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

Annual List of Top Solution Providers Just Announced

Orlando, FL – March 10, 2015 – CIO Review has selected PlanSource for its annual list of “The 20 Most Promising Insurance Technology Solution Providers.” PlanSource was recognized for its capabilities in providing cloud-based software that revolutionizes the way healthcare and employee benefits are bought, sold and managed for the insurance sector. The nomination also focused on the company’s passion for innovation and an unwavering commitment to its customers and partners. PlanSource provides the leading health exchange and benefits engagement platform in the cloud.

The annual list of companies is selected by a panel of experts and members of CIO Review’s editorial board to recognize and promote technology entrepreneurship. “PlanSource has been on our radar for some time for stirring a revolution in the insurance technology space, and we are happy to showcase them this year due to their continuing excellence in delivering top-notch technology-driven solutions,” said Harvi Sachar, publisher and founder, CIO Review. “PlanSource continued to break new ground in the past year, including the launch of the Connect API which allows insurance carriers and other strategic partners to create their own consumer-facing experience, while leveraging all of the benefits administration and data exchange capabilities of the PlanSource Platform.”

The PlanSource Platform is a robust, flexible and extensible technology that balances an excellent all-around consumer experience with a sophisticated back-end that provides the breadth and depth needed for efficient ongoing benefits management by insurance carriers, brokers and employers of all sizes. In addition, through strong partnerships with health plans, ancillary and worksite carriers, PlanSource blends products and technology to drive new sales, higher product penetration and customer retention for its insurance carrier partners.

PlanSource continuously innovates and adds new products and functionality to the PlanSource Platform™. Already in 2015, new innovations include:

  • Employee Mobile App – The PlanSource Mobile App™, available for free download through the Apple® App Store®, allows employees of organizations who use the PlanSource Platform quick and easy access to all of their benefits in one location via any iOS mobile device.
  • ACA Compliance – PlanSource provides a solution for Applicable Large Employers (ALEs) to determine which employees qualify for coverage and complete the reporting required by Sections 6055 and 6056 for both employers and employees.

“Our focus is to listen to and lead the benefits administration and health exchange markets with innovative technologies that create an engaging experience for consumers and employers,” said Dayne Williams, chief executive officer of PlanSource. “I am truly honored that our commitment to our customers and partners resulted in PlanSource being named one of CIO Review’s Top 20 Most Promising Insurance Tech Solution Providers. With investments that address well-known market problems such as ACA compliance and consumer demand for mobile-friendly access, PlanSource is well-positioned for continued future success.”

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Press Contact

Cat Miller
Vice President of Marketing & Communications

About PlanSource

PlanSource provides the industry’s most flexible and extensible health exchange and benefits engagement platform in the cloud. More than 7,500 employers and 3 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration. PlanSource partners with leading insurance carriers, brokers and government entities to provide both exchange and non-exchange solutions to companies of all sizes. PlanSource – One Source. Many Benefits. Learn more at

About CIO Review

CIO Review constantly endeavors to identify “The Best” in a variety of areas important to tech business. Through nominations and consultations with industry leaders, our editors choose the best in different domains. Insurance Technology Solution Providers is an annual listing of 20 Most Promising Insurance Technology Solution Providers in the U.S.


Media Contacts:

Sara Black

Cat Miller
Director of Communications, PlanSource

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