Explore the Platform
An enrollment experience that drives engagement
Streamlined workflows and real-time integrations deliver a mobile-friendly enrollment experience that maximizes employee engagement and saves HR tons of time


Self-service enrollments vs. needing HR help


HR admin time per new hire


Freed up each OE season


Time saved per life event change
Easy, Online Benefits Enrollment
Employees can enroll in their benefits wherever they are, and on any kind of device.

Learn More

Enroll in all benefit plans and products online, in one system. Because PlanSource offers powerful back-end configurability, you can set up all of your plans and benefits products in one system, so employees see and complete all of their benefits enrollments at one time, in one place.
Streamlined checkout workflows make it easy for employees to see all of their elections, covered dependents and per-paycheck costs in one summary view. They can quickly make changes right from their cart, then click Checkout to submit enrollments. It’s that easy!
Offer a completely automated enrollment experience, even for additional voluntary benefit enrollment requirements like Evidence of Insurability (EOI). EOI questions are embedded within the online enrollment experience, so employees don’t have to print, fill out and mail in paper forms, and HR teams don’t spend months chasing down missing forms.

Learn More

Come open enrollment, I’m not worried at all anymore. I don’t need to lift a finger, and come the morning of enrollment, I know it’ll just work.
Director of Human Resources, Dermologica
Real-Time Efficiency for HR Teams

Customized Enrollment Workflows

Automate even the most complex workflows, plan configurations and eligibility rules for true end-to-end enrollment automation and a streamlined employee experience.

Auto Eligibility Enforcement

Make sure employees only see and enroll in the plans they’re eligible for. Set up custom populations and eligibility rules, and auto-enforce them on the backend for peace of mind and real-time compliance control.

Enrollment Dashboards & Checklists

Real-time dashboards and task checklists for HR admins make it easy to see enrollment progress, outstanding tasks that need their attention and recent changes to employees’ enrollment status.

Automatic Push Reminders

Set up customized text, email and in-app employee communications and campaigns that free up HR time while driving OE awareness, benefits education and plan participation among a remote and digital workforce.
Connect Benefit Enrollments to Everything Else

Partner Integration

We integrate with 700+ different systems and have 33,000+ live data connections via streamlined EDI feeds to ensure benefits data is accurate, up-to-date and secure across all of your HR systems, like payroll, HCM, TPAs, insurance carriers and more.

Real-time APIs

Instantly transmit enrollment data directly into insurance carrier systems. Our industry-leading Boost program eliminates manual effort and errors with real-time API integrations that save HR teams tons of time and reduce coverage gaps for employees.

Payroll System Integration

Connect your employee payroll system to your ben admin to ensure benefit enrollment data matches up with employee payroll deductions and employer contributions, so admins avoid side calculations and reconciliations.

Benefit Accounts

Automatically create benefit funds accounts and deposit one-time employee and employer contributions, based on enrollment elections in your ben admin system, including HSA, FSA and HRA benefits accounts.
Virtual OE Survival Tips
Watch our “Extraordinary Times, Extraordinary Measures: Virtual Open Enrollment Survival Tips” webinar on-demand now to learn tips and strategies for pulling off a successful virtual-first OE experience.
Ultimate OE Planning Playbook
Your one-stop-shop for OE planning. Open enrollment is the Super Bowl of benefits, the culmination of a year’s worth of planning, strategizing and hard work. And, much like a championship game, open enrollment requires a solid playbook to guide you to benefits success!
Customer Story: Dermalogica
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Get a Demo