Explore the Platform
Invested in Customer Success
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.
“PlanSource is a super dynamic system. I don’t know how we would have gotten through Covid’s ups and downs without their technology.”

Christy Guilbault
Entertainment Partners

5,000+

Employers

500+

Brokers

5M+

Consumers
Feedback & solutions
Customer Relationships
Our customers contribute to PlanSource’s success, so we value these opportunities to receive their feedback on ways to serve them better.
Customer
Advisory Board
4.1 out of 5 Client Health Sentiment Score
*This score is taken from reoccurring monthly dialogue and documentation with our customers to discuss how they feel about PlanSource’s overall service delivery