PlanSource Understands Employees
Benefits are an important part of life
We Understand What Employees Want in Benefits
Benefits are an important reason why employees remain with their employer for the long haul.
Being asked to shoulder more of the cost makes employees less loyal to their employer.
Flexibility is Important
Employees are more loyal to their employer if they are able to customize their care.
Access is Critical
24/7 access via their preferred method of communication is not a nice-to-have, but the rule.
PlanSource Makes Benefits Easy for the Employee
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.
Throughout the shopping experience, PlanSource asks relevant questions and surfaces meaningful and timely information to provide personalized plan recommendations aligned to employee preferences.
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.
PlanSource Has the Right Functions
PlanSource offers an end-to-end solution that ensures accuracy by connecting to payroll, stays compliant by measuring hours worked and automates work by generating IRS forms. Seamlessly part of benefits administration, PlanSource imports hours from payroll, measures hours for coverage, activates/deactivates employee coverage, and generates and sends the forms to the government to help you stay compliant.
Insurance products can be complex, so a big challenge for human resource departments is educating employees about what the products are and why they need them. PlanSource helps consumers understand the benefits that are offered to them, and make the right choices based upon their unique needs. That’s why PlanSource supports the consumer’s decision making in two important ways: comprehensive education and personalized recommendations.
Let’s face it – benefits and insurance can be complex and really confusing. And that confusion can result in misinformed employees who buy products that are not totally right for them. That’s why PlanSource includes free educational videos that explain some of the basic concepts in health, wellness and benefits. Employers can use these short, animated (and pretty cool) videos during open enrollment and year-round for employee education.
PlanSource Has the Right Features
We guide employees through the process so that they can shop for benefits the same way they shop for other products online.
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.).
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.
Understand out-of-pocket responsibilities and deductions, and receive push notifications and electronic benefit confirmation statements.
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 Support
Engage with your Hispanic employee population by providing a user- friendly benefits shopping and enrollment experience in Spanish.
See PlanSource in Action
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
Watch The Newest Webinars
View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.
Read Our Latest Press
Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.