Resources
You’ve come to the right place

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 — The Videos

Who is PlanSource?
Get a brief taste of who we are, what we do and what makes us tick

Benefits Administration
See how our ben admin solution can help you expect the unexpected.

Human Capital Managemen
Check out our complete and fully integrated HCM solution.

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

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Explain it with Video

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.

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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.

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Live Webinars

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

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Inspiring Events

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

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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

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