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Maximize the benefits of your benefits with PlanSource

About PlanSource

PlanSource automates and streamlines every aspect of employee benefits programs, so HR teams can spend less time on ben admin tasks and more time where it really matters. Our powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customers is why more than 3,500 employers and 5 million consumers trust PlanSource for their benefits.

Focused on our world’s future, we are dedicated to continually improving our environmental impact, social responsibility, and policy governance.

A Vista Company

๎€

2008

founded
๎€Ÿ

3

locations

๎„‰

800+

team members

๎€ก

500+

brokers

๎€•

3,500

customers
๎ƒฉ

5+ million

consumers

A Vista Company

Solutions

Employers & HR

Whether youโ€™re in the C-Suite or in the day-to-day weeds, PlanSource helps HR and Benefits teams do their jobs more effectively, with solutions that give you clear visibility into benefit program performance and hours back in your day.
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Brokers

We donโ€™t compete against brokers or sell direct to employers. In fact, our entire business model is designed with benefits brokers and consultants in mind. With a complete portfolio of benefits software and services, PlanSource will help you grow your business and keep your customers happy.
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Resellers

Resellers need a great benefits technology solution to manage all aspects of their business. As a reseller you manage the client relationship, including implementation, annual open enrollment and everything in between. You control your own destiny and put our sophisticated technology to use while handling the unique needs of your clients.
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2008
Founded
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2012
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Series A Funding
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PlanSource partners with first carrier, Guardian
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2014
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Series B Funding
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2015
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Record Growth, New Executives and Expansion closes out 2014
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Growth / Expansion
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PlanSource Acquires ClearBenefits
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$70M Funding from Great Hill Partners
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2016
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Ultimate Software partners with PlanSource
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Hosted first Eclipse Conference
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2017
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PlanSource Acquires Next Generation Enrollment
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Mobile Benefits Enrollment Launch
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OneDigital Minneapolis selects PlanSource to run Benefits Technology
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2018
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Year in Review and 10 year Anniversary
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4myBenefits Selects PlanSource as Benefits Technology Partner
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Kronos and PlanSource Launch Unified Benefits Solution
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2019
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PlanSource Acquisition by Vista Equity Partners
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PlanSource Celebrates 4th Year of Eclipse Conference
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PlanSource Experiences Transformational Year
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2020
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PlanSource launches Boost program with first carrier, Guardian
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Redesigned Mobile App and Boost APIs launch
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PlanSource Expands Boost program
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PlanSource offers free Text Messaging to help with COVID-19
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Summer Product Release unveils new Boost APIs and Renewal Experience
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2021
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PlanSource Shares Review of 2020
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PlanSource Launches IQ Suite in the Spring Product Release
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PlanSource Unveils New Partner Marketplace
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Sage People Partners with PlanSource
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PlanSource Announces New CEO
Simplifying Benefits for Employers of All Types
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JENN
"When looking for a software solution, we needed something that also has exceptional customer service. We didnโ€™t have time to raise an issue and have it wait 2-3 days for a response. And now, we donโ€™t have to."
JENNIFER GAW

Director of Human Resources, Dermalogica

Breatriz
โ€œWe value the relationship with the PlanSource Customer Success Team that allows us to work issues in a timely manner.โ€
BEATRIZ OSPINA

SHRM CP Benefits Specialist from The Fresh Market

LINDSAY
"We received very quick responses from our PlanSource Open Enrollment team whenever we had a question or concern."
PAGE TRANTHAM

VP, Finance & Owner, Trantham Services Inc

Jeff
โ€œWorking with PlanSource this open enrollment for Valley Presbyterian Hospital has been an excellent experience thus far. Our two customer success team members are super to work with and very knowledgeable.โ€
JEFF ADAMS

Partner at Preferred Partners Insurance Agency

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Modernize Your Benefits Experience with PlanSource Boost

Through our groundbreaking Boost program, PlanSource has partnered with leading insurance carriers to create the customer experience of the future. Real-time API integrations reduce setup time for HR teams and provide a consumer-friendly shopping experience.

Explore Boost

Get Great HR and Benefits Resources Delivered Right to Your Inbox

Featured Resources

Demo Video: DecisionIQ

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Benefits Trends Report

Sage Partners with PlanSource