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

Driving Success at Every Step

Implementation & Onboarding

With a proven framework for implementation success, our Customer Launch Journey gets you set up and using the system quickly, so you can start seeing savings sooner.

Customer Support
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.
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.

Best for small-mid-sized customers with straightforward benefits and low complexity

• Online Training & Enablement

• Shared Support Resources

• Online Guided Renewal for Annual OE

• Defined Feedback Path to Management


Ideal for medium-large customers that have more complex benefit needs and/or add-on services

• Online Training & Enablement

• Designated Support Resources

• Configuration for Annual OE

• Defined Feedback Path to Management


Designed for large, complex customers that need a full team to provide a tailored, high-touch approach

• Online Training & Enablement

• Designated Support Team Resources

• Consultation & Configuration for Annual OE

• Designated Customer Success Manager

• Designated Executive Sponsor

When looking for a software solution, we needed something that also has exceptional customer service. We didn’t have time to raise an issue and have it wait 2-3 days for a response. And now, we don’t have to.

Director of Human Resources, Dermalogica

Our Customer Success Manager works tirelessly and is readily available. During COVID, I had to figure out how to furlough 5,000 employees and update their benefits. She went above and beyond and is by far the best I’ve ever worked with.

HR Director, The Meruelo Group

The implementation team has been nothing shy of wonderful! Very responsive and helpful no matter how often we call them. :- ) They started our journey off better than we could have hoped for.

Director of HR, Thrive Restaurants Group

We held our open enrollment in December, and it went great. We’ve been a PlanSource customer for more than 8 years, and our open enrollment is more seamless for us each year.

SVP of Human Capital, The CORE Group. 

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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.
Recent Resources
Benefits Technology Partners | The Source: Scott Millson
Benefits Technology Partners | The Source: Scott Millson
OE Communications Timeline Cheat Sheet
OE Communications Timeline Cheat Sheet
Customizable OE Poster Templates
Customizable OE Poster Templates
Latest News
PlanSource Summer Product Release

PlanSource Summer Product Release