New Life Events
When an employee gets married, has a baby, or experiences some other life event, we make it easy and convenient for her to update her benefits and provide required documentation, and simple for HR professionals to review and approve this information.
New New Hire Experience
A modern and mobile-friendly benefits shopping and enrollment process creates a great first impression for new hires. See how PlanSource helps new employees get off to a good start with a simple and intuitive benefits enrollment process.
Get a taste of who PlanSource is and what we do in this short video. See how we help thousands of families across the country get access to valuable benefits coverage.
PlanSource Benefits Administration
Get a taste of what PlanSource Benefits Administration does in this short video. See how we help by providing a complete cloud-based benefits administration experience.
Human Capital Management Sheet
PlanSource is a complete human resource software solution for employers who need benefits administration and a suite of full-service human capital management (HCM) tools.
Use this PPT to give your clients an
overview of PlanSource: outline our
benefits administration and HCM solutions,
carrier partners, support options, and more.
Sample Email Campaign—HCM
A great way to get the word out about our partnership is through an email marketing campaign. We’ve put together some handy templates and drafted texts to get you started!
Get the facts: nearly 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.
Not sure what the difference is between an HMO and a PPO? Wondering what accident insurance covers?
Get the answers to these and many other benefits conundrums in these bite-sized videos.
Coinsurance is the percentage of medical expenses shared by you and your insurance company after you have reached your deductible.
When can I
There are only certain times when you can enroll in benefits or make changes – when you’re first hired, during open enrollment, or after a qualifying life event.
More Good Stuff
We’ve been busy making our solutions the best they can be. See what’s coming down the PlanSource product pike.
Get an in-depth look at issues that affect how you do business, including the ACA and the advent of private exchanges.
Learn more about PlanSource Eclipse; the annual HR + Benefits tech conference, bringing together product wizards and industry experts.