Interactive Resource:

An Introduction to PlanSource Boost
Working together to revolutionize the world of benefits
Through our groundbreaking Boost program, PlanSource has partnered with leading insurance carriers to create the customer experience of the future. Real-time API integrations reduce setup time for HR teams and provide a consumer-friendly shopping experience.
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Resource Download:Open Enrollment Communication TemplatesIncrease employee awareness and engagement for your next OE period with these customizable email and text message templates. Our pre-built templates arm you with an entire pre, during and post-open enrollment...

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Resource Download:PlanSource OE Instructions for EmployeesIt’s pretty easy for employees to get around in the PlanSource system. But just in case your employees need it, we’ve created a short guide that provides instructions on how to navigate the PlanSource system,...

Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
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Secrets to a Successful Benefits Tech Implementation
Secrets to a Successful Benefits Tech Implementation
ARPA & COBRA Resources Hub
ARPA & COBRA Resources Hub
Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release
Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release
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PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ

PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ