See PlanSource in Action

Sign up for a live demo of our benefits administration and
human capital management software for human resources teams

I’m an Employer! I’m a Broker (or a Consultant)!

Leading Employers Use PlanSource

Since You’re An Employer, We Think You’d Love

The Benefits 
Administration Demo

In this 1-hour classroom-style demo, we’ll show you how the PlanSource Benefits Administration system works with a guided tour of both the employee and administrative interface including key features like:

Shopping and enrollment for employees

Controlling OE and life events through rules and workflow

Billing and compliance for administrators

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The Human Capital Management Demo

In this 1-hour demo, you’ll get a guided tour of the PlanSource Human Capital  Management (HCM) system and its high-touch service model which makes it stand high above the rest. You’ll also see key features like:

Fully integrated HR, benefits administration and payroll

Revenue-critical workforce management

Hire to retire talent management

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Leading Brokers Use PlanSource

Since You’re A Broker,
We Think You’d Love

In this 30-minute presentation and demo, we’ll talk about how PlanSource works with partners and show you how technology can help brokers and consultants keep their clients compliant and happy with:


Amazing service
and support


Affordable benefits
administration tools


A fully integrated
human resources suite

Not Interested in a Live Demo?
Prefer to Watch at Your Pace?

Watch short videos of the PlanSource benefits administration system in action.

Show Me The Videos!

See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones, all to make your life easier.

See It 

Watch The Newest Webinar

Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.

Watch It

Read Our Latest Press

Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good information to share.

Read It