A Mobile-Friendly Benefits Experience

On your couch, at your desk or on the go

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.

Learn more about the PlanSource Mobile App

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.

View Demo of the Mobile Experience

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.

Expand Educational

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
On-Demand Access 

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.”

Courtney Scardino
Regional HR Business Partner
Strategic Materials

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.

Jennifer Lenhart
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
support tools

Engage with educational

Upload required

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 High-Level
HR Dashboards

View and Manage
Outstanding Tasks

Check the Status
of Open Enrollment

Check the Status
of New Hires

View and Approve
Life Events

View and Manage
Employee Info

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)


The PlanSource Mobile App
is free and available now on iOS and Android devices


Download from Apple App Store

Download from Google Play



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!

Access the flyer

Download app images

Download email and text templates

Play demo video

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.

See the Mobile Experience

Get an in-depth look at the intuitive, mobile-friendly employee benefits experience that looks great on any screen.

Check it Out

Life Events Made Easier

In between open enrollment periods, life happens! PlanSource makes it easy to update and administer benefits after a life event.

See the Demo

Mobile-Friendly Benefits Strategy

Learn strategies for improving employee engagement and education through mobile-friendly benefits.

Watch the Webinar