A Better Benefits Experience
Is Top of Mind for All of Us
Our main goal at PlanSource is to create a better benefits experience. That’s what our products team has in mind when building new enhancements to our products and our support teams focus on when helping our customers. It’s top of mind for all of us. From the moment you choose PlanSource, our teams are there to give you the best experience possible – from development, planning and implementation to training, ongoing support and guidance.
Experience PlanSource
Implementation
See how we get you set up and on your way to benefits bliss
Training
Make sure you have the training to get the most out of your solution
Support
We’re here to help. See the options to support employees and HR teams
We Offer Billing Reconciliation and Payment Services
Don’t Take Our Word for It
A Proven Solution
~10,000 customers,
250+ customers with
1,000+ employees
That We Invest In
Relevant Training
PlanSource keeps you up to speed on what you need to keep you successful.
With Proven Results
48 Day Average
Implementation cycle
(Ben Admin only)
18,000+
Data exchange connections
Product Releases
Four major releases per year.
Learn more.
>96%
Customer retention
50 States
of covered payroll
Useful Resources
PlanSource has a deep feature set which has been thoroughly documented.
~3x NPS
Net Promoter Score Industry average
PlanSource understands that our future success depends on keeping our current customers happy. We do this by listening to and having high quality conversations with our partners and customers through the PlanSource Advisory Boards.
Partner with us!
See PlanSource in Action
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
Watch The Newest Webinars
View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.
Read Our Latest Press
Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.