Resources
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We have you covered with the right resources

Case Studies

Read stories from some of the customers we’ve been lucky to work with

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Testimonials

Don’t take our word for it! Hear from our customers, partners and employees

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Videos

Get out the popcorn and Milk Duds, and watch some Oscar-worthy videos

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Webinars

View our famous webinars on issues affecting the health care industry

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Releases

See what’s coming down the Plansource Pike in our major releases

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This is What We Do – In Case You Forgot

Benefits Administration      Insurance Exchanges      Human Capital Management

Some Slick-Looking Print Resources

PlanSource
Fact Sheet

Get the facts: nearly 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.

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The Open Enrollment
of Your Dreams

Dreaming of a stress-free open enrollment?
Here are a few tips to stay calm and make your open enrollment easy,
engaging and (dare we say it?) fun!

Communicate Like a Marketer for the Open Enrollment of Your Dreams

Worried your OE messages aren’t getting through?
Channel Don Draper and treat your OE communications like a full-scale communications campaign!

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PlanSource
Broker Infographic

We love working with insurance brokers and we love helping them win. Check out how we do it and how we reward the brokers that generate the most business.

Run OE communications like a full-scale marketing campaign!

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

Get OE Kit!

See PlanSource in Action

Sign-Up For a Demo

Video Library

Not sure what the difference is between an HMO and a PPO? Wondering what accident insurance covers? Get the answers to these and many other benefits conundrums in these bite-sized videos.

Visit Library

What is
Coinsurance?

Coinsurance is the percentage of medical expenses shared by you and your insurance company after you have reached your deductible.

When can I
make changes?

There are only certain times when you can enroll in benefits or make changes – when you’re first hired, during open enrollment, or after a qualifying life event.

What is Critical
Illness Insurance?

Critical Illness Insurance pays you a lump sum benefit in the event that you or your spouse are diagnosed with an illness like cancer, stroke or heart attack.

PlanSource partners with leading insurance carriers 

Aetna

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Contact Sales in Your Area

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More good stuff

Product Investments

We’ve been busy making our solutions the best they can be. See what’s coming down the PlanSource product pike.

Live Webinars

Get an in-depth look at issues that affect how you do business, including the ACA and the advent of private exchanges.

Inspiring Events

Learn more about PlanSource Eclipse; the annual HR + Benefits tech conference, bringing together product wizards and industry experts.

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