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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
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Employee Benefits Enrollment
ACA Eligible Employee Tracking
Benefits Administration Software
Employee Communications Tools
Aligned Client Account Manager
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FEATURE
Employee Benefits Enrollment
ACA Eligible Employee Tracking
Benefits Administration Software
Employee Communications Tools
Aligned Client Account Manager
CORE
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CORE+
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PREMIUM
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IQ Suite – DependentIQ, DecisionsIQ, InsightsIQ
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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
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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
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CORE+
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PREMIUM
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Managed Services
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HSA/FSA/HRA Administration
COBRA Administration
Billing Reconciliation and Payment Services
Total Compensation Statements
Leave of Absence or Retiree Billing








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FEATURE
HSA/FSA/HRA Administration
COBRA Administration
Billing Reconciliation and Payment Services
Total Compensation Statements
Leave of Absence or Retiree Billing
CORE




CORE+
PREMIUM
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Carrier Integration – PlanSource Boost
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Billing and Reconciliation Services
API and Single Sign On Integration
Education and Enablement Modules Designed to Improve Engagement
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FEATURE
Billing and Reconciliation Services
API and Single Sign On Integration
Education and Enablement Modules Designed to Improve Engagement
CORE
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CORE+
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PREMIUM
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Benefits Engagement Platform – The Source
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Benefits Auto Registration
Payroll, Benefits and Communications Services
Personalized Recommendations for Utilization
Total Compensation Statements
Customizable Intranet Experience
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FEATURE
Benefits Auto Registration
Payroll, Benefits and Communications Services
Personalized Recommendations for Utilization
Total Compensation Statements
Customizable Intranet Experience
CORE
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CORE+
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PREMIUM
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Request Pricing Info
Our Portfolio of Innovative Features
The Source
An engagement platform for your entire employee ecosystem
Discover The Source  Right arrow
InsightsIQ
Pre-visualized, powerful benefit insights at your fingertips
Discover InsightsIQ  Right arrow
DependentIQ
Instant AI-powered dependent eligibility verification
Discover DependentIQ  Right arrow
DecisionIQ
Prescriptive, AI-based decisions for seamless recommendations
Discover DecisionIQ  Right arrow
Marketplace
Access to point solutions in today’s top benefit categories
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Carrier Integrations
Extensive list of voluntary and specialty carrier integrations
Discover Our Integrations  Right arrow
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
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.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
Partner of the Week: MetLife Legal Plans
Partner of the Week: MetLife Legal Plans
Wagmo | Weekly Source: Christie Horvath
Wagmo | Weekly Source: Christie Horvath
How can employers manage or reduce employee stress through benefits?
How can employers manage or reduce employee stress through benefits?
Latest News
PlanSource Announces 13 New Partners Joining the Partner Marketplace in Q4

PlanSource Announces 13 New Partners Joining the Partner Marketplace in Q4