Platform & services
One partner for all your benefits administration needs.
PlanSource replaces fragmented tools with one unified platform, and one accountable partner. From core benefits administration to ACA, COBRA, carrier billing, and more, our full suite of services works together as one coordinated solution.
One Platform
Strong where HR needs it, simple where employees do.
One unified platform supports every side of benefits administration — giving HR the control and flexibility they need, while keeping the employee experience clear, personal, and easy to navigate.
HR EXperience
An intuitive, secure, and configurable platform.
Take control of your benefits ecosystem with a platform designed for accuracy, visibility, and control. No matter how many plans, vendors, or populations you manage, our system unifies it all into a single clear view — keeping data, compliance, and workflows in sync while eliminating the noise and manual effort.
employee experience
A single, personalized destination for benefits.
Give employees a benefits experience that’s personalized, guided, and connected from enrollment to the everyday moments that follow. From bundled decision support to claims-aware next best actions, we make it easier for people to choose and use their benefits in the moments that matter most.
End-to-end benefits support
Every service you need, under one roof.
PlanSource’s extended services work hand in hand with the core platform to simplify the most complex aspects of benefits administration.
Intelligence in Action
If AI doesn’t work in the real world, it doesn’t work.
PlanSource applies agentic and generative AI with real-world benefits — helping verify dependents, automate routine work, and keep complex processes moving smoothly, so teams can work faster with less effort.
Implementation & ongoing configuration
Both during implementation and as plans change, AI translates complex requirements into accurate configurations, flags discrepancies, runs automated tests, and keeps rules, eligibility, and integrations aligned to reduce rework and help teams move forward with confidence.
Reporting & insights
AI helps generate real-time dashboards, identify trends, and call out things that may require attention, so reporting becomes easier to understand, easier to trust, and easier to act on — without replacing human judgment.
Employee communications
AI makes it easier than ever for HR teams to quickly create and deploy tailored messages that inspire action and engagement — right from within the platform.
Dependent verification
AI helps automate and enforce dependent verification accurately and consistently. Intelligent checks reduce manual reviews, flag discrepancies early, and help ensure compliance with eligibility — lowering risk, cost, and administrative effort over time.
Virtual assistant
AI-powered virtual assistance helps people get answers faster and with less friction — for both employees and HR admins. By helping people with everything from routine questions to how to best use the platform, the virtual assistant improves the experience while keeping human support available when it’s needed.
Service center experience
AI helps strengthen service center interactions by surfacing real-time sentiment, highlighting coaching opportunities, and identifying trends across conversations. Representatives get better context and support in the moment, helping teams deliver more consistent, empathetic service — without losing the human connection.
Built for real outcomes
Because results matter more than promises.
The people who use PlanSource daily understand its value the best. Their experiences reflect a system built to stay reliable, scalable, and steady under real-world demands.
“What really appealed to us about PlanSource was the flexibility offered within the product and how it would be easily positioned for any type of customer in any type of industry.”
— Nicole Coffman
Director of Implementation and Support Services at Veritas Prime. Partner since 2021
“The primary thing that helps us with PlanSource is the flexibility of the system. We’ve been able to accommodate every request.”
— Maribel Rogers
Director of Benefits Technology at Stephens Insurance. Partner since 2019.
“PlanSource tends to be more creative in regards to HCM integrations and is acting in a more strategic fashion than many of their competitors.”
— Mark Rieder
Head of Innovation at NFP. Partner since 2014.
