Transform Your Benefits Management and Engagement Software
With our comprehensive, configurable and automated platform that suits your needs
Industry-Leading Ben Admin Technology
PlanSource is designed to optimize your entire benefits program, achieve greater engagement and participation in your benefits and point solutions, and deliver greater return on the investment you make in your benefits. Whether you are an employer, broker or reseller we offer the technology and services you need to be successful.
Explore which package is right for you
PlanSource offers a range of technology-enabled benefit services that ensure you get the most out of your benefits investment. Whether you are seeking full benefits outsourcing or looking to supplement your HR team in a few areas, we’ve surrounded our software with a flexible suite of services to provide the best benefits experience to you and your employees.
Core Platform
With our Core Platform Package, we provide the technology you need to effectively administer and manage employee benefits and engagement. Additionally, you have the option to choose one or several of our add-on benefit services.
Core+ Platform
Our Core+ Platform Package is designed for customers who want to stay involved in the day-to-day benefits administration work, but also require certain services to to ease admin burden in specific area.
PlanSource Premium
With PlanSource Premium, we act as your benefits team, managing all aspects of benefits admin – from processing new hires and approving life events to managing EOI requests and data exchange with carriers.
FEATURE
CORE
CORE+
PREMIUM
Benefit Administration Technology
Employee Benefits Enrollment
ACA Eligible Employee Tracking
Benefits Administration Software
Employee Communications Tools
Aligned Client Account Manager
FEATURE
Employee Benefits Enrollment
ACA Eligible Employee Tracking
Benefits Administration Software
Employee Communications Tools
Aligned Client Account Manager
CORE
CORE+
PREMIUM
IQ Suite – DependentIQ, DecisionsIQ, InsightsIQ
Automated Dependent Eligibility and Document Verification
Automatic and Personalized Enrollment Recommendations for Employees
Robust Data Visualization and Benchmark Reporting for HR Teams
Unlimited Text Messaging
Customized System Branding and Page Content Updates
New Hire, Life Event, Work Status, and EOI Processing
Employee Contact Center
Full Dependent Eligibility Audit
FEATURE
Automated Dependent Eligibility and Document Verification
Automatic and Personalized Enrollment Recommendations for Employees
Robust Data Visualization and Benchmark Reporting for HR Teams
Unlimited Text Messaging
Customized System Branding and Page Content Updates
New Hire, Life Event, Work Status, and EOI Processing
Employee Contact Center
Full Dependent Eligibility Audit
CORE
CORE+
PREMIUM
Managed Services
HSA/FSA/HRA Administration
COBRA Administration
Billing Reconciliation and Payment Services
Total Compensation Statements
Leave of Absence or Retiree Billing
FEATURE
HSA/FSA/HRA Administration
COBRA Administration
Billing Reconciliation and Payment Services
Total Compensation Statements
Leave of Absence or Retiree Billing
CORE
CORE+
PREMIUM
Carrier Integration – PlanSource Boost
Billing and Reconciliation Services
API and Single Sign On Integration
Education and Enablement Modules Designed to Improve Engagement
FEATURE
Billing and Reconciliation Services
API and Single Sign On Integration
Education and Enablement Modules Designed to Improve Engagement
CORE
CORE+
PREMIUM
Benefits Engagement Platform – The Source
Benefits Auto Registration
Payroll, Benefits and Communications Services
Personalized Recommendations for Utilization
Total Compensation Statements
Customizable Intranet Experience
FEATURE
Benefits Auto Registration
Payroll, Benefits and Communications Services
Personalized Recommendations for Utilization
Total Compensation Statements
Customizable Intranet Experience
CORE
CORE+
PREMIUM
Request Pricing Info
Our Portfolio of Innovative Features
The Source
An engagement platform for your entire employee ecosystem
Discover The Source 
InsightsIQ
Pre-visualized, powerful benefit insights at your fingertips
Discover InsightsIQ
DependentIQ
Instant AI-powered dependent eligibility verification
Discover DependentIQ
DecisionIQ
Prescriptive, AI-based decisions for seamless recommendations
Discover DecisionIQ
Marketplace
Access to point solutions in today’s top benefit categories
Discover Marketplace
Carrier Integrations
Extensive list of voluntary and specialty carrier integrations
Discover Our Integrations
DecisionIQ is a great new feature! It’s simple yet at the same time can be personalized to help the employee decide which plan fits best for them & their family members. I think this feature is something many clients could benefit from.
Hannah Pierce
Business Analyst, Assured Partners
