Customer Experience
Service isn’t a deliverable. It’s a discipline.
From the very start, you’re supported by a dedicated account lead and a team of experts who stay deeply invested in your success, and deliver service you can count on.
Expert-Led Service
How we engineer great service from day one.
At the core of our service is accountability, expert support, and dependable outcomes you can trust.
One accountable lead
You have a single, dedicated point of contact who owns your experience from before implementation through onboarding and every day after. Accountability stays clear, and so does progress.
Expert support network
Your account lead is backed by a network of specialists with deep benefits and platform knowledge. Whatever the need, the right expertise is applied, so you never have to navigate complexity alone.
Thoughtfully applied AI
We use AI to increase accuracy, surface best practices, and strengthen benefits experiences — without replacing human judgement.
Service built to scale
Our practice leadership function defines, documents, and improves how service is delivered, ensuring a consistently high-quality experience no matter who you’re working with or how you grow.
Partnership with visibility
We operate as strategic partners, not a black box. You gain transparency, insights, and guidance that keep you informed and ahead — while we carry the operational load.
Getting started
The move is even easier than the decision to do it.
Our approach builds confidence from the very start. By aligning early and de-risking the process with AI, we make implementation feel calm, clear, and completely under control.
Discovery
Before anything is built, we take time to understand your goals, challenges, and priorities — setting a clear foundation for an implementation that reflects how your organization actually works.
Requirements & configuration
Our teams combine benefits expertise, proven best practices, and supportive tooling to configure your system accurately — ensuring the right details are in place from the start.
Review & testing
Every detail is reviewed carefully through a combination of automated checks and human oversight, so issues are addressed early and confidence builds before launch.
Go-live
Through close partnership and clear communication, we help HR teams and their teams feel supported and ready to go live with confidence.
The companies behind the partnerships.
These are just some of the organizations who trust PlanSource to stay accountable, responsive, and invested — not just at launch, but over the long term.
In their words
Human responses to a more human benefits experience.
The people who work with us every day know the difference our partnership can make. Their words reflect the clarity, steadiness, and ease that define the PlanSource platform.
“When we moved to PlanSource, our experience with the contact center totally changed. Response times improved dramatically, and our team members appreciated the compassion and clarity the reps provided. […] The PlanSource contact center team is so empathetic. They take time to really understand the team member’s needs.”
— Paula Stop
Director of Total Rewards at The Fresh Market. Partner since 2023.
“With our previous ben admin platform, it took up to 90 days in order to implement something like that. With PlanSource, we can do it in a matter of days — sometimes the same day.”
— Kaitie Tiede
Operations Manager at Intergovernmental Personnel Benefits Cooperative (IPBC). Partner since 2022.
