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Summer 2024 Product Release Reveals New AI Virtual Assistant & Payroll Solutions

PlanSource releases Olive, the virtual assistant, closed loop payroll and carrier integrations in the summer release.Orlando, Fla. – Aug 27, 2024 – PlanSource, a leading provider of cloud-based benefits engagement technology, announced today the launch of its ...

PlanSource Welcomes Jennifer Zador as General Counsel & Chief Compliance Officer

Legal and Compliance leader with more than 20 years of experience to drive legal strategy at PlanSourceOrlando, Fla. – August 6, 2024 – PlanSource, a leading cloud-based benefits engagement platform, welcomes Jennifer Zador as General Counsel and Chief Compliance ...

PlanSource Appoints Mike Morini as Chief Executive Officer

Software industry leader with focus on customers, culture and community to drive next phase of growth at PlanSourceOrlando, Fla. – June 25, 2024 – PlanSource, a leading cloud-based benefits engagement platform, has welcomed Mike Morini as Chief Executive Officer. ...

Synergos360 Partners with PlanSource to Offer Benefits Engagement Platform

Synergos360 Partners with PlanSource to Offer Industry-Leading Benefits Engagement and Communication Platform to ClientsOrlando, Fla. – June 11, 2024 – PlanSource, a leading cloud-based benefits engagement platform, announced a new reseller partnership with ...

New Retroactive Payroll Module in the Spring 2024 Product Release

PlanSource Announces New Retroactive Payroll Module in the Spring 2024 Product ReleasePlanSource releases highly requested Retroactive Payroll feature, updates to The Source and increased efficiency for HR teams. Orlando, Fla. – May 21, 2024 – PlanSource, a ...

PlanSource Charges into 2024 as Market Leader in Benefits Engagement

PlanSource Charges into 2024 as Market Leader in Benefits Engagement, Personalization and CommunicationProjected to have record growth in 2024, PlanSource goes all in on AI communications, benefits engagement and modern employee experience ORLANDO, Fla. – ...

PlanSource’s 2024 Product Release Brings Benefits Engagement and AI

PlanSource’s 2024 Product Release Bring Benefits Engagement and AI to the Forefront PlanSource releases a new AI communications tool, ACA enhancements, new integrations, and enrollment API updates ORLANDO, Fla. – February 14, 2024 – PlanSource, a leading provider ...

RT Consulting Chooses PlanSource as Exclusive Benefits Engagement Platform

RT Consulting Chooses PlanSource as Exclusive Benefits Engagement Platform Orlando, FLA. – November 15, 2023 – PlanSource, a leading cloud-based benefits engagement platform, announced a new reseller partnership with RT Consulting, a HR management and ...
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Press Contact

Cat Miller
Vice President of Marketing & Communications

321-418-7421
press@plansource.com

About PlanSource
PlanSource is a technology company driven to create a better benefits experience for employers and their employees. More than 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration. By combining industry-leading software and a full suite of professional services, PlanSource provides companies of all sizes with a complete solution for benefits shopping, enrollment, billing, compliance and administration. 

2008

founded

4

locations

650+

team members

500+

brokers

5,000+

customers

7.5+ million

consumers on platform
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