Easy, instant dependent verification

Streamline every aspect of dependent eligibility verification, with end-to-end automation and AI-powered verification tools in PlanSource that eliminate manual HR work and monthly overspend.
Schedule a 1×1 walkthrough with a PlanSource benefits solutions advisor today to see how you can:
Instantly verify dependent eligibility and eliminate manual HR review and admin work
Minimize risk with built-in rules enforcement for both business and federal regulations
Reduce monthly premiums and claims costs by removing ineligible dependents from plans

Customize approval rules by life event, document type, population and more

Accelerate time-to-savings with tools that can speed up audit times by 70%
Trusted by the World’s Best HR Teams & Brokers
5,000 EMPLOYERS
500 BROKERS
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Chris Forbeck
PlanSource transformed tasks that would take weeks or months to complete for thousands of employees down to just minutes.
CHRIS FORBECK

HR and Benefits Manager, BrandSafway

Lisa Steed
PlanSource is the first technology partner we’ve had that allows employees to upload required documents for qualifying life events from their mobile devices … it just makes sense!
JENNIFER LENHART

Director of Benefits Administration and Technology, Ralph Benefit Advisors

Lisa Steed
Our dependent verification audit was a huge success ... the savings to the district ended up being 7x greater than what was projected.
LISA STEED

Benefits Supervisor, Grand Rapids Public Schools

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Results
$3,500
annual savings per dependent removed
70%
manual HR admin time/effort saved
6%
of dependents found to be ineligible in initial audit
17x
average ROI on dependent verification
Ready to See Results Like These?
Talk to our team to see how much you could save with our #1 dependent verification solution
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.
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