Investing In Your Continued Success

We value your partnership and are committed to ensuring you’re wildly successful with PlanSource! We’re continually investing in our products, experience, and partnerships to give your team everything it needs to hit your goals, scale your benefits program, and get the most out of PlanSource.

The PlanSource Boost Experience

The benefits industry is filled with time-consuming processes that result in discrepancies, timing issues and administrative burdens. Meanwhile, consumers expect an intuitive, familiar benefits shopping experience. That’s why we’re creating the customer experience of the future with our strategic carrier partners through PlanSource Boost.

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What’s New with Boost This Year?

Experience a completely automated Evidence of Insurability (EOI) process with single sign-on and automated decision notifications that streamlines completion for employees. Learn more.

Guardian is now live with all Boost integrations such as plan configuration, enrollment, provider directory, and EOI SSO and decision notification. Learn more.

This year we announced 3 additional Boost partners including Ameritas, New York Life and Reliance Standard.

Explore Our Interactive Guide

Marketplace Partners

PlanSource has curated a list of strategic partners to provide a seamless experience across your entire benefits ecosystem. These benefit add-ons, with efficient product implementations, are designed to maximize HR efficiency, employee engagement and plan participation.

Learn More About PlanSource Marketplace

2022 PlanSource Roadmap*

What to look forward to with PlanSource in 2022

HR Experience
Guided Renewal Self-service
Services Automation
WCAG Compliance

Employee Experience
DecisionIQ Benefits Bundling
DecisionIQ Packages Suggestions
New HCM Partners
Healthcare Navigation

Boost and Marketplace
Boost Carrier Insights Dashboard
API Enhancements
Content Enablement

*roadmap and dates subject to change

PlanSourceIQ Suite of Products

In 2021, we leveraged AI/ML to improve your benefits experience with 3 innovative products.

DependentIQ

DependentIQ recognizes required documents such as birth and marriage certificates and instantly detects and validates key data elements to enable real-time verification at enrollment or during post-enrollment audits.

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DecisionIQ

Empower smarter, more confident benefit decisions with DecisionIQ. Our prescriptive decision support tool uses AI/ML intelligence to provide personalized benefits guidance to employees on all benefit plans and product lines.

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InsightsIQ

InsightsIQ simplifies the reporting process by automating data visualization so you can focus your time and energy on analysis and decision making. Supplement your existing reporting with pre-visualized data so it’s easier to take action.

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Ready to See Results Like These?

Talk to our team today to see InsightsIQ in action.

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Ensure Your Ongoing Success

Get the support you want with our 3 flexible service packages. We know that every team’s needs and comfort levels are different, so you can choose the package that best fits right now and upgrade to a higher-touch plan at any time. 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.

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Core

This option is best for small-mid-sized customers with straightforward benefits and low complexity. You’ll have access to online training and enablement, shared support resources, online guided renewal for annual OE and a defined feedback path to management.

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Core +

Our Complete Support Package is ideal for medium-large customers that have more complex benefit needs and/or add-on services. You will still have access to online training and enablement as well as designated support resources. It also includes configuration for annual OE and a defined feedback path to management.

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Premium

Our premium package was designed for large, complex customers that need a full team to provide a tailored, high-touch approach. In addition to online training and enablement and designated support team resources, you will have a consultation and configuration for annual OE, a designated customer success manager and a designated executive sponsor.

PlanSource Snapshot

5000+

Employers reducing HR admin work

500+

Brokers growing their business

7.5M+

Consumers satisfied with their benefits

3 WEEKS

Of HR time saved at open enrollment each year

Questions about your renewal?

EMAIL US!

Want to chat about new products?