Powerfully simple benefits management
Make managing employee benefits easier at every step
A Complete Employee Benefits Platform to Handle Even Your Most Complex Benefits Needs
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AUTOMATE PROCESSES
Eliminate manual processes and hours of HR admin work with true end-to-end benefits automation.
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ENGAGE EMPLOYEES
Arm your employees with the personalized tools and resources they need to understand and appreciate their benefits.
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Enforce compliance
Get peace of mind with tools that automate, simplify and ensure compliance for ACA, COBRA and company-specific benefits rules.
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Reduce Costs
Optimize your benefits program ROI with tools that identify cost savings, enable better employee decisions and participation, and maximize HR efficiency.
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Connect systems
Keep costs down and productivity high with carrier, HCM, payroll and other integrations that keep all of your employee systems and benefits data in sync.
What We Do
Communications

Create and schedule targeted, multi-channel communications campaigns that help you reach and engage remote workers while saving hours of HR admin time

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Shopping

We guide employees through the entire process, with helpful tools and content that let them compare and shop for benefits the same way they shop online for other items.

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Enrollment

Streamlined workflows and real-time integrations deliver a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.

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Compliance

We’ll make sure your entire team stays compliant with federal and state ACA requirements, plus all of your unique eligibility rules and business workflows.

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Billing
Generate consolidated self-bills and reconcile carrier bills based on carrier-specific billing rules and mid-month changes for greater efficiency and cost transparency.
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Administration

Configure, manage and automatically enforce even the most complex benefit models, plans, workforce populations and more within one easy-to-use system.

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Day One, I thought PlanSource was far superior to any ben admin system I’ve used…. I’ve been working with these systems for 20+ years, and PlanSource offers way more than I’ve ever seen before.
Tammy Valle
Director of HR Operations, Meruelo Group
What Sets Our Benefits Software Apart
Advanced Configurability
We’ll handle your most complex business rules and benefits set ups, so you can automate everything and focus HR time anywhere else.
Employee Experience
Our mobile benefits software simplifies the shopping and enrollment for employees, so they feel more confident and in control of their benefits decisions.

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Ecosystem Integration
Connect employee benefits with everything else. We integrate directly with insurance carriers via real-time APIs and have EDI syncs with 800+ different HCM, payroll and other third-party systems.

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Platform Security
We take security seriously and have the industry-leading accreditations and certifications to back it up. You can trust us to keep your data and business secure.
Benefits Services
We offer a full suite of add-on benefit services, so you can outsource any (or all!) of the time-consuming ben admin tasks your team spends way too much time and effort on to us.

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Results
5 Hours
Time saved per employee each year
14% Lift
Increase in overall voluntary participation rate
$3,500/Year
Annual savings per ineligible dependent
3 Weeks
HR time saved at open enrollment each year
Trusted by the World’s Top HR Teams
Ready to Join Us?
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
ARPA & COBRA Resources Hub

ARPA & COBRA Resources Hub

Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release

Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release

Reimagining How Benefits Work Together | Voya Financial

Reimagining How Benefits Work Together | Voya Financial

Latest News
PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ

PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ