A mobile-friendly benefits experience
Not everyone has access to a laptop or desktop computer. And with the majority of workers still working remote, employees need to be able to enroll in and manage their benefits wherever they are. That’s why we created a mobile-responsive shopping experience that works beautifully on any device, whether it’s on a laptop, tablet or phone or via the PlanSource mobile app.
Regional HR Business Partner, Strategic Materials
Director of Benefits Administration and Technology, Relph Benefit Advisors
Give Employees the Convenience They Crave
Shop for and Enroll in Employee Benefits
Interact with Decision Support Tools
Engage with Educational Materials
Upload Required Documents
Improve Efficiency for HR Teams
A mobile-friendly experience is critical for employees, but PlanSource also offers the flexibility and convenience of mobile to HR professionals, too!
View High-Level HR Dashboards
View and Manage Outstanding Tasks
Check the Status of Open Enrollment
Check the Status of New Hires
View and Approve Life Events
View and Manage Employee Info
for Employees
Log in effortlessly with a fingerprint, face ID or PIN
Start enrolling from your phone and finish later via desktop, or vice versa
Compare plans and costs and get personalized recommendations
Snap and upload photos of required documents right from your phone
Securely store insurance cards and send to providers and dependents
Access detailed plan docs 24/7 to understand what’s covered.
Keep benefits-related contacts and links in one place, separate from your personal contacts
Chat with benefits experts for real-time answers and guidance
Mobile App Marketing Kit
Get the word out to employees about how and why to use our free mobile app to manage their benefits on the go.
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