Benefits Administration
For employers who want
their plans, their way

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Ben Admin Is at Our Core

PlanSource offers a complete human capital management system with benefits administration at its core. 

Our multi-carrier benefits administration platform can be customized by employers to support comprehensive programs, including both defined contribution and defined benefit models. Employers, brokers and carriers alike use the PlanSource platform to automate processes, engage employees, maintain control of business processes, ensure compliance and keep an accurate record of benefits partners and transactions.

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With You Every Step of the Way

 With a clean, intuitive employee experience, robust tools for administrators and connections with hundreds of carriers and technology leaders, we’ve got benefits covered from start to finish. PlanSource is dedicated to giving you the best experience possible for benefits shopping, enrollment, billing, compliance and ongoing administration.

A Benefits-Driven Solution



Stop using paper forms and empty your filing cabinets by managing benefits online with sophisticated yet intuitive cloud-based benefits technology.



Set up your company’s workforce configuration and benefits to ensure that business rules are enforced during open enrollment and throughout the year.




Provide employees with an easy-to-use, educational experience for benefits shopping and enrollment, with tools that help them make the right decision.



Generate consolidated self-bills and reconcile and adjust carrier bills based on carrier-specific rules for bill creation and mid-month changes.

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With COBRA and ACA rules that need to be followed, we’ve got what you need to stay compliant, whatever acronym is thrown your way.

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Dashboards, reports and built-in workflows allow HR teams to maintain control of the process, add/edit/cancel benefits, and stay on top of changes and exceptions.


In Touch

Create and deliver custom communications for specific employees or demographic groups, based on life events such as a change in status or eligibility.

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Stay connected and in sync with third-party systems, including insurance carriers, HCM, payroll and TPAs as employee information is added or changed.

Personalized Reporting Dashboard Just For You

PlanSource offers a full suite of configurable reports – from employee and dependent census reports to enrollment roster and change reports – that help HR professionals oversee their benefits programs.

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“You can’t make good decisions without good data.”

Susan Sterling, HR, Tecta America

The PlanSource Advantage Program

By investing in deeply integrated relationships with several of the nation’s leading insurance carriers through the PlanSource Advantage Program, we’re making it easy for you to offer the benefit products that are right for your workforce.
Insurance carriers in the PlanSource Advantage Program distribute their products on our platform and provide credits that offset the cost of using PlanSource. In other words,  they actually pay our customers to use the system, making it even more affordable for HR teams to automate benefits administration and provide a better benefits experience for their employees.

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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.

A Friendly Mobile Experience

The PlanSource system uses responsive design, which means that employees can enroll in benefits on any device, whether it is on a laptop, tablet or phone. And unlike a mobile app (we have one of those too!) that consumers have to download, the site will simply adapt and look great on any size screen.

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Robust For the Administrator


Maintain Control

Benefits are a significant spend. We can help you manage it through eligibility, cost calculations and carrier billing and reconciliation, regardless of whether a defined benefit or defined contribution approach is selected.


Staying Compliant

With government oversight and regulations increasing, 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.

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Run OE communications like a full-scale marketing campaign!

Get free templates for emails, text messages, posters, and more.

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Mobile is a Must


The PlanSource system uses responsive design, which means that employees can enroll in benefits on any device, and our Mobile app gives them quick access to insurance cards and plans.

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Video Library

Benefits and insurance can be bewildering, and as a result employees can be misinformed and buy products that aren’t right for them. That’s why PlanSource includes free educational videos that explain important concepts.

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Decision Support


Employees can get as much or as little help as they need throughout the benefits shopping and enrollment experience through targeted educational content and personalized recommendations for all types of benefits.

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See the Latest Release

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

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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.

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Read Our Latest Press

Extra! Extra! Read all about it! Get the latest news from PlanSource and stay up to date on what’s going on in the media.

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