Our Leaders
We are passionate about helping our customers be wildly successful.
We are here to inspire and fulfill our mission in helping people live happier, healthier lives by maximizing the benefits of their benefits.
;
DAYNE WILLIAMS
Chief Executive Officer
WHAT I STAND FOR
PartnersHarum nonesenia niantor moloreptat optur dollabo. Harchic te officia speliqui quis ea doluptaquate
Linkedin  Right arrow
As the CEO of PlanSource, Dayne Williams has made it his mission to revolutionize the way benefits are bought, sold and managed, drawing on extensive leadership experience in the technology, staffing and insurance industries. Under his leadership, PlanSource has experienced extraordinary growth on all fronts. In the last five years, the company has grown to more than 600 employees and had a compound annual growth rate of 31%.
;
Alan Primeaux
Chief Operating Officer
WHAT I STAND FOR
PartnersHarum nonesenia niantor moloreptat optur dollabo. Harchic te officia speliqui quis ea doluptaquate
Linkedin  Right arrow
Alan Primeaux is a seasoned technology executive with 20+ years’ experience building efficient and profitable operations that support growth and drive revenue for leading software companies. As Chief Operating Officer, Alan is responsible for leading professional services, customer success and customer support functions. Alan joined PlanSource from ADP (Automatic Data Processing), a global leader in human capital management software and services, where he led a global team that delivered implementation and consulting services across the full client life cycle. Prior to ADP, Alan served as Vice President of Global Professional Services at Kronos, the world leader in workforce management software.
;
Bradley Taylor
Executive Vice President, Strategic Partnerships
WHAT I STAND FOR
PartnersHarum nonesenia niantor moloreptat optur dollabo. Harchic te officia speliqui quis ea doluptaquate
Linkedin  Right arrow
As the Executive Vice President of Strategic Partnerships, Bradley Taylor is responsible for building new revenue opportunities, creating strategic partnerships and facilitating the cross-selling of company-wide products, services and capabilities. In 2004, Bradley founded Next Generation Enrollment, a leading provider of benefits administration technology services, which was acquired by PlanSource in 2017. Prior to Next Generation Enrollment, Bradley was a group sales representative at Unum, one of the largest insurance carriers in the world.
Something about Vista Equity Partners
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
6 Key Metrics for Measuring Open Enrollment Success
6 Key Metrics for Measuring Open Enrollment Success
PlanSource InsightsIQ Product Sheet
PlanSource InsightsIQ Product Sheet
6 Tools and Resources to Try This OE
6 Tools and Resources to Try This OE
Latest News
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release