Powerful decision support solutions to power better benefits decisions
Empower smarter, more confident benefits decisions with advanced decision support tools in PlanSource
Why HR Teams Love Our Decision Support Tools
Get fewer employee questions and more time
Proactive and real-time benefits guidance mean fewer questions for your HR team and more time to focus on strategic HR tasks
2 hours
Time saved per new hire with educational videos
Maximize the value employees get from their benefits
By empowering better decisions, employees are more likely to understand, appreciate and actually use all of the benefits your company is offering
100%
Employee engagement during OE (even with a passive enrollment style)
Increase voluntary plan participation
Drive awareness and adoption of plans and coverage that employees might not normally enroll in – like HDHPs and new wellness programs
+14%
Average increase in voluntary plans participation
Reduce the cost of your monthly benefits bill
Lower plan and premium costs when employees enroll in the best plans and coverage levels for their needs upfront
10%
YOY increase in HDHP Plan Enrollment
How We Help
Benefits Shopping
Our simplified shopping experience allows users to shop for benefits the same way they shop for other products online, plus sort and filter available plans based on the factors most important to them, including:
• Out-of-pocket cost estimates
• Monthly premiums
• Dependent coverage
• HSA eligibility
• Prescription drug coverage
• Monthly premiums
• Dependent coverage
• HSA eligibility
• Prescription drug coverage
Educational Content
Serve up relevant educational content – like videos, documents, tools and communications – where and when employees need it most. PlanSource lets you embed custom content right within your employee shopping and enrollment workflows, so you can add and customize content by page like:
• Plan documents
• Side-by-side plan comparisons
• Help videos
• Provider lookup
• Cost calculators
• Life event planning tools
• Financial planning tools
• Wellness resources
• Side-by-side plan comparisons
• Help videos
• Provider lookup
• Cost calculators
• Life event planning tools
• Financial planning tools
• Wellness resources
Personalized Recommendations
Help your employees understand the best-fit plans, coverages and contribution amounts for their needs, with personalized benefits shopping guidance in PlanSource. Choose from two different in-product decision support offerings:
• DecisionIQ – Advanced AI-powered recommendations on all benefit products and plans
• ALEX from Jellyvision – Interactive financial chatbot for your core benefits plans
ALEX from Jellyvision
A Financial Chatbot for Your Core Plans
Embed a personal financial advisor right in your enrollment workflow. Jellyvision’s ALEX uses a precise blend of subject matter expertise, behavioral science and plain English to provide employees with personalized benefits guidance on your core benefits plans.
DECISIONIQ
Our Advanced, AI-Powered Decisions Engine
Empower smarter, more confident benefit decisions with DecisionIQ. Our prescriptive decision support tool uses AI and machine learning intelligence to provide personalized benefits guidance to employees on all benefit plans and product lines.
Analyzing demographic, dependent, eligibility, risk-tolerance and regional cost data in real time, DecisionIQ offers employees hyper-personalized suggestions on the best benefit plans, coverage levels and contribution amounts for their unique needs.
ADMIN ENGAGEMENT DASHBOARD
Build an Analytics dashboard for HR Admins that highlights key decision support tool engagement and success metrics, like what percentage of employees actually enrolled in the plan that was suggested to them.
AI/ML INTELLIGENCE
By leveraging advanced AI and machine learning on the backend, we’re able to surface “People Like Me” suggestions on any benefit product for quick insights that continue to get smarter and more personalized over time.
CORE AND VOLUNTARY PLANS
Employees need the full benefits picture to make truly sound decisions on plans, coverages and all-in costs. DecisionIQ covers all products and plans, not just part of your benefits package.
LOCALIZED COST COMPARISONS
Get hyper-targeted cost estimates that are based on regional cost data instead of national averages. Our comprehensive dataset of 100M+ local cost averages means cost estimates are more accurate.
ON-DEMAND ADVICE
No more waiting around to get an answer back or meet with HR. DecisionIQ is available 24/7 right within the shopping experience for instant guidance via phone, laptop or our mobile app.
Employee understanding of and satisfaction with their benefits is higher than ever.
HILLARY PENA
Employee Benefits Administrator, Nueces County Community Action Agency
The video library is perfect. The videos are engaging and do a very good job explaining in plain language what benefits mean and what’s being offered to them.
TAMMY VALLE
Director, HR Operations, Meruelo Group
Our employees get on PlanSource constantly to check their benefits and answer their own questions. They love the videos and that it’s mobile-friendly since 70% of our staff works in the field.
ANDREA EVANTER
SVP, Human Capital, The CORE Group
Our associates are very comfortable using PlanSource. They like self-service and reviewing the educational videos and benefit guides on their own.
ASHLEY BALES
Benefits and Leave Specialist, Heinen’s Grocery
Ready to See Results Like These?
Talk to our team today to see our decision support solutions in action.
