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We’re focused on solving your problems and making your life easier.
We’re not perfect – sometimes we have to iterate to solve the problem.
Software is more than just features – it’s about a beautiful user experience.
Whatever gets built, gets built right with availability and security top-of-mind.
PlanSource ACA Updates
Preview IRS Reports
Preview critical IRS reports, including Forms 1094-C and 1095-C throughout the year before they need to be formally submitted to the IRS.
Monthly Measurement Method
In addition to the “look-back method,” the “monthly measurement” method for full-time status determination will be supported.
Support multiple companies within a single organization by tracking employees in aggregate between FEINs for measurement.
Employees will receive an email link to download the Form 1095-C, with the paper form sent to the remaining.
Consumer Experience Updates
PlanSource Video Library
Use the newly designed library of videos to provide just-in-time education to consumers within the shopping and enrollment process.
Basic Consumer Support
Help consumers with navigation, understanding their options and completing life event changes. (Additional fees apply)
Premium Consumer Support
Provide Basic Support plus personalized guidance, plan recommendations and phone-based enrollment. (Additional fees apply)
Dynamic Enrollment Surveys
Add workflow-based questions that change based on the consumer’s response, and can be set up with conditional follow-ups.
New Employee Messaging
Communicate transparently and efficiently with newly hired employees through segmentation, filtering and delivery tools.
Auto-assign plans and coverage levels for bundled benefits during the employee enrollment experience.
Administrative Tools and Support
Advanced HR Support
PlanSource will provide HR staff support for dependent and life event verification, EOI processing, claims assistance and more.
Benefit plans and rates for the new year can be updated automatically based upon information captured online.
View a history of employee notifications including what was sent, to whom and when, which is critical for auditing purposes.
Enrollment Form Generation
Using eligibility rates, beneficiary, demographic and EOI data, an automated enrollment form can be generated for and used by an employer.
Expanded Business Rules and Reports
Allow Administrators to post documents (SPDs, HR policies and procedures, etc.) for employees or specific groups of employees.
Stacked Rates & Coverages*
For voluntary and worksite products, brokers and employers can track previous coverage amounts, age banded rates and frozen rates.
Let benefits that are pending Evidence of Insurability (EOI) automatically expire after a designated time period specified by you.
Allow the coverage amount options for one benefit to be dependent upon the coverage amount selected for another benefit.
New Standard Reports
Use new standard reports for Dependent Eligibility, EOI History, Life Events, Notification History, Recent Activity and Admin Role Changes.
*Available Q4 2015
PlanSource Adds MetLife to its Distribution Platform
MetLife products, from one of the largest providers of life insurance and employee benefits are on the PlanSource Platform.
Join a weekly presentation and demonstration
Join a short 1-hour demo to learn how our benefit administration technology can help you stay compliant and serve your customers.
Navigate the maze and stay compliant with the ACA
Learn about new IRS forms and how to determine which employees are considered full-time and benefits-eligible according to the ACA.