About PlanSource
One Source. Many Benefits.

Who is PlanSource?  See the Facts

A Quest to Create the Best Benefits Experience Available

At PlanSource, we are devoted to creating the best benefits experience available.

Helping people get the coverage they need is immensely important. Benefits give people peace of mind, access to invaluable health care, and can even save them from financial ruin. It’s a responsibility we take seriously. That’s why we are honored to partner with thousands of organizations on custom benefits programs that help millions of employees and their families when they need it most.

PlanSource provides a cloud-based solution for benefits administration that is affordable, intuitive and highly configurable to support any benefits strategy. Combined with a range of complementary benefit services, PlanSource is an employer’s single and complete source for benefits engagement and administration.


This is What We Do

Who is PlanSource?
Get a brief taste of who we are, what we do and what makes us tick

Benefits Administration
See how our ben admin solution can help you expect the unexpected.

Join the Team

PlanSource is growing fast and we are looking for good people to grow with us. A career at PlanSource will give you the opportunity to work with best-in-class technology, have fun with some great colleagues, enjoy a competitive compensation package and help a lot of people get vital benefits coverage.

 Go to Careers

Proudly Serving Customers of all Shapes and Sizes

Technology plays an integral role in an organization's benefits strategy. We are honored to work with companies of all sizes and from virtually every industry to help them efficiently manage their benefits and HR programs, maintain compliance and provide their employees with an intuitive benefits shopping and enrollment experience.

Meet Our Customers

PlanSource and Insurance Brokers:
Like Peas and Carrots

PlanSource sells its products and services exclusively through the insurance broker community. We work hand in hand with brokers to help them to expand their books of business and provide employers with the best insurance plans possible for their employees and their families. And regardless of your technical proficiency, we have a model that can suit your needs

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The Importance of Partners

Playing nicely with others has never been so important

Just as raising a child takes a village, providing quality benefits takes an entire community. That’s why we partner with a wide network of insurance carriers, brokers, associations and other technology providers. Through exclusive agreements with insurance carriers, we make the PlanSource system affordable and quick to set up. Through partnerships with leading HCM providers, we can provide out-of-the-box integrations so you can keep your automatically keep your payroll system in sync with PlanSource. And through our QuickConnect partners, HR teams can quickly select and implement a range of popular benefits.

Check Out Our Partners

Experience the Benefits and HR Event of the Year

Go to Eclipse!

Read all About it!

Press Releases

PlanSource in the News

Media Kit


Meet the Team!

It starts at the top. The PlanSource leadership team obviously leads the company on a day-to-day basis and sets our long-term strategy, but more importantly, they are here to inspire and ensure that the drive to build the best benefits experience is infused into every aspect of our business. They are composed of builders and entrepreneurs and healthcare veterans and trail blazers. We can’t wait for you to meet them.

Meet the Team

ISO 27001 Certified

After an extensive third-party audit, PlanSource received the prestigious ISO 27001 certification in 2020. ISO 27001 is an internationally accepted security standard and proves PlanSource has the security in place to protect customer data securely.

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