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PlanSource Portfolio: Software, Services & Customer Experience

PlanSource helps centralize and simplify every aspect of your benefits program, so employees and HR teams can make smarter, more confident benefits decisions. We believe the easier benefits are to understand, use and manage, the more value people get out of them. So we’re on a mission to create the best benefits experience possible to do just that.

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Self-Billing with PlanSource Boost

Self-Billing with PlanSource Boost

Resource Download:Simplified Self-Billing with PlanSource BoostThe insurance billing process is an extremely time-consuming task, with organizations spending up to one week a month working through premium discrepancies with carriers. With PlanSource Boost, our team...

Why PlanSource? Overview

Why PlanSource? Overview

Resource Download:Why PlanSource? OverviewBetter Technology for a Better Benefits Experience. PlanSource provides a cloud-based solution for benefits technology that is affordable, intuitive and highly configurable to support any benefits strategy. You Might Also Like

PlanSource Fact Sheet

PlanSource Fact Sheet

Resource Download:PlanSource Fact Sheet PlanSource automates and streamlines every aspect of employee benefits programs, so HR teams can spend less time on ben admin tasks and more time where it really matters. Our powerful platform configurability, strong industry...

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
Dependent Verification Savings Calculator

Dependent Verification Savings Calculator

Dependent Verification Calculator

Dependent Verification Calculator

HR Experience – Benefits Reporting Software Demo

HR Experience – Benefits Reporting Software Demo

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Prepare Benefits Selects PlanSource

Prepare Benefits Selects PlanSource