Check out our new engagement platform for a more accessible OE
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.
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.
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.
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 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.

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.


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.

Ready to See Results Like These?
Talk to our team today to see InsightsIQ in action.
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.


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.

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.



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
Employers reducing HR admin work
Brokers growing their business
Consumers satisfied with their benefits
Of HR time saved at open enrollment each year
Questions about your renewal?
Want to chat about new products?
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.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
Partner of the Week: MetLife Legal Plans
Partner of the Week: MetLife Legal Plans
Wagmo | Weekly Source: Christie Horvath
Wagmo | Weekly Source: Christie Horvath
How can employers manage or reduce employee stress through benefits?
How can employers manage or reduce employee stress through benefits?
Latest News
PlanSource Benefits Administration Platform Now Available on SAP® Store

PlanSource Benefits Administration Platform Now Available on SAP® Store