Author: Mike Morini, CEO

Today, we’re introducing a new PlanSource. You’ll notice a new look, new colors, and a clearer way of telling our story. But the real change lies in the transformation behind the scenes — a renewed focus on experience, innovation, and service excellence, delivered by a team committed to raising the bar.

Over the last year and a half, our leadership team has guided a focused transformation across PlanSource. Together with the talented people already here, we’ve added new benefits and implementation experts to accelerate innovation, elevate the customer experience, and ensure everything we build reflects what HR teams need most — at scale. We’ve strengthened our service delivery with clearer processes, faster follow-through, and higher consistency. The improvement has been meaningful and steady. Alongside these operational improvements, our product teams have continued to innovate on a platform already known for its strength and flexibility. From new capabilities to smarter workflows, we’re investing in enhancements that help HR teams move faster, stay compliant, and deliver a better experience at scale.

Because in truth, the work HR is doing has changed. Today’s HR teams are expected to deliver intuitive, personalized employee experiences, move fast without sacrificing accuracy, stay compliant, manage costs, communicate clearly, and answer questions in the moment — even as the day‑to‑day demands never let up and teams remain lean.

We didn’t refresh the PlanSource brand to keep up with a trend. We did it to mirror the progress we’ve made, and to match the standard HR leaders deserve from the partners they rely on.  And we did it because our ambition is bigger — to set a new benchmark for the industry and establish PlanSource as the undeniable leader in benefits administration.

And as we’ve listened, built, tested, and delivered what’s next, one question has continued to guide us:

What would it look like if benefits administration were easier for everyone?

That mission is still our north star: to make it easier for people to choose, use, and manage benefits through engaging, AI-powered experiences. Not by piling on more tools. By making the tools you already have simpler to use, more connected, and more supportive for real people.

Today we’re walking you through what that future looks like, how we’ve built it, and how it’s being delivered, now with a new look.

Tech Built for What’s Next

Modern benefits administration depends on technology that can keep pace with change without creating more work for HR. When systems are slow or rigid, timelines stretch, manual effort grows, and confidence erodes. That’s why we’ve invested in a modern, flexible platform designed for reliability, scalability, and speed.

Connectivity is a cornerstone of that foundation. Carrier complexity isn’t going away, but manual, point-to-point work shouldn’t fall on HR. We’ve expanded our carrier API integrations to deepen connectivity across the ecosystem, reduce manual intervention, and keep updates consistent as plans, carriers, and organizations evolve.

We’re also delivering fast, accurate configuration through smarter workflows, responsibly tested AI, and stronger validation. Routine changes no longer need to feel high-risk. The result is less rework, greater accuracy, and more time for HR teams to stay focused on strategy instead of cleanup.

AI-Forward, Human-First

HR doesn’t need hype; it needs practical support that improves accuracy, reduces friction, and keeps people in control. That belief shapes how we design and deploy AI across the platform.

Today, AI-powered communications tooling helps HR teams create clear, tailored messages faster, without starting from scratch each time. Personalized enrollment journeys guide employees with clarity, reducing decision overwhelm. AI-powered virtual assistance supports both employees and administrators with real-time guidance. Dynamic dashboards surface actionable insights quickly, giving administrators the ability to spot trends and act with confidence in real time.

We’re also using AI to simplify some of the most complex parts of benefits administration — including implementation. By automating routine configuration steps, applying intelligent validation, and reducing manual intervention, AI helps create a smoother path from kickoff to go‑live with fewer errors and more predictability.

And we’re deliberate about where AI doesn’t belong. For something as significant as benefits decision support, the stakes are too high for guesswork. Instead of automated recommendations, we rely on proven statistical models that present transparent plan options and tradeoffs — empowering people to choose with confidence and control.

Experts in Action

Technology matters, but it takes bold, curious, and determined people to turn it into progress. That’s why we’ve built a team with deep benefits expertise — people who don’t just understand complexity, but challenge it. Our experts question outdated processes, push for smarter ways of working, and refuse to accept “that’s just how it’s always been” as an answer.

They bring clarity to messy problems, urgency to tough timelines, and a level of rigor that raises expectations — not just for our own work, but for the industry. This mindset accelerates innovation, sharpens execution, and ensures the solutions we deliver aren’t just modern, but meaningful.

It’s this combination of expertise and forward-thinking that enables us to build faster, deliver with more precision, and help HR teams stay several steps ahead.

Service That Never Settles

Service isn’t a department. It’s a commitment that shows up in every interaction. Our approach to service is proactive by design — anticipating needs, resolving issues early, and strengthening reliability across the entire client journey.

That commitment is reinforced by better visibility, clearer workflows, and faster response enabled by our platform. When challenges arise, clients aren’t left navigating them alone — they’re supported by experienced people, informed by data, and backed by systems designed to keep things moving.

And our partnership doesn’t end at launch. As organizations grow and change, we stay engaged — continually refining the experience, adapting to new needs, and ensuring the platform keeps pace. Support continues long after implementation, because reliability is earned over time, not delivered once.

Trust isn’t built when everything is easy. It’s built when things get hard and your partner shows up with clarity, consistency, and care.

This rebrand is a statement of focus. It reflects the progress we’ve made behind the scenes and the commitments we’re making publicly: to keep simplifying what’s complex, keep building technology that truly serves, and keep showing up with the expertise and care HR deserves.

We’ve built a benefits experience that’s simpler, smarter, and more human — powered by modern infrastructure, strengthened by AI where it adds real value, guided by experts, and delivered with consistency you can count on.

We’re raising the bar for benefits administration — and we’re just getting started.

Read the full press release to learn more about this next chapter for PlanSource and the organizations we serve.