Explore the Platform
Try our new survey tool to find best fit solutions for your organization
Success Story
Clearway Energy
Improving usability for both HR and employees just in time for OE

Clearway Energy was looking to replace its existing benefits system with one that offered a more user-friendly employee experience and greater flexibility to handle the nuances of the company’s comprehensive benefits package and diverse workforce populations. They partnered with PlanSource in July 2020 with the goal of launching just a few months later in November in time for open enrollment. Not only was the launch and open enrollment successful, but HR recognized improved reporting and additional time-savings.

San Francisco, CA
Renewable Energy
Clearway Energy Group
We wanted a platform that gave employees the freedom to manage their benefits. That was something that was missing with our benefits system at the time. PlanSource has a lot of flexibility and self-service that, overall, makes it really easy to navigate and use.
Kaylie Zhang
Benefits Analyst, Clearway Energy
Clearway Energy wanted to make the enrollment process more accessible and user-friendly for employees. Their previous platform lacked key reporting and automation features, and only allowed employees to view their benefits during open enrollment. Clearway Energy needed a flexible system that gave employees the freedom to manage their benefits and allowed HR to automate more aspects of their comprehensive benefits package. Enter PlanSource.
  • Previous system restricted employee access to manage their benefits throughout the year
  • Lacked key reporting features needed for HR to carry out daily and weekly tasks
  • HR couldn’t check in on enrollment progress to prevent employees from missing the deadline

Implementation began in July of 2020. Due to COVID, Clearway Energy couldn’t meet with employees in person for enrollment and needed to have the PlanSource system up and running by November. As a premium partner, implementation also included the Employee Contact Center, COBRA Administration, Dependent Verification and Billing Reconciliation and Payment.

Although Clearway Energy felt the biggest challenge was prioritization, they reported that their PlanSource project manager kept everyone on task by asking for specific items such as plan documents and summaries. They also appreciated the PlanSource implementation timeline that kept everything structured and organized. Additionally, Clearway Energy used training videos and the user manual to train their HR department on the platform in preparation for open enrollment.


Clearway Energy wanted to improve their employee benefits experience and make them feel more confident in their benefits decisions. With PlanSource, they have access to educational videos to learn about their options, an employee contact center to help address questions, and year-round self-service access that allows employees to view their benefits and learn how to best use them.

Clearway Energy’s HR team enjoyed a more hands-off open enrollment as employees had the flexibility to access their account and enroll on their own rather than calling or coming in to speak with a counselor. Between the library of educational videos, call center and chat feature, employees reported that they felt supported throughout their enrollment experience.

From the HR team perspective, PlanSource made it easy to identify who hadn’t enrolled yet so they could avoid employees missing important deadlines. They were also able to set up automatic reports sent via email to assist with their unique PTO Purchase Plan as well as weekly benefits deduction reporting for payroll.

  • Dashboard that displays important information and features
  • Easy access to information on employee profiles
  • Intuitive system for employee usability
30 minutes
of HR time saved per new hire
2 weeks
of HR time saved at OE
reporting features
# of employee questions for HR
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