Benefits Administration
Our core focus, and how we provide value in a complex market

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Ben Admin Is at Our Core

PlanSource offers a complete human capital management platform with benefits administration software at its core.

Benefits administration is at the center of the PlanSource universe. We believe that, given the complexities of the health care system, it is important to approach benefits with laser-like focus. That is where we can provide the greatest value in an increasingly complex market.
It’s why employers, brokers and carriers use PlanSource to automate processes, engage employees, maintain control of business processes, ensure compliance and keep an accurate record of benefits partners and transactions.

benefits administration software structure at plansource

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A Benefits-Driven Software Solution



Stop using paper forms and empty your filing cabinets by managing benefits online with sophisticated yet intuitive cloud-based benefits technology.



Set up your company’s workforce configuration and benefits to ensure that business rules are enforced during open enrollment and throughout the year.




Provide employees with an easy-to-use, educational experience for benefits shopping and enrollment, with tools that help them make the right decision.

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Generate consolidated self-bills and reconcile and adjust carrier bills based on carrier-specific rules for bill creation and mid-month changes.

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With COBRA and ACA rules that need to be followed, we’ve got what you need to stay compliant, whatever acronym is thrown your way.

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Dashboards, reports and built-in workflows allow HR teams to maintain control of the process, add/edit/cancel benefits, and stay on top of changes and exceptions.


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Create and deliver custom communications for specific employees or demographic groups, based on life events such as a change in status or eligibility.

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Stay connected and in sync with third-party systems, including insurance carriers, HCM, payroll and TPAs as employee information is added or changed.

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Seamlessly Connected to Carriers

By investing in deeply integrated relationships with several of the nation’s leading insurance carriers through the PlanSource Advantage Program, we’re making it easy for you to offer the benefit products that are right for your workforce.
Insurance carriers in the PlanSource Advantage Program distribute their products on our platform and provide credits that offset the cost of using PlanSource. In other words,  they actually pay our customers to use the system, making it even more affordable for HR teams to automate benefits administration and provide a better benefits experience for their employees.

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PlanSource Makes Benefits Easy for the Employee


It’s Intuitive

With customizable tools and educational content, employees easily understand the benefits that are offered, see the impact on their paychecks, and become more informed consumers of health care.


It’s Personalized

Throughout the shopping experience, PlanSource asks relevant questions and surfaces meaningful and timely information to provide personalized plan recommendations aligned to employee preferences.


It’s Convenient

With responsive, easy-to-use screens and a free smartphone app, employees can do important stuff like access their benefits, share their ID cards, store important health care contacts and receive push notifications.

A Mobile-Friendly Benefits Experience

mobile-friendly benefits administration software interface

The PlanSource system uses responsive design, which means that employees can enroll in benefits on any device, whether it is on a laptop, tablet or phone. And unlike a mobile app (we have one of those too!) that consumers have to download, the site will simply adapt and look great on any size screen.

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Employee-Friendly Features

Employee Shopping

We guide employees through the process so that they can shop for benefits the same way they shop for other products online.

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Educational Content

Personalize the content that displays to employees based upon demographics, location, employee type and more.

Personalized Plan Recommendations

Help your employees understand their “best match” plans based on their preferences and expected usage (doctor visits, drugs, etc.).

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Defined Contribution

Get control of your costs by fixing the amount you want to spend, and letting your employees choose the best way to allocate the funds.

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Employee Communications

Understand out-of-pocket responsibilities and deductions, and receive push notifications and electronic benefit confirmation statements.

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Benefit Enrollment

Employees enroll online with a user-friendly, one-thought-per-screen workflow, while HR oversees the process and approves changes.

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Life Event Changes

Automatically enforce your rules for life events as your employees get married, grow their families, or lose coverage throughout the year.

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PlanSource Mobile App

Provide convenient access to benefits information, insurance cards, and announcements to your on-the-go employees.

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Spanish Language Support

Engage with your Hispanic employee population by providing a user- friendly benefits shopping and enrollment experience in Spanish.

EOI Integrations with Top Carriers

Single Sign-on to select carriers and automated EOI decision processing


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Robust For the Administrator


Maintain Control

Benefits are a significant spend. We can help you manage it through eligibility, cost calculations and carrier billing and reconciliation, regardless of whether a defined benefit or defined contribution approach is selected.


Staying Compliant

With government oversight and regulations increasing, PlanSource has the requirements built into its features and workflow to ensure that processes and procedures are kept compliant from the start.


Be Engaging

By giving employees technology tools like PlanSource that save them time, respect their circumstances and help them make the right decisions, team members will be happier, more productive and more engaged.

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Features Administrators Need


ACA Measurement and Reporting

PlanSource automates the measurement of employee hours and the creation and distribution of 1094-C and 1095-C forms.

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Eligibility Management

Configure your employee groups and benefits, including business rules for waiting periods, coverage options, age restrictions and EOI.



Manage the end-to-end experience from qualification and enrollment to administration and termination.


Cost Calculations

Calculate employee and employer contributions to premiums, and automatically transmit deductions to your payroll system.


Employee Communications

Provide custom communications to specific employees or employee groups during open enrollment or throughout the year.

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Bill Creation and Reconciliation

Generate consolidated self-bills and reconcile carrier-provided bills based upon carrier-specific rules for billing and mid-month changes.

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Customizable Reports

Create, customize, preview, save and schedule reports that give you an overview of your benefits programs

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EOI Management

Single Sign-On (SSO) to carrier’s EOI form to complete online and automated decision processing.

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Open Enrollment

Manage the open enrollment process and prepare your employees for the new plan year.

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See PlanSource in Action

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