[Product Update] Automatic Plan Recommendation on Voluntary Benefits

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Helping employees make informed decisions about their benefits is part of our mission to create the best benefits experience available. One native feature in PlanSource that helps do just that is Plan Recommendation.

When enabled, Plan Recommendation shows employees the ‘best match’ plan for any health or voluntary benefit, based on the employee’s unique preferences, expected usage and industry statistics. But because it’s defaulted to ‘Off’ and must be manually enabled by an admin for each benefit type, most customers aren’t taking advantage of this great feature today – or only use it for their Medical, Dental and Vision plans.

But that’s all set to change Thursday, August 27, with a product update that will automatically enable Plan Recommendation on select voluntary benefit types for all direct PlanSource customers. We’re rolling out this update ahead of open enrollment planning, so you can reap all the benefits this OE season – like an improved employee experience and higher participation rates.

The best part? There’s nothing you need to do to start taking advantage of it – we’ll do all the heavy lifting and automatically enable it for you! Read on for more details about this product update and what it means for you.

What’s changing and when?

On Thursday, August 27, PlanSource will automatically turn on the Plan Recommendation feature for Accident, Critical Illness, Long-Term Disability, Short-Term Disability and Voluntary Life (Employee, Spouse, and Dependent) plans active in your PlanSource BenAdmin system. All direct PlanSource customers will benefit from this update, with the exception of a few groups like current Jellyvision clients who are using the ALEX decision support tool.

Which benefits will be impacted?

To keep things simple, we’re only auto-enabling Plan Recommendation on volume-based voluntary products. That’s because these products don’t require you to enter any additional plan details for the feature to work.


Automatically Enabled For

  • Accident
  • Critical Illness
  • Long-Term Disability
  • Short-Term Disability
  • Voluntary Life: Employee
  • Voluntary Life: Spouse
  • Voluntary Life: Dependent



NOT Auto-Enabled For

  • Medical
  • Dental
  • Vision



Note: If you already have Plan Recommendation turned on for any of these benefits, this update will NOT impact your current settings.

What if I want to enable Plan Recommendations for ALL benefits?

Absolutely! You can turn on Plan Recommendation at any time for those benefits that won’t be automatically enabled. Admins simply need to enable the feature within BenAdmin system settings and enter a few plan-specific details when prompted. Similarly, if you’re wondering ….

Can I turn off Plan Recommendation for a particular benefit?

Yes, system admins have the flexibility to enable and disable Plan Recommendation at any time. This functionality exists at the individual benefit product level, so you'll need to follow the steps below for each benefit you'd like to disable. We'll be launching a PlanSource University (PSU) course soon on this topic, so be on the lookout for that resource!

To disable Plan Recommendation, an admin should:

  1. 1. Go to the Benefit Configuration area in your BenAdmin settings
  2. 2. Click “Advanced options”
  3. 3. Click the “Plan Recommendation Type” dropdown, and update to “blank”
  4. 4. Scroll down to the bottom of the page and click “Save”


Who can I reach out to if I have questions?

Our Account Management team is always here for you. Reach out to your Account Manager directly with any questions, or feel free to contact our Customer Support team by submitting a ticket here or by giving us a call at 877-549-8549.


We’re excited to roll this feature out early, so you can take full advantage this open enrollment season ... let us know what you think of it!

The PlanSource Team



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