Data Exchange That Works
EDI is One of Our Favorite Acronyms

An important part of the employee benefits process is connecting a company's data to insurance carriers, payroll providers and other third party administrators. This process is called EDI otherwise known as Electronic Data Interchange and PlanSource has a lot of experience with it. We integrate with more than 700 different systems and have 18,000+ live data connections! It can be pretty complex, but we make sure the process is as smooth as a game show host’s voice.

We Partner with Over 600 Insurance Carriers

At PlanSource we understand the value of partnering with insurance carriers,
which is why we have a flexible platform that can meet the needs of many.

Insurance Carriers
The products insurance carriers offer are the lifeblood of employee benefits programs because, without them, employers would have nothing to offer and employees would have nothing to enroll in.

Learn More

forum-01

Product Availability

By partnering with insurance carriers we can offer our customers more products to choose from, all available within our online benefits administration platform.

opportunities-01

More Than 18,000 Integrations

We have over 18,000 integrations with technology partners and 600 are insurance carriers, which allows for more flexibility and customization to what employers already have and need.

identify-01
Seamless integrations

Without getting technical, we integrate seamlessly with carriers so that employees can enroll in their benefits and employers can administer the program.

With Whom We Connect and Integrate

We’re an open system. As long as “the other guy” is willing and able to integrate with us, we’re willing and able to integrate with them.

TPAs
Even though they may not carry the risk, Third Party Administrators are on the hook for claim processing and other administrative services. With integrated systems, we help them deliver on their obligations.

Learn More

Payroll Providers
Payroll and benefits go together. Demographic information needs to be up-to-date and deductions need to be accurate - otherwise, employees are upset and HR staff looks foolish.

Learn More

Strategic Partners
 There are a host of other human resources software systems out there that are able to integrate with PlanSource. With an open architecture and accessible APIs, we make integration happen.

Learn More

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.

Don’t Take Our Word for It

See What Folks Are Saying About Us!

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, 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 info.

Read It