Decision Support
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.

Comprehensive
Education

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.

Personalized Recommendations

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.

Decision Support is Available in Any PlanSource Configuration

Learn More About Benefits Administration     Learn More About Insurance Exchanges

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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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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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