for a Better Benefits Experience
Flexible and intuitive software and services for benefits shopping, enrollment, billing, compliance and administration
We Love Serving Employers!
Benefits shopping, enrollment, billing and compliance, PlanSource gives you the features you need to keep manual and administrative tasks to a minimum.
A customizable and mobile-friendly employee experience that sizes to any device, we do benefits administration right and look good doing it at the same time.
Strong partnerships with leading health and voluntary insurance carriers provide financial credits and data exchange that give a lower cost of ownership.
PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform and we are committed to the stability of our system and the safety of your data.
We Love Partnering With Brokers and Consultants!
With expert sales and account management teams, PlanSource works closely with brokers and consultants with flexible service models for both setup and support.
Ben admin, HCM and services that scale for your book of business – small or large employers –keep the technology partners you work with to a minimum.
With PlanSource on your side, you’ll win more cases, keep your existing ones, and increase participation on products that are critical to employee health and well-being.
With funding from the country’s largest insurance carriers, we will help keep the cost of benefits administration - and the employee benefits program - affordable.
Here’s a Few of Our Broker Partners
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Have A Happy OE.
Join us for OE Week 2019, 5 days of 5 free webinars held daily at 2pm ET August 19-23.
Relive the Magic of #PSEclipse
Keynote and other session videos now available!
Help Control Benefits Costs
Dependent Eligibility Audits help companies save money and stay compliant.
PlanSource Acquired by Vista Equity Partners
Benchmark Your Benefits
Announcing The 2019 Benefits Benchmark Report!