PlanSource Customer Experience
Our Customer Success organization gives you flexible service options and an entire team at your back to make sure you’re getting the most out of PlanSource every step of the way
Investing in Your Continued Success
Stay up-to-date on how PlanSource is improving benefits administration for industries and companies of all sizes.
Driving Success at Every Step
Implementation & Onboarding
With a proven framework for implementation success, our Customer Implementation Journey gets you set up and using the system quickly, so you can start seeing savings sooner.
Customer Support Specialists
Talk to a real person. Our Customer Support specialists are based in the U.S. and have deep benefits and platform expertise to help with everything from troubleshooting to advanced technical questions.
Ongoing Training & Enablement
Continually hone your skills with tons of training sessions, certifications and how-to courses that give new and current admin users everything they need to work more efficiently.
Investing in Customer Experiences
OE Customer Satisfaction Score
CES Overview Statistics
Get the Support You Want
Every team’s needs and comfort level are different. That’s why we offer 3 flexible service packages and the ability to upgrade to a higher-touch plan anytime you want. And all customers have access to a team of benefits experts who bring their experience working with thousands of HR teams to your business, to ensure your team is wildly successful.
CORE
Best for small-mid-sized customers with straightforward benefits and low complexity
Hands-On Benefits Administration
Experienced Service Team
Experienced Service Team
CORE +
Ideal for medium-large customers that have more complex benefit needs and/or add-on services
Let Us Ease the Burden
Experienced Service Team
Experienced Service Team
PREMIUM
Designed for large, complex customers that need a full team to provide a tailored, high-touch approach
Focus On What's Important
Experienced Service Team
Experienced Service Team
