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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.

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Many of our employees don’t have computers at home and appreciate the ability to enroll via their mobile devices.

Regional HR Business Partner, Strategic Materials

Employees don’t have documents on their computers, so it just makes sense that they are able to snap a quick photo of their documents with their cell phones and upload via mobile.

Director of Benefits Administration and Technology, Relph Benefit Advisors

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Give Employees the Convenience They Crave

Employees expect to have a mobile-friendly experience that allows them to complete the entire shopping process from start to finish.

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
PlanSource Mobile App
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.

View the Kit  Right arrow

Top 5 Benefits of Mobile Benefits Tech
What are the key mobile features to look for when evaluating benefits solutions? And just how much of an impact can a best-in-class mobile experience have on increasing awareness, engagement and efficiency for your next OE?

5 Ways to Drive Opt Ins for Your Text Campaigns

Mobile is crucial for reaching and engaging a working-from-home workforce. But getting employees to opt in can be the hardest part.

Read More  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.
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