Creating wildly successful customers
It’s a core value that’s built into everything we do and what’s driving real results for our thousands of happy customers
5,000+
Employers
500+
Brokers
7.5M+
Consumers
Trusted by the World’s Top HR Teams
I’ve never had such a good partnership with a software provider …. From the great service to the usability of the software and the knowledgeable team, PlanSource blows other companies I’ve worked with out of the water!
AMY GREKSA

Payroll Manager, Select Group

PlanSource has proven that they really are experts in benefits, customer service and software. They easily save us 1 week per month in real time that we can now put toward more strategic initiatives.
COURTNEY SCARDINO

Regional HR Business Partner, Strategic Materials

PlanSource was the only platform that could deliver the full package. It is a solid company with a stable platform that is scalable and has the depth and breadth to take us to the next level.
BOYDEN MOORE

President, Central Network Retail Group

Employees don’t have documents on their computers, so it just makes sense that they are able to snap a quick photo of their documents with their cell phones and upload via mobile.
JENNIFER LENHART

Director of Benefits Administration and Technology, Relph Benefit Advisors

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Customer Stories
BrandSafway – Customer Success Story
Dermalogica – Customer Success Story
Entertainment Partners – Customer Success Story
IronRoad – Customer Success Story
Meruelo Group – Customer Success Story
MetroHealth – Customer Success Story
Professional Plastics – Customer Success Story
Strategic Materials – Customer Success Story
The CORE Group – Customer Success Story
Broker & Reseller Customers
We also partner with insurance brokers large and small to help you grow your business and deliver more value to existing employer groups. We work with you, not compete against you.
Setting You Up for Long-Term Success
From the initial go-live date to annual OE planning, our Customer Success organization makes sure your team has everything you need to hit your goals, scale your benefits program and get the most out of PlanSource. Our Customer Success organization is made up of three key functions to give you a great customer experience at every step.
;
IMPLEMENTATION
Developed from thousands of successful implementation projects, the PlanSource Launch Journey applies a consistent, structured approach to your specific business and benefits requirements. Whatever your implementation needs and goals, we have a Launch plan that will get you set up, live and seeing results quickly.
;
SUPPORT
We’re here for you! Whether you need to troubleshoot something in the system, have a question for our Technical Support team or want to outsource all of your employee support to our experts, we’ve got you covered. PlanSource offers fast, friendly, based-in-the-US support for both admins and employees – with phone, chat, email and tons of self-help options.
;
SUCCESS
We realize not every team’s needs are the same, so we offer three flexible options to ensure you get the right level of service your team needs to be successful. And wherever you land, you’ll always have access to tons of ongoing training, enablement and customer advocacy resources, so you can continually hone your skills, ramp new HR admins and increase the ROI you’re seeing from PlanSource.
Results
5 Hours
saved per employee each year
14% Lift
in voluntary benefits participation
$3,500/Year
saved per ineligible dependent removed
3 Weeks
of HR time saved at open enrollment each year
Ready to See Results Like These?
Already a PlanSource Customer?
Get a 1×1 demo
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
ARPA & COBRA Resources Hub

ARPA & COBRA Resources Hub

Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release

Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release

Reimagining How Benefits Work Together | Voya Financial

Reimagining How Benefits Work Together | Voya Financial

Latest News
PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ

PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ