Benefit Services
Help When Time and Resources are Limited

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HR departments are typically understaffed and overworked relative to their impact. To assist with this burden, PlanSource offers a portfolio of benefit services designed to perform value-added tasks that are easily overlooked when the time and resources of the HR team are at a premium.

What Services Are Offered?

PlanSource Benefit Services range from developing custom communications for employees, administering health spending accounts and COBRA programs and performing mission-critical services that support the successful delivery of the employee benefits program

Here Are The Services Offered

Employee Contact Center

 The Contact Center gives your employees access to a dedicated team of individuals standing by to help with benefits-related questions. They can guide your employees through the enrollment process, answer those hard benefits questions, assist with life events, and more!

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Billing Reconciliation and Payment

Take the worry out of reconciling and paying carrier bills by letting PlanSource gather monthly carrier bills, calculate self-reported totals, ensure that eligibility and billing match enrollment data, and resolve any issues.

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Benefit Account Administration

PlanSource offers fully managed tax-advantaged health spending accounts, including HSAs, FSAs and HRAs that put your employees in charge of the health care spend, add value to your benefits program and reduce your payroll tax obligations.

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PlanSource will handle the full cycle of COBRA administrative responsibilities including generating and communicating initial and qualifying event notices, conducting participant audits, and responsibility for premium collection and issue resolution

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Employee Communications

PlanSource creates communication strategies, plans and materials based on your to-do list and the needs of your employees including customized websites, document libraries, print and digital guidebooks, and educational and interactive videos.

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Dependent Verification

PlanSource conducts the full end-to-end audit process, including reviewing plan documentation to determine eligibility, collecting the documentation that is needed to keep dependents covered, and making coverage changes in the ben admin system.

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Benefits OutSourcing

PlanSource can act as an extension of your HR and benefits team by providing experienced personnel and “plug and play” policies and tools. With a team of benefits experts and licensed agents on staff, PlanSource manages your employee benefits program.

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