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.
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.
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.
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.
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.
Prescriptive, AI-based decisions for seamless recommendations
Access to point solutions in today’s top benefit categories
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.
PlanSource Announces 13 New Partners Joining the Partner Marketplace in Q4
MANAGE COOKIE CONSENT
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.