PlanSource | Save Time with Our Benefits Management Platform

Spend less time managing employee benefits

Automate and simplify every aspect of your benefits program with PlanSource

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PlanSource Partner Marketplace

We recently added 9 new partners to our marketplace. Learn more about these unique providers.

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Leading a Successful Implementation

See how real PlanSource customers navigated their ben admin implementation experience.

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Celadon Release: A Boosted OE Experience

This summer’s product release brings enhanced integrations, new DecisionIQ benefits and more!

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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

$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

$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.

Learn More

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.

Learn More

Loved and Trusted by the World’s Best HR Teams

Slide

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

Slide

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

Slide

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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16 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.

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Featured Resource

2022 Benefits Benchmark Report

We’ve analyzed the over 200 million enrollments in our platform to bring you the latest benefits data in an easy-to-read report. Learn which benefits were the most popular, how much employers and employees are paying and the top education strategies from last year. Download our report now to stay on top of key OE benchmarks and our predictions for 2022.

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.

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