Product Releases

We’re Focused On Building The Best

We’re constantly investing in improving our products and services to ensure you have the best benefits experience possible. Innovations in technology can come from far and wide, and we base our product enhancements on feedback we’ve received from our customers and partners, advances in technology and the direction we see benefits administration going. We’re committed to helping you work more efficiently and solving problems before they are problems.

We design and launch major software releases four times a year, plus make smaller updates as needed to meet regulatory deadlines and provide timely enhancements to our customers. Communication is important and we always keep our customers and partners in the loop about what is coming down the PlanSource product pike through in-product updates, emails and release webinars.

The PlanSource Release Calendar

Upcoming Releases



Coming September 10, 2020

See Features


Coming December 10, 2020

Past Releases



June 11, 2020

See Features


March 12, 2020

See Features


December 12, 2019

See Features


September 12, 2019

See Features


June 13, 2019

See Features


March 14, 2019

See Features

Developer Portal

We’ve launched a Developer Portal containing technical documentation regarding PlanSource APIs and integrations. Our goal is to make this portal the go-to tech spot for building new integrations and connecting to existing ones.

Documentation is a critical component to integrations, so we are putting it all out there for third parties to easily review what our APIs are capable of and connect to us in a snap!

Explore Developer Portal



See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

See It

Watch the Newest Webinars

View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.

Watch It

Read Our Latest Press

Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.

Read It