PlanSource Acquired by Vista Equity Partners, Marking a New Phase of Growth! Read more
Better Technology
for a Better Benefits Experience
Flexible and intuitive software and services for benefits shopping, enrollment, billing, compliance and administration
Tell Us A Little About Yourself
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
Hear What Our Employer Partners Have to Say!
New Jamie Higdon
Learning Care Group
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.
PlanSource Works with the Nation’s Top Insurance Carriers
Sign Up for Our Monthly Newsletter
What's New?
MetLife + PlanSource
Offer a mix of MetLife products to your employees and reduce your monthly fee for PlanSource benefits administration technology to $0!
Elevate Your Work at the Most Exclusive Event in Benefits and HR
Register now for just $599.
Help Control Benefits Costs
Dependent Eligibility Audits help companies save money and stay compliant.