Explore the Platform
More automation.
Less administration.
Spend less time on benefits administration tasks, with industry-leading configurability and automation in PlanSource that free up your team to focus on everything else

25%

Reduction in total HR team admin time/effort

48X

Decrease in monthly payroll processing time

5 HOURS

Total time saved per employee per year

40%

HR time saved annually at benefit renewal
Automate Your Most Time-Consuming Tasks
ACA MEASUREMENT & REPORTING
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We’ll import hours from payroll to track employee eligibility, coverage, and affordability, while automating employer ACA reporting and filing requirements at both the federal and state level.
BENEFITS REPORTING
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Run reports on common benefits administration needs and key metrics with our suite of best practice reporting templates you can also customize.
BILLING RECONCILIATION
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Generate consolidated self-bills and reconcile carrier-provided bills based on carrier-specific rules for billing and mid-month changes.
ELIGIBILITY MANAGEMENT
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Oversee ongoing eligibility changes for everyone enrolled on your plans, with automatic rule enforcement and triggered workflows based on waiting periods, coverage levels, age and more.
EOI
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Eliminate Evidence of Insurability admin work and paperwork, with real-time carrier integrations that automate the entire EOI approval and notification process.
LIFE EVENT CHANGES
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Easily process qualified life events (QLE) according to your unique rules and approval workflows, as employees get married, grow their families or lose other coverage throughout the year.
NEW HIRE ENROLLMENT
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Automatically trigger benefit enrollment communications and invites to new hires for a completely seamless onboarding experience and way less manual HR administrative work.
Now, employees aren’t stressed. My HR team isn’t stressed. They’re able to leave the office at 5 o’clock, whereas before it was a never-ending struggle to get everything done and in on time.
TAMMY VALLE
Assistant Vice President, USI
Simplify Your Most Complex Benefits Setups
Configure, manage and automatically enforce even the most complex benefit plans and eligibility workflows within one easy-to-use system.

Workforce Populations

Define your company’s unique employee groups where rules vary
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Cost Contributions

Designate employee and employer contributions to benefits premiums
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Automated Enrollment

Enroll employees in company-sponsored benefits by default
Customer Success Story: BrandSafway
Reporting strengths, and the power of moving month-long tasks to just minutes
HR Experience Demo Video
The PlanSource benefits administration experience for HR teams has been redesigned to be mobile friendly and accessible, and streamlines common tasks, consolidates information and improves usability. Have a look at the new experience in action in this five-minute video.