Demo Videos
Take a virtual tour!
These videos will show you how we can help you and how we do it for you
New
Benefits Reporting
Get an overview of the many
standard and customizable reports
available in the PlanSource system
New
Customizable Experience
You can customize your PlanSource solution in numerous ways by including unique branding, messaging, content and more
New
Life Events
In between open enrollment periods, life happens! PlanSource makes it easy to update and administer benefits after a life event.
New
New Hire Experience
See how PlanSource helps new employees get off to a good start with a simple and intuitive benefits enrollment process.
New
Open Enrollment Experience
Open Enrollment is the Super Bowl of Benefits! See how PlanSource guides employees through the shopping and enrollment process.
Benefits Billing
and Reconciliation
Managing benefits billing and invoicing can be difficult and cumbersome; watch this video to see how to get it right
Communication
Tools
PlanSource can help communicate vital information about benefits to employees and other stakeholders
Defined
Contribution
See how PlanSource makes it easy for you to set up and administer a defined contribution benefits model
The PlanSource
Mobile App
See how our Mobile App gives employees access to all their benefits information in the palm of their hand
Live Demos from Eclipse 2018: Self-Service Renewal and New HR Experience
Renewal Self-Service Demo
Our self-service renewal tool simplifies the annual renewal process and gives HR teams much more control over how they set up, configure and implement their employee benefits plans. Launching to select customers in Q4 2018, this new tool builds on years of research and uses smart defaults, artificial intelligence and data-driven metrics from the PlanSource system to drastically simplify the annual renewal process.
New HR Experience
At Eclipse 2018, we unveiled our new HR experience, which is being completely redesigned to streamline common tasks, consolidate information and create a modern workflow. The new experience will be rolled out in phases starting in December 2018 and running through 2019, giving users the opportunity to gradually become accustomed to the new design and provide feedback.
Coming in 2019: PlanSource Analytics!
PlanSource Analytics provides real-time dashboards and analytical tools built using data captured in the PlanSource system. By displaying trends in benefit participation, average costs and enrollment statistics, HR teams can use these insights to optimize business decisions and benchmark themselves against their peers.
This is What We Do – In Case You Forgot
Benefits Administration Insurance Exchanges Human Capital Management
Want to Talk More?
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
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.
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.