Why You Need PlanSource

An Investment in PlanSource Delivers Benefits

Benefits are the largest component of labor costs outside of wages,
so automating processes, complying with regulations and controlling costs is critical.


Greater Efficiency

Spend less time on paperwork and more time doing the strategic, value-adding things you never get to by automating processes that save time, increase efficiency, and boost productivity.


More Control

Maintain control of eligibility, compliance and billing with built-in workflows and reduce the risk and consequences of not following legislative laws or company policies and procedures.


Increased Flexibility

Whether your benefits strategy calls for pre-packaged exchange-based plans or a unique non-exchange setup with custom products, PlanSource delivers what you need.


Reduced Costs

Through partnerships with leading insurance carriers, PlanSource offers subsidies/cost off-sets that increase the affordability of its benefit administration and human capital solutions.


Lower Turnover

Employees are a company’s most valuable asset. Benefits are an important part of employee compensation, and as such they play a critical role in an employer’s retention strategy.

PlanSource is Human Resources Software Built For Employers

Benefits Administration      Insurance Exchanges      Human Capital Management

PlanSource Has What It Takes to Deliver Benefits


It’s Comprehensive

With benefits shopping, enrollment, billing and ACA compliance, PlanSource delivers feature depth without compromising on ease-of-use.


It’s Flexible

By supporting exchange setups and defined contribution models, PlanSource supports how different groups manage benefits.


It’s Affordable

Strong partnerships with leading insurance carriers that provide cost off-sets enable PlanSource to reduce the overall cost of ownership.


It’s Configurable

Through APIs, PlanSource can create a custom, brand-consistent customer experience, yet maintain the benefits of a SaaS-provisioned solution.


It’s Versatile

Size and type of company don’t matter as PlanSource delivers solutions for small, medium and large groups in both the public and private sectors.

Hear what brokers and employers are saying about us. 

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PlanSource is Strong Where Others Are Weak


Benefits Expertise

PlanSource is a broker- friendly solution that lives and breathes benefits – and it shows when employers use the product and users reach out for assistance.


Single Platform

Built as a single product on a single code base, PlanSource offers a highly configurable rules engine and branding and personalized framework.


Customer Satisfaction

Customers are top of mind for everyone at PlanSource. We are customer-focused, and have been honored with industry-leading Net Promoter Scores.


Information Security

PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform that is dedicated to system stability and customer data security.


HCM Marketplace

With a full suite of best-of-breed HCM software partners, PlanSource delivers an all-in-one solution for HR, benefits and payroll.

People Say Good Things About Us


“PlanSource was the only platform that could deliver the full package. It is a solid company with a stable platform that is scalable and has the depth and breadth to take us to the next level.”

Boyden Moore

“Having visibility into all the systems is huge. It’s a game changer. The time PlanSource has saved us can be counted in days, not hours.”

Elizabeth Colvin
Strategic Benefit Advisors


Avenue H Patty Conner Headshot

“We wanted the scalability and flexibility to meet the requirements of healthcare reform. PlanSource matched those needs, enabled us to improve the efficiency of our enrollment dramatically.” 

Patty Conner
Avenue H

See PlanSource in Action

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