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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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Why PlanSource? Overview

Why PlanSource? Overview

PlanSource DependentIQ

PlanSource DependentIQ

HR Experience – ACA Reporting Demo

HR Experience – ACA Reporting Demo

Open Enrollment Communication Templates

Open Enrollment Communication Templates

PlanSource OE Instructions Template for Employees

PlanSource OE Instructions Template for Employees

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

Recent Resources
DecisionIQ Demo
DecisionIQ Demo
Identity Theft Protection | The Source: Shaun Walti
Identity Theft Protection | The Source: Shaun Walti
Genetic Testing Benefits | The Source: Nick Bellanca
Genetic Testing Benefits | The Source: Nick Bellanca
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PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ

PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ