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
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
PlanSource User Community
A lot of the value we see from PlanSource is having the integrations between the different benefits we offer. We really enjoy that it’s all with one vendor.
Paula Stop
Director of Total Rewards, The Fresh Market
Success Stories
5 Hours
Saved per employee each year
14% Lift
In voluntary benefits partcipation
$3,500 / Year
Saved per ineligible dependent removed
3 Weeks
Of HR time saved at open enrollment each year
Scaled to your needs
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 Implementation Journey applies a consistent, structured approach to your specific business and benefits requirements. Whatever your needs and goals, we have an Implementation 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.
Related Resources
2023 Benefits Trends Report
ACA Survival Training Webinar
