Better Technology
for a Better Benefits Experience

Flexible and intuitive software and services for benefits shopping, enrollment, billing, compliance and administration

PlanSource benefits administration technology with responsive design

Tell Us A Little About Yourself

I'm an Employer I'm a Broker or Consultant I'm a Carrier

We Love Serving Employers!

Completeness
Benefits shopping, enrollment, billing and compliance, PlanSource gives you the features you need to keep manual and administrative tasks to a minimum.

Beauty
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.

Affordability
Strong partnerships with leading health and voluntary insurance carriers provide financial credits and data exchange that give a lower cost of ownership.

Security
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.

Here are a Few of Our Employer Customers

Learn More About How We Serve Employers

Hear What Our Employer Partners Have to Say!

New Andrea Evanter
The CORE Group

Hear What Others Have to Say

We Love Partnering With Brokers and Consultants!

Tailored Approach
With expert sales and account management teams, PlanSource works closely with brokers and consultants with flexible service models for both setup and support.

Complete Solution
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.

Proven Results
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.

Right Incentives
With funding from the country’s largest insurance carriers, we will help keep the cost of benefits administration - and the employee benefits program - affordable.