PlanSource’s Artificial Intelligence Mission Statement

In the complex landscape of benefits administration, we will combine our domain expertise, vast amount of applicable data, and Generative AI to simplify decision-making, enhance communication, and provide personalized experiences for employees and administrative users, ultimately leading to higher satisfaction and engagement.

Guidelines & Framework

Our AI Guiding Principles

We are pioneering the integration of Artificial Intelligence into benefits administration and employee enrollment, continuously enhancing experiences for both employees and employers. By harnessing AI, we commit to upholding the highest standards, ensuring our technology benefits our customers while fostering an inclusive work environment. 

Innovation

• We use AI to advance business outcomes and always keep our users’ needs front and center.

Human Collaboration

• AI is here to help–not replace–humans, supporting your daily tasks and keeping you doing what you’re best at.

Safety

• Our AI algorithms are designed with safety in mind, minimizing false positives so you can trust the results.

Security

• We take security seriously. We exercise caution in our AI usage, guaranteeing robust security and data integrity.

Responsibility

• We are committed to using AI responsibly, always striving to eliminate biases and subjective opinions from our parameters.

Transparency

• We don’t hide behind the tech. We use AI openly, ensuring you understand how it’s applied and what data powers it — because clear, explainable systems foster trust.

Keeping our AI secure

To keep your data safe, we implement robust access controls, data governance policies, and multi-layered authentication defenses to protect against unauthorized access and data breaches.

Security Posture

To ensure the security of using Generative AI and keeping customer data safe, we implement robust access controls, data governance policies, and multi-layered authentication defenses to protect against unauthorized access and data breaches.

Internal Governance

• AI solutions that incorporate Generative AI go through an extensive architecture review & approval process, including analysis of database, security, and infrastructure impacts.

Protected Data

• We never share sensitive data like PHI or PII with third parties, ensuring customer data remains within PlanSource infrastructure.

Enterprise Tooling

• We maintain licensing agreements with third parties to ensure connectivity/data transactions with third parties are secure and not used for training purposes.

Responsible Usage

• Every AI process is carefully checked to ensure it’s free from bias and operates as it should.