Better Technology for a Better Benefits Experience

Flexible and intuitive software and services for benefits shopping, enrollment, billing, compliance and administration

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I'm a Broker

PlanSource for Brokers

Broker-friendly
platform and approach (we won’t compete with you!)
Configurable software
that scales to support even your most complex customers
Industry-leading
and best-in-class solution that keeps your customers happy
Preferred pricing
and modern carrier integrations through PlanSource Boost
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“The PlanSource employee experience helps them understand and select the best options.”
Mark Reider
Head of Innovation,
NFP
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“PlanSource allows us to maintain flexibility, react quickly and provide high customer service.”
Scott Colford
Vice President,
Cross Insurance
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I'm a Reseller

PlanSource for Resellers

Proven and flexible
partnership model for all types of resellers
Modern technology
platform that helps you win new business
Configuration toolset
so you can own the customer experience
Comprehensive training
program and support when you need it
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“The level of complexity that the system can handle versus other platforms is phenomenal.”
Tom Flynn
President & CEO,
Jaeger & Flynn
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“PlanSource allows us to maintain flexibility, react quickly and provide high customer service.”
Mary Long
Benefit Technology Manager,
Marsh & McLennan Agency
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I'm an Employer

PlanSource for Employers

Deep expertise
in benefits technology, with a suite of complementary services
Intuitive and mobile‑friendly
experience for employees and HR teams
Sophisticated technology
for comprehensive benefit programs
Modern integrations
with leading insurance carriers and HCM systems
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“Very straightforward, very user friendly. Open Enrollment numbers have picked up incredibly!”
Andrea Evanter
VP, Human Resources,
The Core Group
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“Prior to PlanSource, we did paper enrollment – now everything employees need is at their fingertips 24/7.”
Melissa Swindull
Risk Management Supervisor,
St. Johns County Sheriff’s Office
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HPB
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PlanSource Partners with Leading Insurance Carriers

PlanSource Boost – a new partnership program to modernize the customer experience

Preferred Pricing
when customers offer one or more Boost products
Employee shopping
experience that’s optimized to drive engagement
Modern API
integrations that provide a real-time customer experience
Simplified self-billing
that eliminates the need to manually reconcile carrier bills
Learn About Boost

See PlanSource in Action

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What’s New at PlanSource?

PlanSource is ISO Certified
PlanSource has received ISO 27001 certification, verifying our robust information security management systems and protocols.
View Certificate
Important Update: COVID-19
PlanSource is monitoring the evolving COVID-19 outbreak in the U.S. All employee travel is restricted until further notice. Read more about what PlanSource is doing.
Read More
Benefits to Strengthen Your Business
We’re partnering with The Hartford to revolutionize the way benefits are set up and administered through PlanSource Boost.
Learn More