Collateral Central
One source for PlanSource marketing materials for products, services and partnerships

Introductory Materials

Get to know PlanSource and how we work


About PlanSource Video

About PlanSource

Benefits of Going Paperless for Benefits

PlanSource Services

Technology-enabled services for your benefits

Premium Benefits Outsourcing

Employee Contact Center

Billing Reconciliation and Payment

COBRA Administration

HSA/FSA/HRA Administration

Dependent Verification

Custom Employee Benefit Communications

Helping HR Teams Communicate like Marketers

Employee Communications Summary

Total Compensation Statements—Printed

Total Compensation Statements—Online

Custom Login Pages

Benefit Guides

Custom Videos

PlanSource Boost

A groundbreaking program that provides organizations with industry-leading benefits technology and carrier integrations that modernize the benefits experience for employees and HR teams.

HCM Technology Partners

Because it’s important to have an integrated solution for HR and Benefits


Oracle NetSuite - Featured

Ultimate Software - Featured

Quick Connect Partners

Innovative new products implemented quick!

ALEX interactive benefits advisor by Jellyvision

PlanSource Quick Connect Partner | CancerGuardian

ID Theft Protection from ID Watchdog

Online Total Compensation Statements by Brainpower Software

Personal Loans by TrueConnect

Student Loan Assistance by