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Free Educational Video Library

Browse 30+ free videos that break down complex benefits terms and concepts into short, easy-to-understand clips you can download and embed directly into the PlanSource platform.

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2021 Benefits Benchmark Report

Discover key benefits insights, trends and stats uncovered by analyzing enrollment data from 30M+ elections.

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Demo Video: ACA Reporting

Take a tour of ACA Reporting tools in PlanSource to see how easy managing federal and state ACA compliance can be.

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PlanSource DecisionIQ

PlanSource DecisionIQ

PlanSource Boost Partnership Program Overview

PlanSource Boost Partnership Program Overview

How PlanSource Partners with Brokers

How PlanSource Partners with Brokers

Considerations for Selecting a Benefits Tech Provider

Considerations for Selecting a Benefits Tech Provider

PlanSource Sales Guide

PlanSource Sales Guide

Top 10 Questions about the American Rescue Plan Act (ARPA)

Top 10 Questions about the American Rescue Plan Act (ARPA)

PlanSource Mobile App Marketing Kit

PlanSource Mobile App Marketing Kit

PlanSource Premium Benefits Outsourcing

PlanSource Premium Benefits Outsourcing

Benefits Technology Sales Hacks for Brokers and Carriers

Benefits Technology Sales Hacks for Brokers and Carriers

HR Experience – ACA Measurement Demo

HR Experience – ACA Measurement Demo

PlanSource Employee Contact Center

PlanSource Employee Contact Center

2021 Benefits Benchmark Report

2021 Benefits Benchmark Report

Recent Resources
HR Experience Demo (Mobile Version)

HR Experience Demo (Mobile Version)

New Guardian Plan Configuration Integration

New Guardian Plan Configuration Integration

PlanSource Portfolio: Software, Services & Customer Experience

PlanSource Portfolio: Software, Services & Customer Experience

Latest News
PlanSource Launches Spring Product Release

PlanSource Launches Spring Product Release