Premium Benefits Outsourcing

Don’t call HR, call PlanSource
Spend Less Time Managing Employee Benefits
With Premium Employee Benefits Outsourcing, PlanSource is an extension of your HR team. We administer all aspects of your employee benefits program – from new hire and life event processing to integrations with your insurance carriers and payroll systems. Our employee benefits outsourcing service includes employee contact center, billing reconciliation and payment and COBRA administration. You can also add on a range of other services so that you can focus on more strategic items in your to-do list.
Focus on Your Business
Trust the well-being of your employees to an established partner who is focused on managing employee benefits and procedures.
Offer Great Service

Our benefits experts answer employee questions, provide phone-based enrollment and advocate for your employees throughout the year.

Control Risk
We’ll help you comply with government regulations as well as your own internal policies and procedures.
What Services are Included with Premium Benefits Outsourcing?

System Configuration and Maintenance

New Hire, Life Event and EOI Processing

Data Exchange Operations, Auditing and Reconciliation

COBRA Administration

System Configuration and Maintenance

New Hire, Life Event and EOI Processing

Data Exchange Operations, Auditing and Reconciliation

COBRA Administration

Billing Reconciliation and Payment Services

Eligibility Management and Urgent Coverage Resolution

Branded Employee Contact Center

Add-On Services
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Communications and Fulfillment

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Retiree Billing

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Leave of Absence Billing

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Dependent Verification

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FSA/HSA/HRA Administration

^

QMCSO Processing

Examples of Custom Communication Campaigns Tailored for Your Workforce:

Benefit Websites
Benefit Guides (Print or Digital)
Custom Videos
Text Messaging
Total Compensation Statements
Personalized Postcards
Communication Plans
Traditional Printed Materials
New Hire Packets

PlanSource Premium Benefits Outsourcing Bundle

You make the decisions, and we manage the details
;
DAILY SUPPORT
  • System configuration and maintenance
  • Urgent eligibility processing
  • Contact center support for employees
  • COBRA enrollment and administration
;
WEEKLY PROCESSING
  • New hire and life event processing
  • Dependent document verification for life events
  • Evidence of Insurability processing
  • HR/Payroll import of demographic changes
  • Payroll deductions export
  • Enrollment transactions to insurance carriers
  • Resolution of data exchange discrepancies
;
MONTHLY BILLING
  • List-bill discrepancy identification and reconciliation
  • Self-bill creation
  • Consolidated billing and financial reporting
  • Premium billing payment simplification
  • COBRA premium remittance to client
  • COBRA auditing
;
QUARTERLY AUDITS
  • Medical, Dental, & Vision carrier audits
  • Payroll audit discrepancy reporting
  • Business reviews with your HR leaders
;
ANNUAL PROJECTS
  • System setup and configuration changes
  • Post-OE data exchange and audit with carriers
  • Post-OE payroll audit

If we didn’t have PlanSource for our benefits technology, and if we didn’t have the Premium version where we have a dedicated team helping us, I wouldn’t have the time to do any strategic work. We’re saving money, because we would need one or two more of me if we didn’t have PlanSource.

Nicole Nieswand

Senior Benefits Specialist, MetroHealth

Benefits Outsourcing Product Sheet

Download an overview of the PlanSource Benefits Outsourcing add-on service that details what’s included and what time-saving benefits you can expect to see from it.

 

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The Ultimate Employer’s Guide to Benefits Outsourcing
In this guide we’ll examine why companies turn to benefits outsourcing, how they decide which functions to outsource, and questions to ask to help you determine the right strategy for your company.

Customer Webinar: Strategic Materials

Hear first-hand why Strategic Materials decided to outsource their benefits and how they maximized HR efficiency and optimized employee communications as a result.


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All Resources

Ready to Save Time by Outsourcing to PlanSource?

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.
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