Explore the Platform
Try our new survey tool to find best fit solutions for your organization
Actionable insights, trends and industry benchmarking with InsightsIQ

Solving the shortcomings of benefits reporting for HR Leader

Challenges with Traditional
Benefits Reporting
Analyzing data is time consuming
While reports are powerful, they require effort and knowledge of spreadsheet tools to analyze before you are able to take action
Pulling together disparate data and reports

Its difficult to see historical trends with traditional reporting because several reports need to be ran for each time period and then be aggregated together

Difficult to understand how you compare
It’s hard to know how you compare to peers without significant resources and time dedicated to conducting the necessary comparative research
Often lacks automation
Reporting progress needs to be sought out, which can create delays before you can use the data to make business decisions
Why Do You Need Data Visualization Tools?

Reports are incredibly powerful but come with their share of limitations and shortcomings. Data must be organized and analyzed before any decisions can be made. InsightsIQ is a data visualization tool that automates the data organization process and presents it in a more digestible way.

Improve Engagement
Easily engage with your organization’s data that is automatically pre-visualized
Analyze Faster

Better data visualization allows for quicker analysis to understand what’s really going on

Make Decisions

Make more informed decisions based
on your findings

previous arrow
It used to be a pain to get details out of reports, but now I can filter down to the exact individual client and their eligibilities to get the data we need .... Between PlanSource and the old way we used to work, it’s like two different worlds.

Benefits Coordinator, IronRoad

Heading layer
The reporting suite within PlanSource is great for ad-hoc use to be able to answer questions that come up during open enrollment and throughout the year. I can easily see how many have enrolled or declined in each benefit and can use the reports to reconcile my carrier invoices.

Benefits and Leave Specialist, Heinen's Grocery Stores

next arrow
Key InsightsIQ

InsightsIQ simplifies the reporting process by automating data visualization so you can focus your time and energy on analysis and decision making. Supplement your existing reporting with pre-visualized data that makes it easier to take action.

Historical Trending

Have your historical data pre-aggregated and displayed in a format that allows for quick understanding of the trendline so you can better track towards a specific outcome.

Dashboard Visualizations

With InsightsIQ, you can spend less time formatting and organizing your data and focus on analyzing pre-visualized data in a readable dashboard form to make decisions.

Workforce Visibility

Get a clear, easy-to-drill-down look at employee demographics and how your employee population is distributed, so you can better understand their needs and overall benefit package fit.

Automatic Refresh

The data on the InsightsIQ dashboard is always up to date which means no waiting, delays or job queues. Plus, stay ahead with automated report scheduling and alerts.

InsightsIQ Dashboard

Organized into 4 dashboard themes, based on the type of insight it’s delivering.  

Executive Summary
Overview of employees, benefits, participation and costs to provide an at-a-glance summary of your employees and business

Open Enrollment

Near real-time open enrollment election tracking that automatically updates as OE progresses


Benefit Costs

Distribution of costs per benefit between employer and employee, helping you ensure benefit package competitiveness for recruiting and retention goals

C O M I N G  S O O N


Employee Demographics

Breakdown of how your employee population is distributed to help you better understand their needs and overall benefit package fit

PlanSourceIQ Suite of Products
Leveraging AI/ML to improve the benefits experience 
Instant, AI-driven eligibility verification

Prescriptive, AI-based decisions engine


Powerful benefits insights at your fingertips

Ready to See Results Like These?
Talk to our team today to see InsightsIQ in action.

InsightsIQ Product Details

Download an overview of PlanSource InsightsIQ and learn how this tool can save you time with pre-visualized data and new automation capabilities.

Download PDF  Right arrow

Reporting Metrics, Trends and KPIs You Really Need To Know

Learn the must-track benefits reporting KPIs, plus how new technology like InsightsIQ can track historical trends, peer comparisons and more to make a real difference in interpretation.

Demo Video: Benefits Reporting

See PlanSource’s flexible reporting tool in action, with 50+ pre-built, customizable reports on everything ben admin – from ACA to EOI to life events and more.

Watch Demo  Right arrow

All Resources
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.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
How to Achieve Total Wellbeing Through Employee Benefits
How to Achieve Total Wellbeing Through Employee Benefits
PTO Exchange | Weekly Source: Josh Reinhard
PTO Exchange | Weekly Source: Josh Reinhard
Partner of the Week: TempoPay
Partner of the Week: TempoPay
Latest News
PlanSource Shares Momentum from 2022

PlanSource Shares Momentum from 2022