Online Employee Benefits Enrollment Software

An enrollment experience that’s optimized for engagement

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

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Easy, Online Benefits Enrollment for Employees

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Mobile Friendly

Complete the entire benefits enrollment experience from a phone, tablet or laptop – and switch seamlessly between them! Our mobile-responsive design and free mobile app are designed to be fast, easy and frustration-free. You can even submit required eligibility docs right from your phone when making life event changes like adding a new dependent.

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One-and-Done Enrollment

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.

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Simple Checkout

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!

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Automated EOI

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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HILLARY

PlanSource helps our employees monitor their benefits year-round. Employee understanding of and satisfaction with their benefits is higher than ever.

HILLARY PENA

Employee Benefits Administrator, NCCA

MRYNA

We ended up with better benefits for a better price, had a successful open enrollment AND saved a ton of time and money on travel.

MYRNA MADDISON

Director of Human Resources, Victory Automotive

JENNIFER

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

DAPHNE

My client was worried since it was their first year, but their employees did fine! They actually got 100% participation even though technically it was a passive enrollment.

DAPHNE LARANETA

Assistant VP, USI

Open Enrollment Style Flexibility

Active

Active enrollment requires employees to log in and select each benefit during open enrollment to remain covered. It’s our fastest go-live option and what we recommend as best practice, so employees are aware of all their options and any new offerings.

Passive

With passive enrollment, we’ll pre-load prior coverage info into the system, so employees can log in and make updates, as needed. It’s the easiest option for employees but often means any new benefits or plan updates get missed, since employees don’t have to log in.

Blended

We also support a blended enrollment approach, where employees are required to log in and make a selection for some benefits products – like a Flexible Spending Account – but it’s not required for others.

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 and 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 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

Customized Enrollment Workflows

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 Carrier 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.

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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.

Employee 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.

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Results

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

Ready to See Results Like These?

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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.

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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!