See PlanSource in Action

There is more than one way to see a demo. When you’re ready to take a look under the hood and see PlanSource in action, you can watch a video with common scenarios in the Plansource solution, join a demo webinar, or sign up for an in-depth, live demonstration.

Join a Demo Webinar  Watch Demo Videos  Schedule Your Personalized Demo

Demo Webinars

Ben Admin
Demo Webinar

Thursdays @ 3pm ET/ 12pm PT

In this one-hour classroom-style demo, we’ll show you how PlanSource Benefits Administration works with a guided tour of the experience for both employees and HR teams. You'll learn how employees can shop and enroll in their benefits the same way that they shop for other products online, and you'll see how HR teams can automate activities like ACA compliance, eligibility changes and monthly billing.

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Demo Webinar

Wednesdays @ 3pm ET / 12pm PT

In this one-hour classroom-style demo, you’ll get a guided tour of the PlanSource HCM system which provides best-in-class integrated HR, payroll, benefits, talent and workforce management. You'll also learn about our high-touch service model, where our experienced service team that performs wage garnishments, new hire reporting and tax filing at no extra charge.

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With PlanSource

Tuesdays @ 2pm ET / 11am PT

In this 30-minute classroom-style webinar, we’ll take a look at how brokers and consultants partner
with PlanSource to provide industry-leading benefits software and services
to their clients. We’ll look at the pros and cons of different partnership models and approaches, essential elements of any ben admin technology solution, and a brief demonstration.

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Demo Videos

Prefer to watch at your own pace?

Then pop some popcorn and watch on your own time. These shorts feature the PlanSource benefits administration system in action. We highlight common scenarios that our users encounter, such as open enrollment and life events, and walk you through them step by step. Enjoy!

Schedule Your Personalized Demo

Ready for a test drive? Just fill out the form and our experts will take you for a spin! that new software smell.

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