Core platforms deliver cost savings and reduce administrative time. PlanSource elevates your benefits administration by increasing employee engagement, benefits education and utilization to drive healthier outcomes and better business results.
Employee Engagement
Decision Support
Dependent Verification
Data and Analytics
Carrier Integrations
Marketplace
Stay informed
Access and utilize
Auto-register
Be more engaged
Extensive Training and Enablement
Experienced Guidance and Best Practices
A Trusted Broker Model
Customizable Platform
Curate personalized benefit packages supplemented by modern API integrations for your employer groups based on their unique needs
Data and Insights
InsightsIQ gives you visibility into how your groups are performing and running for more effective claim cost management
Benefits Utilization
Leverage a communication, awareness and education-based approach to increase participation and utilization in your groups with The Source
Access to New Opportunities
Discover Unique Benefits
Our innovative technology paired with Boost and Marketplace have increased voluntary enrollment by 11%
Manage Your Employer Groups
Dedicated Support Team
Improve Benefits Engagement
Customize Our Software to Your Brand
PlanSource’s robust initial and ongoing training methodology includes a 5-day course, monthly webinars and 24/7 access to our reseller training center within PlanSource University.