A complete employee benefits management system for
Communications
Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more.
Shopping
Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else.
Enrollment
Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation.
Billing
Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time.
Compliance
Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more.
Administration
Configure, manage and automatically enforce even the most complex benefit plans and eligibility workflows within one easy-to-use system.
Outsourcing
Don’t have the time or HR resources to deal with benefits administration? With PlanSource Premium, you can outsource your entire employee benefits program to our team and get back to running your business.
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
5 Ways Ben Admin Systems Streamline ACA Reporting & Compliance
5 Ways Ben Admin Systems Streamline ACA Reporting & Compliance
4 Time-Saving Hacks for Your Next Open Enrollment
4 Time-Saving Hacks for Your Next Open Enrollment
6 Key Metrics for Measuring Open Enrollment Success
6 Key Metrics for Measuring Open Enrollment Success
Latest News
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release