PlanSource Elite CoSource Partner

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Sales Kit

New Life Events

When an employee gets married, has a baby, or experiences some other life event, we make it easy and convenient for her to update her benefits and provide required documentation, and simple for HR professionals to review and approve this information.

New New Hire Experience

A modern and mobile-friendly benefits shopping and enrollment process creates a great first impression for new hires. See how PlanSource helps new employees get off to a good start with a simple and intuitive benefits enrollment process.

PlanSource Fact Sheet

Get the facts: nearly 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.


Get a taste of who PlanSource is and what we do in this short video. See how we help thousands of families across the country get access to valuable benefits coverage.

PlanSource Benefits Administration

Get a taste of what PlanSource Benefits Administration does in this short video. See how we help by providing a complete cloud-based benefits administration experience.

PlanSource Human Capital Management

Get a taste of what PlanSource Human Capital Management does in this short video. See why companies turn to PlanSource to help get the most out of their teams and stay compliant.

About PlanSource Sheet

PlanSource provides a complete cloud-based platform for managing benefits and human capital. PlanSource is an employer’s single and complete source for human resources software.

Human Capital Management Sheet

PlanSource is a complete human resource
software solution for employers who need benefits administration and a suite of full-service human capital management (HCM) tools.

PlanSource Presentation

Use this PPT to give your clients an
overview of PlanSource: outline our
benefits administration and HCM solutions,
carrier partners, support options, and more.

Sample Email Campaign—Ben Admin

A great way to get the word out about our partnership is through an email marketing campaign. We’ve put together some handy templates and drafted texts to get you started!

Sample Email Campaign—HCM

A great way to get the word out about our partnership is through an email marketing campaign. We’ve put together some handy templates and drafted texts to get you started!

Make The Most Out of Your Meetings

Need PlanSource collateral for your next meeting or event? We’ve got everything you could want, simply fill out this form, and we will ship you the goods.

Watch short videos of the PlanSource benefits administration system in action

Show Me The Videos!

Sign up for weekly demos and see PlanSource in action on your schedule

Show Me The Demos!

Video Library

Not sure what the difference is between an HMO and a PPO? Wondering what accident insurance covers?
Get the answers to these and many other benefits conundrums in these bite-sized videos.

Visit Library

What is

Coinsurance is the percentage of medical expenses shared by you and your insurance company after you have reached your deductible.

When can I
make changes?

There are only certain times when you can enroll in benefits or make changes – when you’re first hired, during open enrollment, or after a qualifying life event.

What is Critical
Illness Insurance?

Critical Illness Insurance pays you a lump sum benefit in the event that you or your spouse are diagnosed with an illness like cancer, stroke or heart attack.

More Good Stuff

Product Investments

We’ve been busy making our solutions the best they can be. See what’s coming down the PlanSource product pike.

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Live Webinars

Get an in-depth look at issues that affect how you do business, including the ACA and the advent of private exchanges.

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Inspiring Events

Learn more about PlanSource Eclipse; the annual HR + Benefits tech conference, bringing together product wizards and industry experts.

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