and announcements to your on-the-go employees.
Spanish
Language
Engage with your Hispanic employee population by providing a user- friendly benefits shopping and enrollment experience in Spanish.

Robust For the Administrator

Benefits are a significant spend. We can help you manage it through eligibility, cost calculations and carrier billing and reconciliation, regardless of whether a defined benefit or defined contribution approach is selected.
With government oversight and regulations increasing, PlanSource has the requirements built into its features and workflow to ensure that processes and procedures are kept compliant from the start.
By giving employees technology tools like PlanSource that save them time, respect their circumstances and help them make the right decisions, team members will be happier, more productive and more engaged.

Features Administrators Need

Employee
Shopping
We guide employees through the process so that they can shop for benefits the same way they shop for other products online.
Educational
Content
Personalize the content that displays to employees based upon demographics, location, employee type and more
Personalized Plan
Recommendations
Help your employees understand their “best match” plans based on their preferences and expected usage (doctor visits, drugs, etc.).
Employee
Shopping
We guide employees through the process so that they can shop for benefits the same way they shop for other products online.
Educational
Content
Personalize the content that displays to employees based upon demographics, location, employee type and more
Personalized Plan
Recommendations
Help your employees understand their “best match” plans based on their preferences and expected usage (doctor visits, drugs, etc.).

See PlanSource in Action

Are you ready

to learn more?

Want to find out how we are helping to deliver the technology, services and support needed for a successful employee benefits program?

Fill out the info below and someone will contact you within 24 hours, we promise.