PlanSource Understands Employees
Benefits are an important part of life

We Understand What Employees Want in Benefits


Highly Valued

Benefits are an important reason why employees remain with their employer for the long haul.


Cost Conscious

Being asked to shoulder more of the cost makes employees less loyal to their employer.


Flexibility is Important

Employees are more loyal to their employer if they are able to customize their care.


Access is Critical

24/7 access via their preferred method of communication is not a nice to have, but the rule.

PlanSource Makes Benefits Easy for the Employee


It’s Intuitive

With customizable tools and educational content, employees easily understand the benefits that are offered, see the impact on their paychecks, and become more informed consumers of health care.


It’s Personalized

Throughout the shopping experience, PlanSource asks relevant questions and surfaces meaningful and timely information to provide personalized plan recommendations aligned to employee preferences.


It’s Convenient

With responsive, easy-to-use screens and a free smartphone app, employees can do important stuff like access their benefits, share their ID cards, store important health care contacts and receive push notifications.

A Friendly Mobile Experience

The PlanSource system uses responsive design, which means that employees can enroll in benefits on any device, whether it is on a laptop, tablet or phone. And unlike a mobile app (we have one of those too!) that consumers have to download, the site will simply adapt and look great on any size screen.

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PlanSource Has the Right Functions


PlanSource offers an end-to-end solution that ensures accuracy by connecting to payroll, stays compliant by measuring hours worked and automates work by generating IRS forms. Seamlessly part of benefits administration, PlanSource imports hours from payroll, measures hours for coverage, activates/deactivates employee coverage, and generates and sends the forms to the government to help you stay compliant.

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Decision Support

Insurance products can be complex, so a big challenge for human resource departments is educating employees about what the products are and why they need them. PlanSource helps consumers understand the benefits that are offered to them, and make the right choices based upon their unique needs. That’s why PlanSource supports the consumer’s decision making in two important ways: comprehensive education and personalized recommendations.

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Video Library

Let’s face it – benefits and insurance can be complex and really confusing. And that confusion can result in misinformed employees who buy products that are not totally right for them. That’s why PlanSource includes free educational videos that explain some of the basic concepts in health, wellness and benefits. Employers can use these short, animated (and pretty cool) videos during open enrollment and year-round for employee education.

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PlanSource Has the Right Features

Employee Shopping

We guide employees through the process so that they can shop for benefits the same way they shop for other products online.


Educational Content

Personalize the content that displays to employees based upon demographics, location, employee type and more.

Personalized Plan Recommendations

Help your employees understand their “best match” plans based on their preferences and expected usage (doctor visits, drugs, etc.).


Defined Contribution

Get control of your costs by fixing the amount you want to spend, and letting your employees choose the best way to allocate the funds.

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Employee Communications

Understand out-of-pocket responsibilities and deductions, and receive push notifications and electronic benefit confirmation statements.

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Benefit Enrollment

Employees enroll online with a user-friendly, one-thought-per-screen workflow, while HR oversees the process and approves changes.


Life Event Changes

Automatically enforce your rules for life events as your employees get married, grow their families, or lose coverage throughout the year.


PlanSource Mobile App

Provide convenient access to benefits information, insurance cards, and announcements to your on-the-go employees.

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Spanish Language Support

Engage with your Hispanic employee population by providing a user- friendly benefits shopping and enrollment experience in Spanish.

See PlanSource in Action

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See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

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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.

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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.

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