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Explain Complex Topics with Free Educational Videos

Benefits can be confusing, and employees often need a refresher course on benefits and insurance terminology. Our educational videos break down complex benefits terms and concepts into bite-sized, easy-to-understand chunks that you can embed directly into the PlanSource system.

Visit the Video Library

How Much Could You Save with a Dependent Verification Audit?

Ineligible dependents cost companies millions of dollars every year. What does that mean to you? $10,000? $100,000? More? Run a few scenarios on our Dependent Eligibility Savings Calculator and see how high your potential savings could be!!

Show me the savings!
PlanSource Dependent Eligibility Audit Projected Savings Calculator

Free Webinars Guide the Way to Benefits and HR Success

View our internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night. We tackle the topics that are top of mind in the benefits and HR industry and present them in easy-to-understand, informative presentations.

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Trends in Benefits and HCM Technology

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Benefits and HR Best Practices

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Industry Thought Leadership

Calling all benefits buffs!

Stay up to date on the latest and greatest benefits administration best practices and industry trends with our free guides.

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Event Videos
Ready to Get Inspired?

Relive the magic of PlanSource events, or experience them for the first time with videos from keynotes, panel discussions, special segments and more. You will have a front-row seat to one-of-a-kind events and hear presentations from experts and pioneers in the benefits and HR universe.

Never Quit: A Life Built on Successful Missions
with Rob O'Neill

How Work Can Change
with Glenn Elliott

Real-World HR: Stories from HR and Benefits Experts

Open Enrollment Communications Kit

Run OE communications like a full-scale marketing campaign!

Communicating about open enrollment is essential to keeping employees informed about their benefits choices and driving participation. We’ve put together a site with a range of free resources, templates and best practices you can use to build a full-scale communications campaign that educates and engages your employees!

You'll get access to practical tools and templates and gain insight into strategic plans for OE, including diversifying communications channels, using a theme, and appealing to different learning styles.

Get the OE Kit  Watch the Webinar

Watch a Demo

Ready to take a look under the hood and see PlanSource in action? We’ve put together a bunch of videos that take you through common scenarios in the Plansource solution, including the employee experience for Open Enrollment, life events and new hires. You can also sign up for an in-depth, live demonstration of our benefits administration platform.

Success Stories

We are privileged to work with some amazing individuals from the best organizations in the benefits and HR industry. Hear from some of our broker, employer and carrier partners who are truly making a difference and helping to build a better benefits and HR experience. 

Collateral Central

Get all the PlanSource marketing collateral you need, conveniently gathered in one spot. We’ve created a central hub for informational materials about PlanSource and all our products, services and partnerships.