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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PlanSource benefits administration technology with responsive design

Tell Us A Little About Yourself

I'm an Employer     I'm a Broker or Consultant

We Love Serving Employers!

Benefits shopping, enrollment, billing and compliance, PlanSource gives you the features you need to keep manual and administrative tasks to a minimum.

A customizable and mobile-friendly employee experience that sizes to any device, we do benefits administration right and look good doing it at the same time.

Strong partnerships with leading health and voluntary insurance carriers provide financial credits and data exchange that give a lower cost of ownership.

PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform and we are committed to the stability of our system and the safety of your data.

Here are a Few of Our Employer Customers

Hear What Our Employer Partners Have to Say!


New Andrea Evanter
The CORE Group

We Love Partnering With Brokers and Consultants!

Tailored Approach
With expert sales and account management teams, PlanSource works closely with brokers and consultants with flexible service models for both setup and support.

Complete Solution
Ben admin, HCM and services that scale for your book of business – small or large employers –keep the technology partners you work with to a minimum.

Proven Results
With PlanSource on your side, you’ll win more cases, keep your existing ones, and increase participation on products that are critical to employee health and well-being.

Right Incentives
With funding from the country’s largest insurance carriers, we will help keep the cost of benefits administration - and the employee benefits program - affordable.

Here’s a Few of Our Broker Partners

PlanSource Works with the Nation’s Top Insurance Carriers

See PlanSource in Action

plansource benefits administration technology dashboard

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What's New?

Number of rows: 4

Relive the Magic of #PSEclipse

Keynote and other session videos now available!

Help Control Benefits Costs

Dependent Eligibility Audits help companies save money and stay compliant.

PlanSource Acquired by Vista Equity Partners

Benchmark Your Benefits

Announcing The 2019 Benefits Benchmark Report!