Demo Video:
Life Events Demo
When an employee gets married, has a baby, or experiences some other life event, we make it easy and convenient for her to update her benefits and provide required documentation, and simple for HR professionals to review and approve this information.
You Might Also Like
DependentIQ Demo

DependentIQ Demo

See how our new AI-powered DependentIQ technology enables real-time, automated dependent verification to eliminate manual HR effort and reduce monthly insurance premiums.

Guardian Plan Configuration Integration

Guardian Plan Configuration Integration

Demo Video:Guardian Plan Configuration IntegrationSee how the Guardian Plan Configuration integration works with PlanSource to create a streamlined implementation and renewal process.You Might Also Like

Two Trends in the Brokerage Space | The Source: Ryan Hawley

Two Trends in the Brokerage Space | The Source: Ryan Hawley

The Source Video:Two Trends in the Brokerage Space | Ryan HawleyThanks again to our guest on The Source, Ryan Hawley from Lincoln Financial Group as they discuss two trends in the brokerage space, working from home, benefits technology and more. You Might Also Like

Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
Secrets to a Successful Benefits Tech Implementation
Secrets to a Successful Benefits Tech Implementation
ARPA & COBRA Resources Hub
ARPA & COBRA Resources Hub
Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release
Reduce Benefit Costs & Increase HR Efficiency With Our Halo Product Release
Latest News
PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ

PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ