Your implementation experience
We understand your success is more than just a tool. You also need the right strategy, set up, and people behind it to really maximize your technology investment. That’s why PlanSource has an entire team dedicated to ensuring your team gets the most out of PlanSource, right from the start. Whatever your implementation needs and goals, we have a launch plan that will get you set up, live and seeing results quickly.
Briefing

COUNTDOWN
Lift-Off

STAGING

Requirements

Configuration

Audit & Testing
GO LIVE

ORBIT
All systems go (live)! Now you’re live, your team is trained, and your data is syncing with your insurance carriers and other partners
Briefing

COUNTDOWN
LIFT-OFF

STAGING

Requirements

Configuration

AUDIT & TESTING
GO LIVE

ORBIT
Clear Expectations and Communication
Extensive Training and Enablement
Experienced Guidance and Best Practices

Onboarding Specialist

Project Manager

Benefits Coach

Configuration Analyst

EDI Analyst
Selected PlanSource Premium to outsource their entire benefits program to PlanSource.
Kickoff on 07.27, Live on 11.09 (live in less than 3.5 months!)

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.
Kickoff on 07.13, Live on 09.04 (live in ~2 months!)

Implemented PlanSource benefits technology plus Employee Contact Center.
Kickoff on 07.27, Live on 11.02 (live in less than 100 days!)

Selected PlanSource Premium to outsource their entire benefits program to PlanSource.
Kickoff on 05.04, Live on 10.12 (live in ~5 months)
8 EDI integrations plus APIs with ADP and UKG Pro
