Level-up your employee experience
Optimize your entire benefits program with leading AI/ML technology and personalized employee engagement capabilities.
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Brokers
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consumers
Trusted by the most agile & well equipped HR Teams & Brokers
Employer
Carrier
Carrier
EXPLORE OUR PLATFORM
A Year-Round Benefits Platform
Discover the key features, tools and partnerships you need to enable a year-round benefits and engagement strategy
Benefits Platform
AI & Engagement
Ecosystem Partnerships
Communication Capabilities
Personalization & Automation
Whether your workforce is remote or in-person, you need tools that make it easy to personalize, automate and track your communications.
PREMIUM OUTSOURCING
HR Extension
With Premium Benefits Outsourcing, we administer all aspects of your benefits program to put time back in your day.
Enrollment & Guided Renewal
Automation
From custom workflows to self-service guided renewal, our automation capabilities make enrollment and administration easier than ever.
MANAGED SERVICES
Support When & Where You Need it
Get the most out of your benefits investment with one or several of our services such as our contact center, billing reconciliation and more
DecisionIQ
Data-Driven Benefit Suggestions
With AI-powered DecisionIQ, 100% of employees automatically receive benefit recommendations without any extra effort on their part.
The Source
Engagement
The Source puts enrollment, benefits utilization, HR communications and more right in the palm of your employees' hands.
The Source Personalize +
Customization
The Source Personalize+ uses predictive analytics, micro segmentation and curated content to provide employees with timely health alerts.
DependentIQ
Automated Dependent Verification
DependentIQ uses AI technology to automatically approve 98% of required verification documents to save you time and reduce risk.
HCM
Partnerships with HR Leaders in Mind
We work together with our leading HCM partners to deliver a best-in-class HR and benefits management experience.
Boost
Integrations
Boost provides an elevated customer experience through our 18+ carrier partners and modern API integrations, simplified self-billing, preferred pricing and more.
Partner Marketplace
Lifestyle Benefits
Partner Marketplace simplified how HR leaders choose and implement the lifestyle benefits their employees' really want.
Resellers
Engagement Solution for Resellers
Get the technology and support you need to provide a differentiated experience while maintaining the independence to manage your employer groups.
See how PlanSource can elevate your benefits
25%
Total HR time savings due to automation
6%
Average % of ineligible dependents uncovered with DependentIQ
3 Weeks
HR time saved during open enrollment
+53
Net Promoter
Score
Score
25%
Total technology cost savings with Boost partner pricing
Intelligent Solutions for Brokers
Better Engagement for Employers
Faster Scalability for Resellers
CARRIER INTEGRATIONS
Integrated with Trusted Partners
We’ve invested in and fostered strong relationships across the ecosystem to deliver the best benefits and engagement experience possible.
PlanSource is a super dynamic system, and honestly, I don’t know how we would have gotten through Covid’s ups and downs without their technology.
Christy Guilbault
Benefits Solutions Senior Manager, Entertainment Partners
Success Stories
Latest News & Events
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The Tech Behind the Trust: How PAISBOA Powers Benefits for 150+ Schools
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Caddo Parish Public Schools | COBRA Services
Success Story Video: Caddo Parish Public Schools | COBRA ServicesLynn Hooper,...
Better Benefits Begin Today
Ready to re-imagine your benefits administration and employee engagement? Get a closer look at our platform and services with our interactive product tour.