Benefit Services
Software + Services = A Better Benefits Experience

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A Simple Equation for Benefits Success

At PlanSource, we believe that the best way to build a better benefits experience is by combining best-in-class software with a range of high-touch benefit services. This simple equation provides brokers and employers with a complete solution that can help busy HR departments work more efficiently and focus on strategic initiatives rather than tedious tactics. 

PlanSource Benefits Services provide help where it is needed the most. HR teams are typically understaffed and overworked relative to their role and impact to a company. To assist with this burden, our services provide relief by performing value-added tasks that are easily overlooked when the time and resources of the team are at a premium. 

Here Are the Services Offered


With Benefits Outsourcing, PlanSource is an extension of your HR team. We administer all aspects of your benefits program - from new hire and life event processing to integrations with your insurance carriers and payroll systems.

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Employee Contact Center

Our contact center team is a group of highly trained and responsive U.S.-based professionals who help enroll employees, answer how-to questions and advocate on their behalf.

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Billing Reconciliation and Payment

From gathering monthly carrier bills and calculating self-reported totals to handling payments and resolving issues, we manage the process from end-to-end.

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Take advantage of our COBRA administration service, so you don’t have to worry about generating new hire and termination letters, or direct billing of your COBRA enrollees.

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PlanSource offers fully managed tax-advantaged benefits accounts including HSAs, FSAs and HRAs add value to your benefits program and reduce your payroll tax obligations.

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Dependent Verification

Eligibility audits are a best practice in employee benefits. By ensuring that only eligible participants
are receiving coverage, you can save money and stay compliant.

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Employee Communications

Let us be your megaphone. We can handle all employee benefits communications, from strategy to production of custom videos, print and digital materials.

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Many Ways to Get the Services You Need

With PlanSource, you can choose from a range of services, including employee contact center, billing reconciliation and payment, COBRA and HSA/FSA/HRA administration, dependent verification and custom employee communications. We also offer an outsourcing model in which we manage all aspects of your benefits program.

Services Table

See the Latest Release

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

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Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.

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Visit Our Blog

Stay up to date on the latest and greatest benefits industry news, trends, best practices and more. Check out our blog!

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