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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
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
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
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
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
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

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.

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.
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.
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.

Provide hyper-targeted cost estimates that are based on regional cost benchmarks instead of national averages. Our comprehensive dataset of 100M+ local cost benchmarks from our partner and global healthcare consulting firm, Milliman, means cost estimates are more accurate.


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.

ALEX from Jellyvision

Reinventing how employees choose and use benefits

The world of benefits is hard. It’s time for something better than options that fail to deliver and waste countless millions on unused resources. ALEX delights and guides employees to make better benefits decisions for a more prosperous future.

ALEX has a one-on-one conversation with employees to understand their needs and make personalized benefits recommendations for the year ahead right within the PlanSource platform.

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Employee understanding of and satisfaction with their benefits is higher than ever.

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.

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.

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.

Benefits and Leave Specialist, Heinen’s Grocery

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Ready to See Results Like These?
Talk to our team today to see our decision support solutions in action.
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.
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