Get the most out of your PlanSource solution

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Hans and Franz have nothing on PlanSource when it comes to getting you pumped up and prepared to take full advantage of everything your PlanSource solution has to offer. Our customers and partners can get training in many ways: recorded sessions, webinars and videos.

Training Webinars

Get essential training from the comfort of your home, office or even a park bench. Pick the webinar you want, find the time the suits you, sign up and enjoy!

Basic Training on the PlanSource System
This training covers how to add, terminate, and enroll employees, along with an overview of all available features. Great for beginners or a refresher. See a list of training dates and sign up for the 1-hour webinar.

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Advanced Training on the PlanSource System
Like basic training on steroids, this includes information on reporting, premium billing, employee status changes, and life event/EOI processing. See a list of training dates and sign up for the 1-hour webinar.

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PlanSource Human Capital Management
Our HCM suite seamlessly integrates benefits administration, payroll management and HR services into one single, sophisticated solution. Sign up to learn the ins and outs of the system and how it can work for you!

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GuideMe Provides On-Demand Learning

GuideMe features on-demand training and self-paced walkthroughs for HR and broker administrators built directly into the PlanSource experience. GuideMe appears as a constant, unobtrusive widget in the PlanSource system, acting as a tutor for benefit administrators. GuideMe also offers field-level help, feature notifications, powerful search tools, videos and other resources. GuideMe speeds up the learning curve, making onboarding new administrators quick and efficient.

Renewal Automation/Open Enrollment Training Videos

The PlanSource Renewal Wizard and Renewal Dashboard were developed as interactive tools to help automate your renewal / open enrollment. The Renewal Wizard simplifies and streamlines the process of gathering the items required for Open Enrollment, and the Renewal Dashboard was designed to monitor and track all of the major milestones in the renewal process.

Watch the Training Videos


Demo Videos
Kick the tires, and let these videos take you on a virtual tour of selected products

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Educational Videos
These bite-sized videos break down complex benefits terms and concepts

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See How Our Cloud-Based Solutions Can Help You with Benefits Administration, HCM and More!

Benefits Administration      Insurance Exchanges      Human Capital Management

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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