Explore the Platform
Try our new survey tool to find best fit solutions for your organization
Success Story
Strengthening reporting and efficiency by cutting months-long ben admin tasks to just minutes
BrandSafway is a construction and civil engineering company that provides safety equipment to businesses around the globe.


PlanSource transformed tasks that used to take weeks or months for 1,000s of employees down to just minutes.  

Chris Forbeck

HR and Benefits Manager, BrandSafway

To BrandSafway, data is everything. Before PlanSource, they partnered with a technology solutions competitor that had a similar model. However, they didn’t have the flexibility to work with the disparate systems, data challenges or unique employee populations that BrandSafway presented. BrandSafway needed a versatile benefits solution that could manage all of their unique situations in one digital package: enter PlanSource.
  • Consolidating disparate systems
  • Inaccurate data streams
  • Targeting unique employee populations

Benefits management is no easy task, and without PlanSource, BrandSafway’s team of 6 would have to double in size to keep up with the tasks and responsibilities. Instead, this dedicated team of professionals leverages the tech solutions and accurate data streams PlanSource brings, ensuring effective actions are taken and costs remain low. For BrandSafway, it’s this reporting that remains key to their success.

“Reporting and data are mission critical to the HR / Benefits department, and the organization as a whole.” Chris Forbeck, Benefits Analyst for BrandSafway shared with us.

BrandSafway strives to improve the employee benefits offering while balancing costs, which makes accurate reporting and ease of access to the data absolutely critical.

“We have a lot of different populations with varied and specific needs from an ACA compliance aspect, and when audits occur now, we can turn the information around for the IRS in an instant.”

In the past, BrandSafway was vulnerable to compliance issues due to their large size and problems with data flow. With PlanSource, they’re able to rely on accurate, streamlined reporting. They have the ability to instantly zero in their research on the exact data points they need, providing a strong foundation to stand on and peace of mind.


When looking for a tech solution, BrandSafway was looking for one that provided a dedicated account team that they could cultivate a working relationship with and improve user experience as a result. With PlanSource, they have a support team working to assist with all questions and receiving and implementing feedback toward continuous improvement.

Finally, the employee adoption of the tool has been instrumental in the benefits selection process. After using the system for enrollment, the benefits team has found that the employees are more confident in their choices. PlanSource’s dedicated account team rises to the challenge as Forbeck states his team needs to stay ‘lean and mean’ and relies heavily on PlanSource to work through employee issues so that his team can tackle their own important work.

With PlanSource, BrandSafway has successfully improved data accuracy, saved money on dedicated manpower, and increased confidence in their compliance.

  • Dedicated Account Team
  • Improved Data Accuracy
  • Beneficial Employee Software Adoption
Saved Time
for busy HR Team
Data Accuracy and Flow
Compliance Issue Vulnerabilities
Reduced Stress
on Internal Team
Ready to See Results Like These?
See More Success Stories
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.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
Partner of the Week: MetLife Legal Plans
Partner of the Week: MetLife Legal Plans
Wagmo | Weekly Source: Christie Horvath
Wagmo | Weekly Source: Christie Horvath
How can employers manage or reduce employee stress through benefits?
How can employers manage or reduce employee stress through benefits?
Latest News
PlanSource Announces 13 New Partners Joining the Partner Marketplace in Q4

PlanSource Announces 13 New Partners Joining the Partner Marketplace in Q4