PlanSource news and announcements

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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.

Prudential Group Insurance Strategic Partnerships Improve User Experience

Prudential Group Insurance, a business unit of Prudential Financial, Inc. (NYSE: PRU), is helping to improve the process of choosing and managing group benefits with new and enhanced partnerships that will provide smoother, real-time and personalized interactions.

Harsh Chugh Joins PlanSource as Chief Financial Officer

PlanSource is delighted to announce that Harsh Chugh, a strategic financial leader, has joined the company as Chief Financial Officer. Harsh joins PlanSource with over 20 years of experience in finance, operations and management consulting.

PlanSource Offers Free Text Messaging throughout 2020

PlanSource, a leading provider of benefits software, today announced that it has made their Text Messaging feature available for free to new and existing customers through the end of 2020.

PlanSource Expands Boost Partner Program

PlanSource, a leading provider of benefits software, today shared details about the ongoing expansion of PlanSource Boost, its partner program designed to elevate today’s benefits experience.

PlanSource Launches Spring Release Featuring Mobile App

PlanSource Launches Spring Product Release Featuring Redesigned Mobile App and Enhancements to the HR Experience.

PlanSource Partners with The Standard

PlanSource, a leading provider of benefits software, announced that The Standard will join PlanSource Boost, a program created to enhance the benefits experience through optimized benefits shopping, simplified billing, preferred pricing and integrations that provide a real-time customer experience.

PlanSource Welcomes Alan Primeaux as COO

PlanSource is thrilled to announce that Alan Primeaux has joined the company as Chief Operating Officer.

PlanSource Experiences Transformational Year in 2019

PlanSource, a leading provider of cloud-based benefits administration technology, experienced vigorous growth in 2019, with significant increases in new business bookings and customer adoption, a new carrier partnership program and multiple product innovations.
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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
HR Experience Demo (Mobile Version)

HR Experience Demo (Mobile Version)

Guardian Plan Configuration Integration

Guardian Plan Configuration Integration

PlanSource Portfolio: Software, Services & Customer Experience

PlanSource Portfolio: Software, Services & Customer Experience

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