Complete Benefits Administration Software

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

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Automate Your Most Time-Consuming Ben Admin Tasks

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ACA MEASUREMENT AND REPORTING

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.

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BENEFITS REPORTING

Run reports on common benefits administration needs and key metrics with our suite of best practice reporting templates you can also customize.

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BILLING RECONCILIATION

Generate consolidated self-bills and reconcile carrier-provided bills based on carrier-specific rules for billing and mid-month changes.

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ELIGIBILITY MANAGEMENT

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.

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EOI

Eliminate Evidence of Insurability admin work and paperwork, with real-time carrier integrations that automate the entire EOI approval and notification process.

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LIFE EVENT CHANGES

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.

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NEW HIRE ENROLLMENT

Automatically trigger benefit enrollment communications and invites to new hires for a completely seamless onboarding experience and way less manual HR administrative work.

CHRIS

PlanSource transformed tasks that would take weeks or months for thousands of employees to just minutes.

CHRIS FORBECK

HR and Benefits Manager, BrandSafway

NICOLE

If we didn’t have PlanSource, I wouldn’t have the time to do any strategic work … we would need one or two more of me. We’re saving money, because these two people would have to be solely focused on what PlanSource does for us.

NICOLE NIESWAND

Senior Benefits Specialist, MetroHealth

CHRISTY

The level of customization within PlanSource has been key for us. Employees only see what they're eligible for and the rate their particular employer is giving them. Meanwhile, we have 80+ different defined contribution setups in place, all configured seamlessly on the backend.

CHRISTY GUILBAULT

Senior Benefits Manager, Entertainment Partners

ANDREA

Being able to integrate our HR and payroll with PlanSource has made the experience really seamless for our employees, and it’s cut down immensely on administrative time.

ANDREA EVANTER

SVP Human Capital, The CORE Group

TAMMY

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

Cost Contributions

Designate employee and employer contributions to benefits premiums

Automated Enrollment

Enroll employees in company-sponsored benefits by default

Automated Cancellations

Set up rules to cancel benefits automatically, so you don’t pay unnecessary premiums

Contingent Benefits

Automate enrollment dependencies like HSA eligibility and spouse life maximums

EOI Processing

Receive automated decisions from carriers for Evidence of Insurability request

Sync Benefits Data Across Your Entire HR Ecosystem

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.

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Real-Time Benefits Reporting
& Analytics

Get clear insight into benefit program performance, costs, KPI metrics, and more with analytics tools that make it easy to create, schedule, and customize employee benefits reports in one place.

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.

Popular benefit report templates

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

JESSE

It used to be a pain to get details out of reports, but now I can filter down to the exact individual client and their eligibilities to get the data we need …. it’s like two different worlds.

JESSE SIMPSON

Benefits Coordinator, IronRoad

ASHLEY

The reporting is great for ad-hoc questions that come up during OE and throughout the year. I can easily see how many employees have enrolled in or declined each benefit and reconcile my carrier invoices.

ASHLEY BALES

Benefits and Leave Specialist, Heinen’s Grocery