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