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.
Dependent Verification Savings Calculator
How much could you save with automated dependent verification from PlanSource? Use our interactive Dependent Verification Savings Calculator to estimate your total savings and ROI.
Open Enrollment Communication Templates
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...
PlanSource OE Instructions Template for Employees
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,...
