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
New Guardian Plan Configuration Integration
See how the Guardian Plan Configuration integration works with PlanSource to create a streamlined implementation and renewal process.
New HR Experience
Check out our new HR experience, which was redesigned to give you all the info you need, right where you need it.
New Text Messaging
We've added text messaging directly to PlanSource so you can send important messages through multiple channels
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
Defined
Contribution
See how PlanSource makes it easy for you to set up and administer a defined contribution benefits model
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.