Do more with less
Whether you’re in the C-Suite or in the day-to-day weeds, PlanSource helps HR and Benefits teams do their jobs more effectively, with solutions that give you clear visibility into benefit program performance and hours back in your day.
How PlanSource Benefits HR Teams
Eliminate manual and time-consuming ben admin tasks
Free up your team to focus on more strategic HR initiatives, with powerful platform configurability and integrations that automate the administrative tasks that eat up your day
25% HR team time saved with automation
5 hours Time saved per employee per year
Maximize the value employees get from their benefits
With personalized communication and decision support solutions, PlanSource helps time-strapped HR teams drive better benefit awareness, understanding and adoption with less effort
2 hours Time saved per new hire with educational videos
+14% Average increase in voluntary plans participation
Get oversight across your entire benefits program
Control costs and compliance with advanced platform configurability and end-to-end workflow automation – plus HR analytics dashboards for better visibility and tracking
17x Average cost savings from dependent verification solutions
5% Reduction in monthly premium costs
Keep benefits data secure and in sync
Ensure data integrity and HR efficiency with real-time APIs and data integrations that keep all of your plans, carriers and systems in sync with your broader HR techscape.
700+ Unique systems PlanSource integrates with
1 week Time saved per month reconciling carrier bills
HR Leaders
Understand and maximize the business impact of your employee benefits program
Dashboards
Get visibility into program performance and KPIs with HR Analytics Dashboards
Cost Savings
Lower and control the cost of offering employee benefits
Encourage Interaction
Deliver an amazing and engaging employee experience
Prioritization
Keep HR staff focused on high-value, strategic tasks
Connectivity
Integrate best-in-class benefits tech into your larger HR/Employee ecosystem
Talent
Improve employee recruitment and retention efforts
PlanSource has proven they really are experts in benefits, customer service and software. They easily save us 1 week per month that we can now put toward more strategic initiatives.

Courtney Scardino

Regional HR Business Partner, Strategic Materials

Benefits Managers
Automate and simplify every aspect of benefits management for admins and employees
Integrations
Integrate benefits across your existing HR techscape, including payroll, HCM, carrier systems and TPAs
Customization
Configure complex plans, workforce populations, and eligibility and business rules
Optimization
Optimize your employee shopping and enrollment experience – for in person or 100% virtual
Education
Increase employee awareness, understanding and appreciation of their benefits
Integrations
Integrate benefits across your existing HR techscape, including payroll, HCM, carrier systems and TPAs
Customization
Configure complex plans, workforce populations, and eligibility and business rules
Optimization
Optimize your employee shopping and enrollment experience – for in person or 100% virtual
Education
Increase employee awareness, understanding and appreciation of their benefits
Persistent Growth
Drive plan participation and adoption/usage throughout the year
Compliance
Ensure and enforce compliance – from ACA to COBRA to company-specific eligibility rules
Analytics
Track key benefits management progress, costs and performance
Even with as complicated as our business tends to be, PlanSource has the flexibility to automate our defined contribution program and the different benefits and eligibility rules we have for different employee groups. It would be impossible with paper.
Christy Guilbault
Senior Benefits Manager, Entertainment Partners
HR and Benefit Admins
Reduce the time and effort you spend managing ben admin tasks each week
Automation

Automate time-consuming ben admin tasks – including new hire, QLE (Qualified Life Event) and eligibility change status processing

ACA
Simplify ACA measurement, reporting and compliance
Billing & Reconciliation
Spend less time auditing and reconciling benefit bills each month
Open Support
Proactively address employee questions and admin support needs during OE
Messaging
Set up automated email and text messaging campaigns
Integrations
Integrate with payroll, HRIS and carrier systems for faster processing
We would need 1 or 2 more of me if we didn’t have PlanSource. We’re saving money, because these 2 people would have to be solely focused on what PlanSource does for us.
Nicole Nieswand
Senior Benefits Specialist, MetroHealth
See real customer results
Explore more platform features
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
7 Common Complex Benefits Program Examples & How to Automate Them
7 Common Complex Benefits Program Examples & How to Automate Them
Simplify Vaccine Tracking with PlanSource
Simplify Vaccine Tracking with PlanSource
What’s New in Our Titan Product Release
What’s New in Our Titan Product Release
Latest News
PlanSource Announces New Chief Executive Officer

PlanSource Announces New Chief Executive Officer