Demo Videos

Take a virtual tour!

Employee Experience

New The PlanSource
Mobile App

See how our Mobile App gives employees access to all their benefits information in the palm of their hand

New Guardian EOI Integration

See how the Guardian evidence of insurability integration works with PlanSource to create a streamlined process for employees.

PlanSource Mobile Experience

Employees expect to shop for benefits the same way they shop for anything else online.

Open Enrollment Experience

Open Enrollment is the Super Bowl of Benefits! See how PlanSource guides employees through the shopping and enrollment process.

New Hire Experience

See how PlanSource helps new employees get off to a good start with a simple and intuitive benefits enrollment process.

Life Events

In between open enrollment periods, life happens! PlanSource makes it easy to update and administer benefits after a life event.

Customizable Experience

You can customize your PlanSource solution in numerous ways by including unique branding, messaging, content and more

HR Leader Experience

New HR Experience - ACA Measurement

With PlanSource, complying with the ACA’s eligibility rules throughout the year has never been more efficient for HR teams.

New Employee Communications

With PlanSource, sending meaningful personalized communications to employees has never been easier.

New Guardian Plan Configuration Integration

See how the Guardian Plan Configuration integration works with PlanSource to create a streamlined implementation and renewal process.

HR Experience

Check out our new HR experience, which was redesigned to give you all the info you need, right where you need it. 

Text Messaging

We've added text messaging directly to PlanSource so you can send important messages through multiple channels

Plansource Benefits Reporting Demo

Benefits Reporting

Get an overview of the many standard and customizable reports available in the PlanSource system

Benefits Billing
and Reconciliation

Managing benefits billing and invoicing can be difficult and cumbersome; watch this video to see how to get it right


See how PlanSource makes it easy for you to set up and administer a defined contribution benefits model

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