Dependent Verification with DependentIQ

Reduce benefit costs with AI-driven eligibility verification

Verifying Dependents Decreases Benefits Costs and Improves Compliance

Ineligible dependents cost businesses millions of dollars in annual health plan expenses. Rather than implementing cost-cutting measures like reducing benefits or increasing co-pays (which employees are not fans of), dependent verification can identify those individuals who are not eligible to participate in a company’s benefit plan.
Save Money

Reduce monthly medical premium costs for fully-insured plans and total monthly claims costs for self-insured plans.

Improve Compliance

Improve compliance with your Summary Plan Descriptions (SPDs), HR policies and custom business rules.

Minimize Risk

Reduce your company’s stop-loss exposure and litigation risks related to ERISA, Sarbanes-Oxley and other regulations.

Overall, our dependent audit was a huge success and upon its conclusion, the savings to the district was 7x what was projected.

Lisa Steed

Employee Benefits Supervisor, Grand Rapids Public Schools

DependentIQ for Full Audits + Ongoing Dependent Verification
Powered by AI and ML technology, PlanSource manages the dependent verification process from end-to-end. DependentIQ recognizes required documents such as birth and marriage certificates and instantly detects and validates key data elements to enable real-time verification at enrollment or during post-enrollment audits.​

Flexible document request rules

Automated rule enforcement at enrollment

AI-powered image recognition and review

Consolidated work queue

Dashboard to monitor dependent status

Built-in employee communications templates

Savings Calculator

How much could you save with automated dependent verification? Try our interactive calculator to see how an investment in DependentIQ can drive measurable impacts for monthly premium costs & HR time saved.

DependentIQ Product Details

Download an overview of PlanSource DependentIQ and how our instant dependent eligibility verification can eliminate manual HR work and unnecessary monthly premiums.


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Case Study: Grand Rapids Public Schools
See how this large public school system outsourced its dependent eligibility audit to PlanSource and uncovered nearly $1M in plan savings in its initial full audit alone.

The Great Benefits Balancing Act

Companies are constantly caught between a competitive benefits package and an affordable one. Find out how you can have both with dependent verification.

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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.
Recent Resources
Dependent Verification Savings Calculator

Dependent Verification Savings Calculator

Dependent Verification Calculator

Dependent Verification Calculator

HR Experience – Benefits Reporting Software Demo

HR Experience – Benefits Reporting Software Demo

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