Why Plansource
Benefits were stuck in the past, so we built what’s next.
By combining purposeful AI with steady human guidance, we help teams manage benefits with clarity, and support real decisions in real time, delivering an experience that works for everyone.
Our Philosophy
Where our worldview becomes your workflow.
We believe in a better way to run and service benefits — one that’s clearer, more dependable, and designed to keep getting better.
A platform built to make complexity feel simple.
Designed to untangle workflows and turn complicated processes into clear, intuitive steps that help people move with confidence.
AI that drives accuracy and lightens the load.
Intelligent tools that surface patterns, clarify next steps, reduce manual effort, and keep the benefits process moving smoothly.
Service rooted in clarity, empathy, and consistency.
People who show up, stay connected, and provide dependable support from implementation through open enrollment and beyond.
Deep integrations that keep your ecosystem in sync.
Connections across your tech stack that keep data aligned and systems communicating, so every partner works from the same accurate, up-to-date information.
proof in performance
A true partner shows up. And shows results.
The results speak clearly. When better technology and steady human support work together, teams save time, reduce effort, and deliver a stronger benefits experience.
Switching made simple
We make getting to a better system as straightforward as using one.
Our expert-led implementation process combines experienced guidance with AI-supported checks and automation to make transitions smooth, structured, and predictable.
CUSTOMER IMPACT
The PlanSource difference is more than theoretical.
From smoother transitions to steadier performance over time, these stories show what teams experience working with PlanSource.
“It really is a partnership. PlanSource really understands our team members and our business. They customize solutions and respond effectively.”
— Paula Stop
Director of Total Rewards at The Fresh Market. Partner since 2023.
“PlanSource is truly indispensable. Without this common software, we simply wouldn’t be able to deliver high-quality benefits at the fairest price to all of our member schools.”
— Heather Gelting
Executive Director of PAISBOA. Partner since 2018.
“It’s simple. We recommend PlanSource to our clients based on confidence and their ability to positively contribute to the experience of Aflac products.”
— Kevin McFadden
Broker Technology Executive at Aflac. Partner since 2015.
“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.
