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.

Visit Library

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.