Mobile is a Must
Not everyone has access to a laptop or desktop computer. And not everyone can enroll in benefits while at work. That’s why our software is mobile-responsive and is also available in a convenient mobile app, which means that employees can enroll in benefits on any device, whether it is on a laptop, tablet or phone.
Untethered and free to roam, employees can shop for and manage their benefits using a tablet on their sofa or a mobile phone on the train just as easily as they can using a laptop at their desk.
Making the Case for Mobile-Friendly Benefits
Offering a mobile-friendly enrollment option provides a more convenient, on-demand experience and expands employee access to educational materials and enrollment opportunities. And for employees who don’t have access to a laptop or desktop computer, it’s essential.
Make it Easy to
Involve Family Members
Mobile-friendly enrollment makes it easy to take benefits home and involve family members in the decision process by reviewing options and educational materials together.
Instead of rushing through enrollment at work, employees can spend time after hours viewing documents, videos and other materials on their phones to make more informed decisions.
Provide Convenient and
Offering a mobile-friendly benefits platform and mobile app expands access to enrollment and provides a modern and inclusive benefits experience that employees expect.
“We introduced the PlanSource mobile-friendly benefits experience in our manufacturing plants using mobile kiosks where employees could easily upload required documents, like birth or marriage certificates. In addition, many of our employees don’t have computers at home and appreciated the ability to enroll via their mobile devices.”
Regional HR Business Partner
“PlanSource is the first technology partner we’ve had that allows employees to upload required documents for qualifying life events from their mobile devices. Employees don’t have those documents on their computers, so it just makes sense that they are able to snap a quick photo of their documents with their cell phones.”
Director of Benefits Administration and Technology
Relph Benefit Advisors
Give Employees the Convenience They Crave
Whether employees simply want to review their benefits and materials on their own schedule or they want to complete the entire enrollment process from start to finish—give employees and their families the flexibility and convenience they crave with a mobile-friendly platform.
Here are a few activities employees can easily complete via desktop or seamlessly via mobile.
Shop for and enroll
in employee benefits
Interact with decision
Engage with educational
An Efficient Experience For HR Teams On-The-Go
Of course, a mobile-friendly employee experience is critical, but PlanSource offers a mobile-friendly experience for HR professionals, too! Whether reviewing dashboards while waiting in line for coffee or working on pending tasks during a commute, here are a few of the handy HR features that are readily available via mobile.
View and Manage
Check the Status
of Open Enrollment
Check the Status
of New Hires
View and Approve
View and Manage
The PlanSource Mobile App for Employees
Even if a website is mobile-friendly, it can be easy for employees to forget about using it or misplace their login info. But with a mobile app, they can simply tap an icon and use their fingerprint, face ID or PIN to log in. Even better, seeing the app on their home screen helps keep benefits top of mind all year round.
The PlanSource Mobile App incorporates all the powerful functionality of PlanSource, and it empowers employees to make the most of their benefits. The app offers all of the same features and functionality of the desktop platform in a quick and convenient native app. Here’s a quick preview:
- Log in effortlessly with a fingerprint, face ID or PIN
- Begin enrollment on mobile and finish later on desktop, or vice versa
- Compare plan options and costs and get personalized recommendations
- Provide required documents by snapping a photo and uploading right from any device
- Securely store insurance cards and send them to providers and dependents
- Access detailed plan documents to understand what’s covered by the plan
- Keep benefits-related contacts and links in one place, separate from personal contacts
- Chat with benefits experts to get real-time answers (for Employee Contact Center customers)
Free App Marketing Resources for Customers
Download our Customer Mobile App Marketing Kit below for everything you need to get the word out to employees about the PlanSource app and how to use it! Add the demo video link into your next SMS text push or attach the flyer to upcoming OE emails. We've also included customizable message templates, so driving adoption and better OE engagement is as easy as 1-2-done!
Ready to Embrace Mobile?
Give employees the convenience they crave with a mobile-friendly benefits experience. Contact us below for a personalized demo of the PlanSource mobile-friendly employee and HR experience.