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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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Definitive ACA Compliance Guide for Benefits Leaders

Definitive ACA Compliance Guide for Benefits Leaders

PlanSource + SHRM: Helping Brokers And Consultants Grow

PlanSource + SHRM: Helping Brokers And Consultants Grow

5 Steps To Communicating Benefits Changes Efficiently

5 Steps To Communicating Benefits Changes Efficiently

PlanSource Featured On The Tech Life Podcast

PlanSource Featured On The Tech Life Podcast

The Dos And Don’ts of Social Media For Insurance Brokers

The Dos And Don’ts of Social Media For Insurance Brokers

Celebrating HR Wins – Relive The Magic of ‘Shots of Success’

Celebrating HR Wins – Relive The Magic of ‘Shots of Success’

The Business Case For Benefits Billing & Reconciliation

The Business Case For Benefits Billing & Reconciliation

Eclipse 2018: Conference Recap & Top Takeaways

Eclipse 2018: Conference Recap & Top Takeaways

Transform Open Enrollment: Top Tips for OE Communications

Transform Open Enrollment: Top Tips for OE Communications

Better Benefits Planning | Guest Post: Voya

Better Benefits Planning | Guest Post: Voya

Attracting Talent Without Attracting Litigation

Attracting Talent Without Attracting Litigation

The ACA Conundrum: Changes, Updates and Overlooked Rules

The ACA Conundrum: Changes, Updates and Overlooked Rules

Recent Resources
Mutual of Omaha & PlanSource Boost

Mutual of Omaha & PlanSource Boost

Prudential & PlanSource Boost

Prudential & PlanSource Boost

What’s New In Our Nova Product Release

What’s New In Our Nova Product Release

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