PlanSource news and announcements

Featured Articles

PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ

PlanSource, a leading provider of cloud-based benefits administration technology, has released a new solution that prevents ineligible dependents from enrolling in benefits plans.

PlanSource Launches Spring Product Release

PlanSource Launches AI/ML Powered Products and Improves Configuration for HR Teams in the Spring Product Release.

Prepare Benefits Selects PlanSource

PlanSource announced today that it has been selected by Prepare Benefits to provide a leading benefits administration platform and benefit services to customers in mid- to large-sized organizations.

PlanSource Raises $70 Million to Fuel Innovation in Benefits

PlanSource, a leading provider of cloud-based health exchange and benefits administration technology, has received a commitment for a minority equity investment of $70 million from Boston-based private equity firm Great Hill Partners.

PlanSource Adds MetLife to its Distribution Platform

PlanSource announced it has added MetLife, a global provider of life insurance, annuities, employee benefits to its distribution platform for employee benefits.

PlanSource Growing in all the Right Ways

PlanSource has experienced extraordinary growth since its founding in 2008 and has made a point of growing in the right way by prioritizing employees.

PlanSource Acquires ClearBenefits from San Mateo-based BENU

PlanSource announced the acquisition of the ClearBenefits benefits administration business from BENU, Inc. located in San Mateo, CA.

PlanSource Named Top 20 Most Promising Insurance Tech by CIO

CIO Review has selected PlanSource for its annual list of “The 20 Most Promising Insurance Technology Solution Providers.”

PlanSource Selected Benefits Tech for Entertainment Partners

PlanSource announced that it has been selected as the benefits platform for Entertainment Partners, the leader in payroll, residuals and production services.

PlanSource Closes Out 2014 with Expansion and Record Growth

PlanSource reported the achievement of 2014 year-end milestones including record sales, widespread adoption of its benefits administration solutions.

PlanSource Appoints Nancy Sansom as Chief Marketing Officer

PlanSource announced that Nancy Sansom has joined the company’s executive leadership team as Chief Marketing Officer (CMO).
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Press Contact

Cat Miller
Senior Director of Marketing 
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
Recent Resources
Employee Communications Demo

Employee Communications Demo

PlanSource Billing Reconciliation & Payment

PlanSource Billing Reconciliation & Payment

Customizable Employee Experience Demo

Customizable Employee Experience Demo

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