Explore the Platform

Resource Download:

Evaluation Questions Checklist Part II

Provider characteristics

Our two-part Complete Buyer’s Guide for Benefits Software broke down what key software features you should look for as well as what provider characteristics can make or break your partnership. However, knowing what you’re looking for is one thing, knowing how to identity these characteristics is another. Our Evaluation Questions Checklist reviews part two of our Complete Buyer’s Guide and walks you through what questions you should be asking to make sure potential vendors meet your criteria.

In Case You Missed It

Complete Buyer’s
Guide for Benefits
Software Part I

Complete Buyer’s
Guide for Benefits
Software Part II

Evaluation
Questions
Checklist Part I

Webinar:
Critical Considerations for
a Ben Tech Provider

You Might Also Like
Essential Benefits for Modern Employers

Essential Benefits for Modern Employers

Embark on a journey through workforce trends! Join our webinar to uncover top trends, explore rising categories and gain partner insights from industry leaders ARAG Legal, Carrot Fertility, Norton LifeLock, and Wagmo. Secure your spot to gain a deeper understanding of the evolving benefits landscape.

Wednesday, March 27 | 1 p.m. ET/10 a.m. PT 

HR Perspective: Top Tech to Invest in This Year

HR Perspective: Top Tech to Invest in This Year

As you review your year-end reporting and start thinking towards 2024 Open Enrollment, there’s no time like the present to invest in new, cutting-edge technology. Join us as our own HR leader, Jana Bowman, walks us through her 2023 OE results, new technology she used and what advice she has for other industry leaders.

ACA Survival Training: Reporting, Compliance and More

ACA Survival Training: Reporting, Compliance and More

It’s that time of year again! ACA deadlines are right around the corner and we’re hosting our annual training webinar to help you get prepared. Whether you’re new to PlanSource or have been using our ACA services for years, you don’t want to miss this opportunity to kickstart the ACA season.

September 27, 1 p.m. ET/10 a.m. PT
September 28, 1 p.m. ET/10 a.m. PT