Benefits Software RFP Template
Make Sure You’re Making the Right Benefits Technology Decision
Download our free Request for Proposal (RFP) template below to help your team or your clients select the right benefits software solution. Our customizable template details all of the core benefits technology requirements, features and questions to consider when evaluating benefits systems. Simply download our RFP Word Doc Template below, fill in your project details, and send it to all prospective vendors for an easy, apples-to-apples comparison of benefits solutions.
2024 Benefits Trends Report
We’ve identified the top 5 trends that are most impactful this year. Learn more as you prepare for Open Enrollment and beyond. Read how rising claims and benefits costs, prioritizing preventative care access, AI, and more are evolving to impact the outlook of benefits in 2024.
The Source Tool-Kit for Customers
Resource Download: The Source Toolkit for Customers The Source Toolkit for Customers Everything you need to build, implement and communicate The Source to your employees. The tool-kit gives you access to configuration instructions, example emails, text messages and...
Guided Product Demo
Interactive Product DemoThe PlanSource product tour is a helpful tool for those who are new to the software. The tour provides an overview of the PlanSource interface and its key features. Gain access by filling out the form below!You Might Also Like