PlanSource Benefits Administration software with responsive mobile design

Better Technology
for a Better Benefits
and HR Experience

With complete and intuitive cloud-based benefits administration and human capital management software and services, PlanSource has your human resources and benefits administration technology needs covered.

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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

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.

Here’s a Few of Our Broker Partners

PlanSource Broker Partner Arthur J. Gallagher & Co.

PlanSource Broker Partner Lockton

PlanSource Broker Partner Marsh & McLennan

PlanSource Broker Partner OneDigital Health and Benefits

PlanSource Broker Partner USI

PlanSource Works with the Nation’s Top Insurance Carriers

PlanSource Carrier Partner Aflac

PlanSource Carrier Partner MetLife

PlanSource Carrier Partner Unum

See PlanSource in Action

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What's New

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Ineligible dependents can cost millions of dollars and put you at risk of noncompliance. The solution? Dependent verifications.

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Mobile Madness

The world doesn’t stand still, and neither do your employees. Learn how to engage and interact with teams on the go with a mobile benefits strategy.

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The Ultimate Eclipse!

Join us in Half Moon Bay, CA for Eclipse 2018, the benefits and HR event of the year - three days of non-stop learning, networking and fun!

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