Analyzing data is time consuming
Pulling together disparate data and reports
It’s 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
Often lacks automation
Benefits Coordinator, IronRoad
Benefits and Leave Specialist, Heinen's Grocery Stores
Prescriptive, AI-based decisions engine
Powerful benefits insights at your fingertips
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.