The Source Toolkit for Customers
Everything you need to build, implement and communicate The Source to your employees. The tool-kit gives you access to configuration instructions, example emails, text messages and campaign ideas to run throughout the year. Additionally, we have created a postcard template for you to customize and mail to employees for open enrollment as well as a poster to hang around offices. Download the templates below to get started!
PlanSource Wins Globee® Silver Disruptor Award
Award recognizes PlanSource’s AI virtual assistant and innovation in transforming the benefits experienceOrlando, Fla. – June 26, 2025 – PlanSource, a leading provider of cloud-based benefits administration technology and services, today announced it has been named a...
Empathy, Innovation & Action: Top Takeaways from HR Leaders Who Spoke at Eclipse
Empathy, Innovation & Action:Top Takeaways from the HR Leaders Who Spoke at EclipseTop HR leaders at PlanSource Eclipse shared insights on AI, benefits, and culture, driving the future with innovation and action.Addie Sorhaïtz [rt_reading_time label="Read Time:"...
Charting the Future of PlanSource: Our Vision for What’s Ahead
Discover how PlanSource unveiled game-changing AI innovations at Eclipse 2025, transforming how HR leaders manage benefits and how employees choose them. The future of benefits starts here.