Better Technology
for a Better Benefits
and HR Experience

With complete and intuitive cloud-based benefits administration and human capital management software, we’ve got your employee benefits program and human resources technology needs covered.

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Tell Us A Little About Yourself

Are You an Employer?     Are You a Broker or Consultant?     Are You a Carrier?

We Love Serving Employers!

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

With Beauty
With 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.

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

With 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!

With a 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.

With a Complete Solution
With ben admin, HCM and services that scales for your book of business – small or large employers –keep the technology partners you work with to a minimum.

With 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.

With the 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 Works with the Nation’s Top Insurance Carriers


See PlanSource in Action

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What’s New

Better Together

Next Generation Enrollment, a longtime partner, has become part of the PlanSource family, enabling us to bring your full employee benefits program to life.

Read It

15% Off Dependent Audits!

We are offering a 15% discount on dependent verification if you sign up before April 15, 2017. That’s extra savings on top of the savings you get by with an audit!

Sign Up!

Eclipse is Coming

And we’re not talking about that Eclipse. We’re talking about PlanSource Eclipse – our annual benefits and HR conference held in Park City, Utah. (PS – It’s still early bird.)

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