Data Exchange That Works
EDI is One of Our Favorite Acronyms

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An important part of the employee benefits process is connecting your benefits data to insurance carriers, payroll providers and other third-party administrators. We have a lot of experience with data exchange, or EDI, as some call it. In fact, we integrate with more than 700 different systems and have 15,000+ live data connections!

Some of these are still traditional file-based connections, but we are moving as much as we can to APIs, which deliver data in near real-time. It can be pretty complex, but we make sure the process is as smooth as a game show host’s voice.

Our Network of Connections and Integrations

We’re an open system. As long as you are willing and able to integrate with us, we’re willing and able to integrate with you.

PlanSource Boost

An exclusive program between select carriers and PlanSource to create the customer experience of the future with real-time API integrations.

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HCM

PlanSource’s official human capital management partners, including payroll, talent and workforce management solutions.

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QuickConnect

Allows PlanSource customers and partners to view, select and quickly implement a range of add-on products and services.

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How It Works

Setting up EDIs typically takes between 8 to 12 weeks. It usually starts during software implementation and finishes a few weeks after implementation is done. See more about our implementation here.

Wait A Minute!

If EDI takes longer than the software implementation,
what happens to all the changes being made in the meantime?

Not to worry, that’s where PlanSource’s Carrier Connect comes in. We bridge the gap after software implementation and before EDI is ready by manually sending any changes made in the system to the carrier. It’s that easy.

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