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
BILLING RECONCILIATION
Workforce Populations
Cost Contributions
Automated Enrollment
Automated Cancellations
Contingent Benefits
EOI Processing
Advanced data integrations – via real-time carrier APIs and EDI feeds with more than 700 different systems and 33,000+ live data connections – ensure your benefits data stays consistent, accurate and in sync across all of your other core employee systems and stakeholders, including insurance carriers, HCM/HRIS solutions, payroll, and other TPAs.
& Analytics
And analytics dashboards identify trends in your data and benchmark it against our active customer database of 100+ million elections, allowing you to see your benefits data – and where to optimize performance – like never before.
Benefit Changes  |  Confirmation Statements  |  Dependent Enrollment
Employee Census  |  Employee Enrollment  |  Employee New Hires
Employee Terminations  |  Evidence of Insurability  |  Incomplete Enrollment
Life Events  |  Overage Dependents  |  Payroll Deduction
Reduction in total HR team admin time/effort
Decrease in monthly payroll processing time
Total time saved per employee per year
HR time saved annually at benefit renewal