December 15, 2016
Giving You Plenty of Benefits Without the Doubt
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.
Reporting and Analytics
HSA Contribution End Dates
The HSA Contribution End Date will be added to the standard, out-of-the-box Benefit Roster.
Run or schedule a report to be delivered to an SFTP site, where it may be picked up by the site’s auto-sweeper.
Compliance with the Affordable Care Act
Offer Generation Enhancements*
Improve the process by which offers of benefits coverage are created and stored.
1095-C Report Changes
A new report will show what changes occurred to Form 1095-C between two different dates.
IRS Corrections Processes
Ability to close out an IRS requested correction when due diligence is complete.
Partnerships and Data Exchange
MetLife Integrated Statement of Health*
Evidence of insurability (EOI) will be processed online for MetLife,
including conditional questions for their offered products.
*This feature is in testing and
will be available on March 9, 2017
Captions on Video Library
English captions, which can be turned on or off, will be available on all free and downloadable PlanSource Benefit Education Videos.
Customized Printed Materials
New customizable templates for open enrollment will help you get the word out to employees and boost engagement in OE.
Pre-written and already awesome email and text templates cover everything from benefits education to login instructions.
Text Messaging Service
Send texts to your employees during open enrollment
and throughout the year – reminders, updates, or benefit tips.
In-System Messaging Templates
Download suggested messaging in English and Spanish for each page within the benefits shopping and enrollment process.
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.
Join a short 1-hour demo to learn how our benefit administration technology can help you stay compliant and serve your customers.
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.