What is the Program?
The PlanSource Advantage (PSA) program is an exclusive, strategic program between select carriers and PlanSource that provides significant value to the broker and employer by offering an affordable online benefits engagement platform.
Why Choose a PlanSource Advantage Partner?
PlanSource has partnerships with leading national insurance carriers who provide monetary credits when employers offer their products to employees and the employees participate, which makes PlanSource even more affordable.
For details on pricing or more
New Life Events
When an employee gets married, has a baby, or experiences some other life event, we make it easy and convenient for her to update her benefits and provide required documentation, and simple for HR professionals to review and approve this information.
New New Hire Experience
A modern and mobile-friendly benefits shopping and enrollment process creates a great first impression for new hires. See how PlanSource helps new employees get off to a good start with a simple and intuitive benefits enrollment process.
Get a taste of who PlanSource is and what we do in this short video. See how we help thousands of families across the country get access to valuable benefits coverage.
PlanSource Benefits Administration
Get a taste of what PlanSource Benefits Administration does in this short video. See how we help by providing a complete cloud-based benefits administration experience.
About PlanSource Sheet
PlanSource provides a complete cloud-based platform for managing benefits and human capital. PlanSource is an employer’s single and complete source for human resources software.
Human Capital Management Sheet
PlanSource is a complete human resource
software solution for employers who need benefits administration and a suite of full-service human capital management (HCM) tools.
Sample Email Campaign—Ben Admin
A great way to get the word out about our partnership is through an email marketing campaign. We’ve put together some handy templates and drafted texts to get you started!
Sample Email Campaign—HCM
Not sure what the difference is between an HMO and a PPO? Wondering what accident insurance covers?
Get the answers to these and many other benefits conundrums in these bite-sized videos.
Coinsurance is the percentage of medical expenses shared by you and your insurance company after you have reached your deductible.
When can I
There are only certain times when you can enroll in benefits or make changes – when you’re first hired, during open enrollment, or after a qualifying life event.
More Good Stuff
We’ve been busy making our solutions the best they can be. See what’s coming down the PlanSource product pike.
Get an in-depth look at issues that affect how you do business, including the ACA and the advent of private exchanges.
Learn more about PlanSource Eclipse; the annual HR + Benefits tech conference, bringing together product wizards and industry experts.