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
Ongoing Training & Enablement
Core
Best for small-mid-sized customers with straightforward benefits and low complexity
• Hands-On Benefits Administration
• Experienced Service Team
• Transparency & Engagement
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
• Transparency & Engagement
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
• Transparency & Engagement