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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

80%

Self-service enrollments vs. needing HR help

2 HOURS

HR admin time per new hire

10 HR STAFF

Freed up each OE season

30 MINUTES

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

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ONE-AND-DONE ENROLLMENT
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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.
SIMPLE CHECKOUT
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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!
AUTOMATED EOI
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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.

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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.
JENNIFER GAW
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.
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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.
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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 tha