For exchange sponsors who want
their plans, their way
Here’s How It Works
PlanSource can be configured as a private or public exchange that brings cost-effective solutions to market. PlanSource bridges the gap between insurers and consumers with customizable storefronts that stock only carefully selected products from leading insurance carriers and a benefits administration experience that delivers a complete quote-to-card process.
Join Other Leading Exchange Sponsors
A Benefits-Driven Solution
Realize lower and more predictable costs with defined contribution, where employees have the choice and flexibility to find the coverage that is right for them.
Lower your risk by moving to standard, ACA-compliant plans and using technology to implement standardized business processes and work flows.
Reduce the burden on HR staff associated with paper-based benefits selection, OE, life events, COBRA and ongoing billing and administration.
Offer plans that are right for employees, yet are cost-effective for the employers, helping them avoid penalties associated with the Cadillac Tax.
Use educational tools and “big data” decision-making algorithms to help employees choose the right products and become smarter consumers of health care.
Position and sell more product through a proven sales and distribution platform that directly reaches customers with a lower cost of acquisition.
Recommend the right insurance products that will avoid coverage mismatches, reduce the cost of new client acquisition and increase customer retention.
With a customizable marketplace and tailored consumer experience, bring a differentiated offer to market that defines your unique brand.
Seamlessly Connected to Carriers
The PlanSource benefits administration system offers top insurance products from industry-leading carriers who pay employers to use them, making PlanSource a good investment.
Easy for the Employee
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.
Throughout the shopping experience, PlanSource asks relevant questions and surfaces meaningful information to provide personalized plan recommendations aligned to employee preferences.
With responsive, easy-to-use screens and a free smartphone app, employees can access their benefits, share their ID cards, store important health care contacts and receive push notifications.
Robust For the Administrator
Benefits are a significant spend. PlanSource helps manage it through eligibility, cost calculations and carrier billing and reconciliation, regardless of whether a defined benefit or defined contribution approach is selected.
With government oversight and regulations increasing with the ACA, PlanSource has the requirements built into its features and workflow to ensure that processes and procedures are kept compliant from the start.
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.
Avenue H uses PlanSource to power one of the nation’s most successful state SHOP exchanges
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.