PRODUCT
3
2
Now Available
The Source
Learn More
Product
Benefits Platform
Services
Platform Overview
Streamline benefits administration, engagement and other HR tasks
g
Why PlanSource
See what PlanSource can do for employers, brokers and resellers alike
Employee Engagement Solutions
Empower your HR team with tools for seamless employee engagement
v
Communications
Intuitive benefits communication capabilities for effective engagement
Shopping
Simplify employee benefit choices while optimizing HR efficiency
N
Enrollment
Empower efficient, hassle-free enrollment with a user-friendly platform
Billing
Save time and money each month with automated benefits billing
Compliance
Our comprehensive compliance solutions ensure regulatory adherence
i
Administration
Efficiently manage employee benefits with industry-leading automation
Services Overview
Explore several comprehensive HR and administration services we offer
Benefits Outsourcing
Let us be a part of your HR team with premium benefits outsourcing
Employee Contact Center
Access efficient, personalized assistance for all HR and benefit inquiries
Billing Reconciliation & Payment
Ensure accuracy with Billing Reconciliation and Payment services
COBRA Administration
Let us handle the full cycle of COBRA responsibilities for your HR team
i
HRA/FSA/HSA Administration
Fully managed tax-advantaged benefit accounts to level up portfolios
R
Dependent Verification
Reduce costs with AI dependent verification and auditing services
Custom Communications
Personalize your employee benefit communications for engagement
P
ACA Add-On Services
Simplify ACA management with state reporting and fulfillment services
SOLUTIONS
3
2
Now Available
InsightsIQ Dashboard
Learn More
Solutions
By Role
By Area
Employers & HR
Explore employer HR tools from time tracking to compliance and more
Brokers
We'll help you enhance your business and better serve your clients
Y
Carriers
See how our platform empowers partners to thrive in the modern world
Resellers
Discover the incredible benefits of joining forces with us as a reseller
Decision Support
Empower smarter benefit decisions with robust decision support tool
U
EOI
Automate complexities of EOI for time and improved experiences
Mobile
Our innovative mobile solutions make on-the-go benefits access easy
Data Visualization
Revolutionize your benefits data with dashboards, reports and more
PRICING
CUSTOMERS
3
2
Customers
Customers Overview
Unlock the power of effortless engagement and benefits administration
A
Implementation
We provide the support you need to ensure successful implementation
f
Customer Experience
See how we create exceptional experiences for you and your workforce
i
Customer Resources
Access the knowledge you need to maximize your benefits experience
Product Releases
Check out our latest optimizations and cutting-edge product releases
PARTNERS
3
2
Try our new survey tool to find best fit solutions for your organization
Get Started
Partners
e
Partner Overview
Explore our diverse network of top-tier, strategic partnerships
g
Insurance Carrier Integrations
See how our platform empowers our partners in the modern world
R
HCM Solutions
Discover our HCM partnerships and how they optimize HR operations
Partner Marketplace
Easily find and compare the best benefit options with our Marketplace
RESOURCES
3
2
FEATURED RESOURCE
2024 Benefits Trends Report
Featured Resource
,
Guides & Reports
,
Interactive
Resources
By Type
By Topic
HR Discovery Center
i
All Resources
Guides & Reports
Webinars
Blogs
Product Sheets
d
Case Studies
Videos
Benefits Administration
Industry Trends
Open Enrollment
Demos
R
HR Efficiency
v
Employee Communications
h
Products & Services
Open Enrollment
Employee Engagement
Automation Tools
Benefits Outsourcing
Offering Employee Benefits
COMPANY
3
2
FEATURED News
PlanSource Appoints Mike Morini as Chief Executive Officer
Featured News
,
Press Releases
Company
U
Overview
Helping people live happier healthier lives by maximizing the benefits of their benefits
i
About
How we empower businesses with cutting-edge benefits technology
Careers
Unlock your full potential in a dynamic, forward-thinking organization
Eclipse
Check out latest updates on the top networking event of the year
Leadership
Discover the vision, expertise, and passion that fuels our team
z
News
Stay up to date on PlanSource announcements and partnerships
a
M
PRODUCT
3
2
Now Available
The Source
Learn More
Product
Benefits Platform
Services
Platform Overview
Streamline benefits administration, engagement and other HR tasks
g
Why PlanSource
See what PlanSource can do for employers, brokers and resellers alike
Employee Engagement Solutions
Empower your HR team with tools for seamless employee engagement
v
Communications
Intuitive benefits communication capabilities for effective engagement
Shopping
Simplify employee benefit choices while optimizing HR efficiency
N
Enrollment
Empower efficient, hassle-free enrollment with a user-friendly platform
Billing
Save time and money each month with automated benefits billing
Compliance
Our comprehensive compliance solutions ensure regulatory adherence
i
Administration
Efficiently manage employee benefits with industry-leading automation
Services Overview
Explore several comprehensive HR and administration services we offer
Benefits Outsourcing
Let us be a part of your HR team with premium benefits outsourcing
Employee Contact Center
Access efficient, personalized assistance for all HR and benefit inquiries
Billing Reconciliation & Payment
Ensure accuracy with Billing Reconciliation and Payment services
COBRA Administration
Let us handle the full cycle of COBRA responsibilities for your HR team
i
HRA/FSA/HSA Administration
Fully managed tax-advantaged benefit accounts to level up portfolios
R
Dependent Verification
Reduce costs with AI dependent verification and auditing services
Custom Communications
Personalize your employee benefit communications for engagement
P
ACA Add-On Services
Simplify ACA management with state reporting and fulfillment services
SOLUTIONS
3
2
Now Available
InsightsIQ Dashboard
Learn More
Solutions
By Role
By Area
Employers & HR
Explore employer HR tools from time tracking to compliance and more
Brokers
We'll help you enhance your business and better serve your clients
Y
Carriers
See how our platform empowers partners to thrive in the modern world
Resellers
Discover the incredible benefits of joining forces with us as a reseller
Decision Support
Empower smarter benefit decisions with robust decision support tool
U
EOI
Automate complexities of EOI for time and improved experiences
Mobile
Our innovative mobile solutions make on-the-go benefits access easy
Data Visualization
Revolutionize your benefits data with dashboards, reports and more
PRICING
CUSTOMERS
3
2
Customers
Customers Overview
Unlock the power of effortless engagement and benefits administration
A
Implementation
We provide the support you need to ensure successful implementation
f
Customer Experience
See how we create exceptional experiences for you and your workforce
i
Customer Resources
Access the knowledge you need to maximize your benefits experience
Product Releases
Check out our latest optimizations and cutting-edge product releases
PARTNERS
3
2
Try our new survey tool to find best fit solutions for your organization
Get Started
Partners
e
Partner Overview
Explore our diverse network of top-tier, strategic partnerships
g
Insurance Carrier Integrations
See how our platform empowers our partners in the modern world
R
HCM Solutions
Discover our HCM partnerships and how they optimize HR operations
Partner Marketplace
Easily find and compare the best benefit options with our Marketplace
RESOURCES
3
2
FEATURED RESOURCE
2024 Benefits Trends Report
Featured Resource
,
Guides & Reports
,
Interactive
Resources
By Type
By Topic
HR Discovery Center
i
All Resources
Guides & Reports
Webinars
Blogs
Product Sheets
d
Case Studies
Videos
Benefits Administration
Industry Trends
Open Enrollment
Demos
R
HR Efficiency
v
Employee Communications
h
Products & Services
