Because We all Need a Little Help from Our Friends
Your Personal Benefits Guide
Insurance products can be complex, so we help consumers understand the benefits that are offered to them through comprehensive education and personalized recommendations. Like a software Sherpa, we’ll guide your employees to the right choices based on their unique needs.
You can customize each page of the benefits shopping and enrollment process with just the right educational content and messaging. Give employees the guidance they need by embedding PlanSource videos, linking to additional resources online or in the document library and customizing the texts and graphics.
To get you started, we’ve included some suggested messaging and videos for each page within the process – available in
English and Spanish!
Explain it with Video
Benefits can be confusing, and employees often need a refresher course on benefits and insurance terminology. Our educational videos break down complex benefits terms and concepts into bite-sized, easy-to-understand chunks that you can embed directly into the PlanSource system.
PlanSource helps employees make the right choices with personalized plan and coverage recommendations based on their preferences and cost estimates. We show which medical plan is the “best match,” how much life and disability coverage they should have, and even how much they should contribute to an HSA or FSA. Our recommendations engine provides guidance for all types of benefits, and we always explain the “why” behind our recommendations.
See PlanSource in Action
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
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.
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.