PlanSource Partners with

Learn More


As one of the largest life insurance companies in the world, MetLife’s expertise, guidance and array of products enables employers and employees to confidently choose the right benefits solutions to meet their needs.  MetLife is a leader in U.S. Employee Benefits, serving more than 50,000 group customers and working with more than 90 of the top 100 FORTUNE 500® companies and more than 80% of all FORTUNE 500® companies.

Learn More

Together


PlanSource enables the efficient sale and effective distribution of MetLife’s health and wellness products through its configurable benefits engagement system. PlanSource can be administered by employers, or configured as an exchange that can be sponsored by governments, insurers, brokers, technology companies and even large employers.

See a Demo

PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud technology helps employers with benefits shopping, enrollment, billing and compliance.

Learn More

How Do PlanSource and MetLife Work Together?

As a valued partner of the PlanSource Advantage program, MetLife provides monetary credits when employers offer MetLife products to their employees and those employees participate. These credits apply toward the software subscription fees, which lowers the cost of the PlanSource system.

What Products Are Available?

MetLife offers these product lines that are eligible for PSA credits on PlanSource to groups with 100 eligible employees or more

accident

Accident

Learn More

life

Basic Life and Accidental Death & Dismemberment

Learn More

criticalillness

Critical Illness

Learn More

dental

Dental

Learn More

PlanSource-Hospital-Icon

Hospital Indemnity

Learn More

LTD

Long Term Disability

Learn More

Short Term Disability

Learn More

vision

Vision

Learn More

life

Voluntary Life and Accidental Death & Dismemberment

Learn More

Why Do Employers Choose MetLife With PlanSource?

Partner-cloud-icon

Online Benefits
Administration Platform

PlanSource is a multi-carrier benefits administration platform that can be customized by employers to support various benefit models.

Learn More

Partner-friendly-icon

Comprehensive
Administrative Experience

We know HR and aim to make your life easier by providing an experience to help you maintain control and stay compliant. 

Learn More

Compliant
and Secure

PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform that is dedicated to system stability and customer data security.

Learn More

Partner-education-icon

Educational Tools
and Content

Personalize the content that displays to employees based upon demographics, location, employee type and more.

Learn More

Pre-Established
Integration

By selecting MetLife, PlanSource offers pre-established integration for products and services that are quick to setup and support.

Learn More

Partner-pricing-icon

Consumer-Friendly
Shopping

We guide employees through the process so that they can shop for benefits the same way they shop for other products online.

Learn More

PlanSource Serves Employers of All Sizes

It’s becoming increasingly costly and complex for employers to manage their benefits programs and ensure compliance.
PlanSource provides companies of all sizes with an affordable technology platform to efficiently manage their benefits and human resources programs.

Small
Employers

Learn More

Medium
Employers

Learn More

PlanSource-Large-iconLarge
Employers

Learn More

How Do MetLife Customers Benefit?

Complete Benefits Plans

With over 9 product lines to choose from with MetLife, employers are able to offer their employees a comprehensive selection of insurance products and services.

Happier Employee Populations

By making informed choices and selecting benefits that are right for them, employees will be more dedicated to their work and productive for their employers.

Affordable Benefits Administration

Take advantage of credits based on enrolled employees in MetLife products which offset the fees for the software, making the benefits administration system even more affordable.

How Do MetLife Insurance Brokers Benefit?

Comprehensive Choice

By offering product lines from MetLife, insurance brokers can prescribe the products that are right for their client’s employee populations.

Lucrative Solutions

By paying brokers based on enrolled employees, MetLife offsets the fees for the software which make the benefits administration system even more profitable.

Awesome Customer Experience

With an experienced service team and competitive carrier program whose credits offset the price of the software, we help your customers stay your customers.

See PlanSource in Action

Watch short videos of the PlanSource benefits administration system in action

Show Me The Videos!

Sign up for weekly demos and see PlanSource in action on your schedule

Show Me The Demos!

Have questions about the MetLife and PlanSource partnership?

Drop Us a Line

Contact Sales in Your Area

AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

See It 

Watch The Newest Webinar

Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.

Watch It

Read Our Latest Press

Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good info.

Read It

Availability of products and services is based on MetLife’s guidelines, group size, underwriting, and state requirements. The companies referenced in this communication are independent and are not responsible for each other’s financial obligations.
Like most insurance policies and benefit programs, insurance policies, and benefit programs offered by Metropolitan Life Insurance Company and its affiliates contain certain exclusions, exceptions, waiting periods, reductions of benefits, limitations, and terms for keeping them in force. Please contact MetLife for complete details.
METLIFE’S ACCIDENT AND HOSPITAL INDEMNITY INSURANCE POLICIES ARE LIMITED BENEFIT GROUP INSURANCE POLICIES.
The policies are not intended to be a substitute for medical coverage and certain states may require the insured to have medical coverage to enroll for the coverage. The policies or their provisions may vary or be unavailable in some states. There is a preexisting condition limitation for hospital sickness benefits, if applicable. MetLife’s Accident and Hospital Indemnity Insurance may be subject to benefit reductions that begin at age 65. And, like most group accident and health insurance policies, polices offered by MetLife may contain certain exclusions, limitations and terms for keeping them in force. For complete details of coverage and availability, please refer to the group policy form GPNP12-AX or GPNP13-HI or contact MetLife. Benefits are underwritten by Metropolitan Life Insurance Company, New York, New York. In certain states, availability of MetLife’s Group Hospital Indemnity Insurance are pending regulatory approval.
Hospital does not include certain facilities such as nursing homes, convalescent care or extended care facilities. See MetLife’s Disclosure Statement or Outline of Coverage/Disclosure Document for full details.
METLIFE CRITICAL ILLNESS INSURANCE (CII) IS A LIMITED BENEFIT GROUP INSURANCE POLICY. Like most group accident and health insurance policies, MetLife’s CII policies contain certain exclusions, limitations and terms for keeping them in force. Product features and availability may vary by state.  In most plans, there is a pre-existing condition exclusion. In most states, after a covered condition occurs, there is a benefit suspension period during which most plans do not pay recurrence benefits. MetLife offers CII on both an Attained Age and an Issue Age basis. Attained Age rates are based on 5-year age bands and will increase when a Covered Person reaches a new age band. MetLife’s Issue Age CII is guaranteed renewable, and may be subject to benefit reductions that begin at age 65. Premium rates for MetLife’s Issue Age CII are based on age at the time of the initial coverage effective date and will not increase due to age; premium rates for increases in coverage, including the addition of dependents’ coverage, if applicable, will be based on the covered person’s age at the time of that increase’s effective date. Rates are subject to change for MetLife’s Issue Age CII on a class-wide basis. A more detailed description of the benefits, limitations, and exclusions applicable to both Attained Age and Issue Age CII can be found in the applicable Disclosure Statement or Outline of Coverage/Disclosure Document available at time of enrollment. For complete details of coverage and availability, please refer to the group policy form GPNP07-CI, GPNP09-CI or GPNP14-CI, or contact MetLife for more information. Benefits are underwritten by Metropolitan Life Insurance Company, New York, New York. In New York, availability of MetLife’s Issue Age CII product is pending regulatory approval.
MetLife’s Critical Illness Insurance is not intended to be a substitute for Medical Coverage providing benefits for medical treatment, including hospital, surgical and medical expenses. MetLife’s Critical Illness Insurance does not provide reimbursement for such expenses.
Group dental plan/Program benefits featuring the MetLife Preferred Dentist Program are provided by Metropolitan Life Insurance Company, 200 Park Avenue, New York, NY 10166.
Optional Term Life, Dependent Life and AD&D coverage are provided under a group insurance policy (Policy Form GPNP99) issued to your employer by MetLife.
All Group Life Features and AD&D Enhancements are not available for all solutions. Please refer to the product specific Cost and Benefit Summary for additional costs, if any, and the availability of features and enhancements, or contact your MetLife representative for more information.
VISION BENEFITS are underwritten by Metropolitan Life Insurance Company, New York, New York. Certain claim and network administration services are provided through Vision Service Plan (VSP), Rancho Cordova, CA. Vision Service Plan is not affiliated with Metropolitan Life Insurance Company or its affiliates.