A Better Benefits Experience
Is Top of Mind for All of Us

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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



See how we get you set up and on your way to benefits bliss



Make sure you have the training to get the most out of your solution



We’re here to help. See the options to support employees and HR teams

We Offer Billing Reconciliation and Payment Services

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Don’t Take Our Word for It

Read Case Studies

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)

Data exchange connections


Product Releases
Four major releases per year.
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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.

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See PlanSource in Action

Sign-Up For a Demo

See the Latest Release

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

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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.

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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.

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