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 campaign ideas to run throughout the year. Additionally, we have created a postcard template for you to customize and mail to employees for open enrollment as well as a poster to hang around offices. Download the templates below to get started!
Streamlining Multi-Carrier Benefits Billing with PlanSource
Streamlining Multi-Carrier Benefits Billing with PlanSource Managing multi-carrier benefits billing can be challenging, especially for HR teams working with multiple providers. By using...
Ana Perez Joins PlanSource as Chief Marketing Officer
Marketing executive brings deep benefits administration expertise to help accelerate strategic growth
Greg Mercer Joins PlanSource as Chief Growth Officer
Benefits and HR tech leader with more than 20 years of experience joins to lead Go-to-Market strategyOrlando, Fla. – Oct 8, 2024 – PlanSource, a leading cloud-based benefits engagement platform, welcomes Greg Mercer as Chief Growth Officer. In this role, Greg will...