Sun Life partners with PlanSource to deliver a superior benefits experience with enhanced digital capabilities

Expanded partnership combines high-touch benefits services with best-in-class benefits technology

Orlando, Fla. – June 6, 2018 – PlanSource announced today that it has been selected as a technology provider of choice by Explain My Benefits, a leading benefits enrollment and communications provider. Together, they provide a seamless solution for insurance brokers, health insurance professionals, and HR managers to streamline the HR and benefits decision-making, enrollment and renewal process.

“Our goal is to make the benefits enrollment process as easy as possible, and to accomplish this, it is essential to have the right technology,” said David Howes, President of Explain My Benefits. “Out of all the technology providers we considered partnering with, only PlanSource was able to offer our clients a complete HR and benefits technology solution that complements our unique service model.”

Explain My Benefits develops tailored strategies to support employers’ comprehensive benefits programs. Their services include implementation and ongoing HR training and service of the PlanSource benefit administration system, benefits education and communication, enrollment strategies, worksite voluntary benefits selection, and ACA support and compliance. The company’s mission is to make open enrollment a time for educated decision-making for employees and their families, while providing expanded benefit portfolios and enrollment solutions to employers through a combination of technology and services.

Under the expanded partnership, Explain My Benefits offers PlanSource’s advanced benefits administration technology to their clients nationwide. Employers of all sizes use PlanSource’s flexible and intuitive cloud-based platform for employee benefits shopping, enrollment, billing, compliance and administration. Employees are offered step-by-step guidance and personalized plan recommendations during the shopping and enrollment process, which provides unique opportunities for customization and consumer education.

“Technology provides employees and HR teams alike with unprecedented visibility into the complex process of shopping for, enrolling in and managing valuable benefits,” said Dayne Williams, CEO of PlanSource. “Our partnership with Explain My Benefits gives employers a unique opportunity to simplify the enrollment process and provide invaluable benefits education when employees need it the most.”

Follow PlanSource
Press Contact

Cat Miller
Vice President of Marketing & Communications

About PlanSource

PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. Nearly 3.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration and human capital management. By combining industry-leading software and a full suite of professional services, PlanSource provides companies of all sizes with a complete solution for benefits shopping, enrollment, billing, compliance and administration. Learn more at

PlanSource is a registered trademark of PlanSource Benefits Administration, Inc., and PlanSource owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners.

About Explain My Benefits

Based in Oviedo, Florida, Explain My Benefits is a full-service benefits administration, communication and enrollment company. Understanding the importance of employees making educated decisions related to their healthcare and financial security, the mission of Explain My Benefits is to educate employees on benefits offered while eliminating the confusion often experienced by employees when enrolling. Explain My Benefits uses market-leading technology and provides expanded benefit portfolios by offering worksite benefits for employees. They achieve increased employee engagement and satisfaction, while reducing the overall workload on their broker partners and clients’ HR departments. Learn more at


Media Contacts:

Cat Miller
Director of Communications, PlanSource

You might also like
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.
Recent Resources
5 Surprising Stats That Support Total Compensation Statements
5 Surprising Stats That Support Total Compensation Statements
Why Your Payroll System Can’t Ensure ACA Compliance
Why Your Payroll System Can’t Ensure ACA Compliance
How to Engage Employees and Reduce Turnover with Total Compensation
How to Engage Employees and Reduce Turnover with Total Compensation
Latest News
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release