Spend less time managing employee benefits
Automate and simplify every aspect of your benefits program with PlanSource
New to PlanSource?
Whether you’re an employer, broker, reseller or just looking to our products, check out why the PlanSource benefits experience is above all the rest.
Explore Our Platform Packages
Are you looking for core ben admin tools, full benefits outsourcing or something in the middle? We offer 3 different platform packages to meet your unique needs.
How to Navigate New Lifestyle & Voluntary Benefits
Choosing your benefit offering is overwhelming. Our survey tool breaks down your needs to match you with providers to consider.
Maximize the Benefits of Your Benefits
Free up your HR team to focus on the bigger picture
25%
Total HR team time savings due to automation
3 weeks
HR time saved during open enrollment
Help employees make smarter, more confident benefits decisions
2 hours
Time saved per new hire with educational videos alone
+11%
Increase in HDHP participation
Spend less time worrying about compliance
6%
Average % of ineligible dependents uncovered with DependentIQ
100%
Electronic 1095-C forms to minimize ACA printing and mailing costs
Reduce the cost of offering
employee benefits
employee benefits
$3,500
Average annual savings per ineligible dependent removed with DependentIQ
25%
Total technology cost savings with Boost partner pricing
Maximize the Benefits of your Benefits
Free up your HR team to focus on the bigger picture
25%
Total HR team time savings due to automation
3 weeks
HR time saved during open enrollment
Help employees make smarter, more confident benefits decisions
2 hours
Time saved per new hire just with educational videos alone
+11%
Increase in HDHP plan participation
Spend less time worrying about compliance
6%
Average % of ineligible dependents uncovered with DependentIQ
100%
Electronic 1095-C forms to minimize ACA printing and mailing costs
Reduce the cost of offering
employee benefits
employee benefits
$3,500
Average annual savings per ineligible dependent removed with DependentIQ
25%
Total technology cost savings with Boost partner pricing
A Complete Employee Benefits Management System For …
Communications
Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more.
Shopping
Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else.
Enrollment
Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation.
Billing
Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time.
Compliance
Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more.
Administration
Configure, manage and automatically enforce even the most complex benefit plans and eligibility workflows within one easy-to-use system.
Outsourcing
Don’t have the time or HR resources to deal with benefits administration? With PlanSource Premium, you can outsource your entire employee benefits program to our team and get back to running your business.
Communications
Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more.
Shopping
Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else.
Enrollment
Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation.
Billing
Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time.
Compliance
Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more.
Administration
Configure, manage and automatically enforce even the most complex benefit plans and eligibility workflows within one easy-to-use system.
Outsourcing
Don’t have the time or HR resources to deal with benefits administration? With PlanSource Premium, you can outsource your entire employee benefits program to our team and get back to running your business.
Loved and Trusted by the World’s Best HR Teams
Now, my HR team isn’t stressed. They’re able to leave at 5 o’clock, whereas before it was a never-ending struggle to get everything done and in on time.
TAMMY VALLE
HR Director, The Meruelo Group
PlanSource is a super dynamic system, and honestly, I don’t know how we would have done this without technology.
CHRISTY GUILBAULT
Benefits Solutions Senior Manager, Entertainment Partners
PlanSource transformed tasks that used to take weeks or months for 1,000s of employees down to just minutes.
CHRIS FORBECK
HR and Benefits Manager, BrandSafway
5,000 EMPLOYERS & HR TEAMS
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500 NATIONAL & REGIONAL BROKERS
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16Â CARRIERS IN BOOST PROGRAM
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Demo Video: DecisionIQ
With PlanSource DecisionIQ, employees are given the tools necessary to make smarter, more confident decisions about their benefits.
Featured Resource
2023 Winter Product Announcement
2023 Winter Product AnnouncementAbout This year, invest in a benefits cloud provider who is committed to investing in their platform, tools and services. PlanSource understands how rapidly the benefits industry is always changing, and we respond by adapting our...
Vaccine Mandate FAQs
We’ve rounded up and answered some of your most frequently asked questions regarding how vaccine tracking and surcharge administration will work within the PlanSource system.
All Resources
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