PlanSource is a Cloud-Based Benefits Administration and HCM Solution

PlanSource provides a complete cloud-based technology platform for managing employee benefits and human capital. From benefits administration and payroll to talent and workforce management, PlanSource is an employer’s single and complete source for human resources software.

Whether you are an employer, broker, or carrier, PlanSource can be configured as you need it – whether that is as a custom benefits administration system or public or private insurance exchange.

Through a community of brokers, carriers and consultancies, PlanSource delivers exchange and non-exchange based benefits and human capital management (HCM) solutions to companies of all shapes and sizes. For teams small or large, hourly or salaried, PlanSource helps employees get the coverage that is right for them.


Our Products Are



With benefits shopping, enrollment, billing and ACA compliance, PlanSource gives you feature depth without compromising on ease-of-use.



By supporting exchange and non-exchange setups and defined benefit and contribution models, PlanSource enables evolving benefits strategies.



Like a software version of Elasti-Girl, PlanSource lets you build the perfect combination of benefits and shape your plans to the the needs of your workforce.



Through APIs, PlanSource can create a custom, brand-consistent customer experience, yet maintain the benefits of a SaaS-provisioned solution.



Today’s users expect intuitive and easy-to-use software that looks great and PlanSource delivers it – whether you’re on a mobile device or desktop.

PlanSource Invests In Its Product

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Everyone Benefits From PlanSource Products


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Mobile App


With millions of Americans using an Apple iOS or Google Android smartphone, today’s employees expect self-service tools. That’s why PlanSource is available for free through the App Store® and Google Play®.

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ACA Compliance


The ACA has increased the administrative and compliance responsibilities of both the employer and employee. That means that an HCM product without ACA is not an HCM product. PlanSource offers a complete end-to-end solution.

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Video Library


Benefits and insurance can be bewildering, and as a result employees can be misinformed and buy products that aren’t right for them. That’s why PlanSource includes free educational videos that explain important concepts.

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Decision Support


Employees can get as much or as little help as they need throughout the benefits shopping and enrollment experience through targeted educational content and personalized recommendations for all types of benefits.

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See PlanSource in Action

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See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

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Watch The Newest Webinars

View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.

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Read Our Latest Press

Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.

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