We’re Investing in Our Relationship
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.
Expanded Business Rules and Reports
Improved Email Validation
Keeping emails valid just got easier by enforcing a preferred structure and providing meaningful guidance to the user at the time of entry, which ultimately helps usability and accuracy.
PlanSource can handle multiple, stacked rates – whether they are for employee or their dependents, have existing stacked or perpetual benefits, support rider options, or complicated interaction rules.
Dependent Match Option
When insurance products can be bound to one another, they may require the same dependents to be covered in each benefit – which PlanSource can now accommodate and force enrollment.
PlanSource has the ability to calculate age based on the benefit change effective date – which helps ensure that employees are enrolling in valid products and that appropriate pricing is applied.
IP Address Audit Tracking
Employees will have the ability to view the IP address for the last login, which is a best practice in software-as-a-service technology solutions that helps ensure data security.
New Open Enrollment Report
Administrators can report on where employees are in the enrollment process even if it is not open enrollment (which is really useful for providing evidence that coverage was offered for the ACA).
Partnerships and Data Exchange
Evidence of insurability (EOI) will be processed online for Guardian, including conditional questions for Voluntary Life, Critical Illness and Cancer products, which will reduce manual work.
Data Exchange Dashboard
By linking the EDI dashboard to our internal Salesforce instance, we’re able to provide broker partners and employers real-time status on the development of data exchange.
Improve Import Error Monitoring
Data exchanges will be supported by improved monitoring that will generate notifications when an import is not received or not loaded correctly, thereby avoiding sustained impacts to productivity
Now in general release, a new in-system reporting dashboard gives real-time visibility into implementation milestones to partners and customers, providing transparency into the process.
Improved Renewal Dashboard
The renewal process is easier! Elite CoSource Brokers are able to select the date on which the new plan year files will be submitted (which allows for some much-needed planning during the busy time).
GuideMe On-Demand Training
Provides on-demand, self-service training for administrative users that guides them through the workflow – step-by-step – within the user’s environment and setup saving valuable time.
System Training Videos
New training videos for administrative users will provide self-service assistance and will be available within the GuideMe toolset right in the system so they are easy to access when needed.
New Login Page
Since our job is to make you look good, we’ve given the login page a slight face-lift. When you log into the system, whether you’re a broker, HR administrator or employee, we hope you enjoy it.
Benefit Education Videos
Use new videos to provide just-in-time education to consumers on topics such as open enrollment, dental insurance, everything you need to know about your 401k, and what exactly a 1095-C is.
HR and benefits teams can choose from a selection of videos, icons and images that can be used to customize the employee shopping and enrollment experience so that it looks like your brand.
Take a look at
our ACA tool and how it works
See how to use our ACA solution to generate and submit Forms 1094-C and 1095-C to the IRS in accordance with the Employer Mandate.
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 full-time and benefits-eligible according to the ACA.