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Your feedback made a difference! NPS score +53
Level-up your employee experience
Optimize your entire benefits program with leading AI/ML technology and personalized employee engagement capabilities.
  • Brokers
  • consumers
Trusted by the most agile & well equipped HR Teams & Brokers
A Year-Round Benefits Platform
Discover the key features, tools and partnerships you need to enable a year-round benefits and engagement strategy
Benefits Platform
AI & Engagement
Ecosystem Partnerships
Communication Capabilities
Personalization & Automation
Whether your workforce is remote or in-person, you need tools that make it easy to personalize, automate and track your communications.
HR Extension
With Premium Benefits Outsourcing, we administer all aspects of your benefits program to put time back in your day.
Enrollment & Guided Renewal
From custom workflows to self-service guided renewal, our automation capabilities make enrollment and administration easier than ever.
Support When & Where You Need it
Get the most out of your benefits investment with one or several of our services such as our contact center, billing reconciliation and more
Data-Driven Benefit Suggestions
With AI-powered DecisionIQ, 100% of employees automatically receive benefit recommendations without any extra effort on their part.
The Source
The Source puts enrollment, benefits utilization, HR communications and more right in the palm of your employees' hands.
The Source Personalize +
The Source Personalize+ uses predictive analytics, micro segmentation and curated content to provide employees with timely health alerts.
Automated Dependent Verification
DependentIQ uses AI technology to automatically approve 98% of required verification documents to save you time and reduce risk.
Partnerships with HR Leaders in Mind
We work together with our leading HCM partners to deliver a best-in-class HR and benefits management experience.
Boost provides an elevated customer experience through our 18+ carrier partners and modern API integrations, simplified self-billing, preferred pricing and more.
Partner Marketplace
Lifestyle Benefits
Partner Marketplace simplified how HR leaders choose and implement the lifestyle benefits their employees' really want.
Engagement Solution for Resellers
Get the technology and support you need to provide a differentiated experience while maintaining the independence to manage your employer groups.
See how PlanSource can elevate your benefits


Total HR time savings due to automation


Average % of ineligible dependents uncovered with DependentIQ

3 Weeks

HR time saved during open enrollment


Net Promoter


Total technology cost savings with Boost partner pricing
Intelligent Solutions for Brokers
Better Engagement for Employers
Faster Scalability for Resellers
Integrated with Trusted Partners
We’ve invested in and fostered strong relationships across the ecosystem to deliver the best benefits and engagement experience possible.
PlanSource is a super dynamic system, and honestly, I don’t know how we would have gotten through Covid’s ups and downs without their technology.

Christy Guilbault

Benefits Solutions Senior Manager, Entertainment Partners
Success Stories
Latest News & Events

Better Benefits Begin Today

Ready to re-imagine your benefits administration and employee engagement? Get a closer look at our platform and services with our interactive product tour.
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
What is Benefits Outsourcing and Is It Right for You?
What is Benefits Outsourcing and Is It Right for You?
Partner of the Week: Modern Health
Partner of the Week: Modern Health
UrbanSitter | Weekly Source: Lynn Perkins
UrbanSitter | Weekly Source: Lynn Perkins
Latest News
PlanSource Product Release Springs into Personalization

PlanSource Product Release Springs into Personalization