Insurance Exchanges
For exchange sponsors who want
their plans, their way

Request a Free Demo

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

Harry Koch logo Murray securus

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.

Watch The Video



Lower your risk by moving to standard, ACA-compliant plans and using technology to implement standardized business processes and work flows.

Watch The Video



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.

Learn More


Go To
Market Faster

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.


Create a

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.

See More About The PlanSource Partner Program

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 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 access their benefits, share their ID cards, store important health care contacts and receive push notifications.

Robust For the Administrator


Maintain Control

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.


Stay Compliant

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.


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.

Avenue H uses PlanSource to power one of the nation’s most successful state SHOP exchanges



“Marketlink, our exchange powered by PlanSource, helps us add value to our clients by providing, transparent, flexible and user-friendly tools.”

Sally Prather
Employee Benefits Practice Leader
Marsh & McLennan Agency

See PlanSource in Action

Sign-Up For a Demo

See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

See It 

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.

Watch It

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.

Read It