Resources
Just what you were looking for
Free Educational Video Library
Browse 30+ free videos that break down complex benefits terms and concepts into short, easy-to-understand clips you can download and embed directly into the PlanSource platform.
Upcoming Webinar
Considerations for Selecting a Benefits Tech Provider
Tuesday, May 18 | 1 ET/10 PT – What questions should you ask benefits technology providers? Learn how to uncover key considerations about a vendor’s history, implementation & customer service before making any buying decisions.
2021 Benefits Benchmark Report
Discover key benefits insights, trends and stats uncovered by analyzing enrollment data from 30M+ elections.
Demo Video: ACA Reporting
Take a tour of ACA Reporting tools in PlanSource to see how easy managing federal and state ACA compliance can be.
Topics
Dependent Verification Savings Calculator
HR Experience – Benefits Reporting Software Demo
HR Experience Demo (Mobile Version)
New Guardian Plan Configuration Integration
PlanSource Portfolio: Software, Services & Customer Experience
Two Trends in the Brokerage Space | The Source: Ryan Hawley
PlanSource Fact Sheet
Why PlanSource? Overview
PlanSource DependentIQ
HR Experience – ACA Reporting Demo
Open Enrollment Communication Templates
