Resources
Just what you were looking for

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!
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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

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.

2016 Rethinking HR: The Future of Work and Human Resources with Ryan Estis

2017 — Happy Hour Hot Potato: A Cocktail of HR Tech Topics Chosen by You!

2017 —Be Bold! Blowing Up the Way You Approach Health Benefits Can Pay Off

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 or Human Capital Management solutions.

Hear from Our Customers and Partners

We are privileged to work with hundreds of leading brokers and thousands of employers of all sizes from across a vast spectrum of industries. Many have been kind enough to let us capture their stories on video and in print. Hear from our customers, partners and employees and read stories from some of the customers we’ve been lucky to work with.