Explore the Platform
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.
Personalized Automation at Scale for HR Teams
Eliminate manual and time-consuming ben admin tasks
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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
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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
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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
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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
The built-in communication tools have been a huge lifesaver for us. We’re able to reach people through text messaging – either with a heads up to enroll or with links to educational content.
CHRISTY GUILBAULT
Senior Benefits Manager, Entertainment Partners
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
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Connectivity

Integrate best-in-class benefits tech into your larger HR/Employee ecosystem

Talent

Improve employee recruitment and retention efforts
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%