December 15, 2016

Giving You Plenty of Benefits Without the Doubt

 See the Features

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.


SFTP Capability

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

Employee Communications

captions-01Captions on Video Library

English captions, which can be turned on or off,  will be available on all free and downloadable PlanSource Benefit Education Videos.

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Customized Printed Materials

New customizable templates for open enrollment will help you get the word out to employees and boost engagement in OE.

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Communication Templates

Pre-written and already awesome email and text templates cover everything from benefits education to login instructions.

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Text Messaging Service

Send texts to your employees during open enrollment
and throughout the year – reminders, updates, or benefit tips.

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In-System Messaging Templates

Download suggested messaging in English and Spanish  for each page within the benefits shopping and enrollment process.

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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.

Browse Webinars

See The

Join a short 1-hour demo to learn how our benefit administration technology can help you stay compliant and serve your customers.

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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.

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