See PlanSource in Action

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

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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

A quick 30-minute presentation and demo in which we’ll show you how PlanSource works with partners and how technology can help brokers and consultants keep clients compliant and happy with:

Amazing service
and support