PlanSource x Yahoo!
Benefits Administration RFP
Executive
Briana has worked in the benefits administration space for the last decade in a variety of sales and consulting roles. She has implemented full benefit strategies for enterprise organizations and understands how uniquely different each client’s needs are. Briana thrives in a fast-paced environment where she can consistently evolve and grow – which is why she loves the benefits industry!
Katie Smith
Consultant
Katie has worked with PlanSource since 2016 across multiple teams and departments. She brings a deep understanding of operational processes and implementation to the sales organization thanks to her three years of experience implementing and assisting COBRA, Retiree, and Direct Bill clients. Prior to joining PlanSource Katie spent ten years in the legal industry and uses this foundation of curiosity and consistency to develop and deliver outstanding solutions to prospective clients within the enterprise market.
Services
Allison is the Senior Vice President of Professional Services at PlanSource and has over 25 years of operations leadership and client delivery/implementation experience in the benefits industry. She has a proven record of successfully optimizing the client experience through best-in-class implementation delivery to the ongoing service experience. Allison thrives at managing complex clients and projects to ensure strategic consulting guidance for her clients and her team.
Steve Parkhouse
SVP, Customer
Success
Steve joined PlanSource in 2021 as SVP of Client Services and brought over 20 years of experience to the team. Steve’s vision for a successful service model is built on those 20 years of experience in the benefit administration, insurance broker and group benefit insurance industries. Steve oversees the PlanSource Client Services team for several channels including our Reseller, CORE and Premium channels. His knowledge and long-term success strategy have solidified PlanSource a market-leader for client services within the Benefits Administration industry.
PlanSource Proposal for Yahoo!
Yahoo! Finalist Presentation
Yahoo! Functional Requirements
Yahoo! Benefits Administration Vendor Questionnaire
Yahoo! Security Questionnaire
Additional Assets
PlanSource is a leader in technological innovation
PlanSource ESG Policy
As a Vista portfolio company, PlanSource continues to focus on our Environmental, Social, and Governance (ESG) policies, as well as creating a culture dedicated to diversity, equity, and inclusion (DE&I). We believe that the power to create a more sustainable future, healthier planet and inclusive communities lies at the core of our values. Our internal ESG committee is dedicated to the continuous improvement of our policies, like aligning with Vista’s commitment to achieving net zero greenhouse gas emissions by 2050. Strong environmental innovation, social philanthropy and ethical governance will be our key drivers to a better tomorrow.