PlanSource Works Well With
PlanSource Understands Insurance Carriers
Keep Customers Happy
If your customers are happy, little else matters. With an experienced team, PlanSource will help minimize churn.
Burdened with Compliance
Confidence and control of your processes is needed, and they are something that PlanSource can provide to your team.
Inflexible Legacy Systems
Outdated systems are a struggle and building new ones is expensive. PlanSource can help bridge the gap to a new world.
Selling more product lines is important, but increasing employee participation is critical to growing in the right ways.
PlanSource Gives Carriers Plenty of Benefits
Give your customers useful tools that will keep them happy, make them feel loved, and more important, solve their problems.
Make your enrollments, changes or terminations in a snap and stop playing the mail and wait game for changes to take place.
Automate important administrative processes that will save your customers time and make you seem indispensable.
Offer cloud-based mobile tools to automate enrollment and complex benefits administration and HR processes.
See PlanSource in Action
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
Watch The Newest Webinars
View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.
Read Our Latest Press
Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.