Success Stories
Victories, wins and triumphs in the quest for a better benefits experience

Featured Stories

From some of our partners who are truly making a difference

Number of rows: 4

“I’ve seen our open enrollment numbers pick up incredibly. I think we had half of our employees done within 2 days last year.”

Andrea Evanter
VP of Human Resources
The CORE Group

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“The support from PlanSource is what differentiates you from a classic vendor to really a true partner.”

Scott Colford
Vice President
Cross

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“When we look at what PlanSource brings to the table, it complements and aligns with our broader objectives.”

Louis Gallucci
Partner
Enterprise Risk Strategies

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“I don’t know how we would have managed all our growth without partnering with PlanSource.”

Susan Calvert, PHR
Human Resources Manager
Cellular Sales

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Why You'll Love PlanSource

Let us count the ways...

Deep Benefits Expertise
We know benefits inside and out, providing a complete solution for benefits shopping, enrollment, billing and compliance,

Complementary
Benefit Services
Technology-enabled benefit services complement our software and strengthen your foundation for success

Partnerships for Success
Strong partnerships with leading insurance carriers make PlanSource more affordable and ease implementation times.

High-touch service and support
With low turnover and high employee engagement, PlanSource gives you the support you need, when you need it.

The Super Success Story Sorter

Pick your category, choose a role and enjoy!

Role
Category
testimonial
HR
Andrea Evanter
The CORE Group
testimonial
HR
ARCHER Systems, LLC
testimonial
HR
Alfmeier Friedrichs & Rath
testimonial
Partner
Ginny Drinker
Ultimate Software
testimonial
Broker
Mark J. Rieder
NFP
testimonial
Partner
Kevin McFadden
Aflac
testimonial
Partner
Taylor Clausen
Jellyvision
testimonial
HR
Jamie Higdon
Learning Care Group
testimonial
HR
Susan Sterling
Tecta America
testimonial
HR
Santa Fe
Industry: Education
testimonial
Broker
Tom Flynn
Jaeger & Flynn
testimonial
Reseller
Scott Colford
Cross Insurance
testimonial
HR
GRPS
Industry: Education
testimonial
Reseller
Chester Bullard
Stratovize
testimonial
Reseller
Jaime Ferguson
Benefit Technology Resources
testimonial
Partner
Patrick Trinsey
Cigna
testimonial
Broker
Louis Gallucci
Enterprise Risk Strategies
testimonial
Broker
Ian Goodman
Arthur J. Gallagher & Co.
testimonial
HR
Central Network Retail Group
Industry: Retail
testimonial
HR
Michael Torres
Tijuana Flats
testimonial
HR
IDWatchdog
Industry: Technology
testimonial
Broker
Sally Prather
Marsh & McLennan Agency
testimonial
HR
The Select Group
Industry: Technical Services
testimonial
HR
Tammi Miller
Murray Securus
testimonial
Broker
Chris Scott
OneDigital
testimonial
HR
Scott Spray
Central Freight Lines
testimonial
HR
Maria Moises
Mercedes Porsche Audi of Melbourne
testimonial
Reseller
Denise Pyott
Benefit Technology Resources
testimonial
Broker
Christine Peterson
ProInsurance
testimonial
HR
Cellular Sales
Industry: Retail
testimonial
HR
Susan Calvert
Cellular Sales
testimonial
Broker
Sherry Bugnet
The Bailey Group
testimonial
Broker
Mary Long
Rosenfeld Einstein
testimonial
Partner
Avenue H
Industry: Insurance

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