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   PLATFORM OVERVIEW
   
   Streamline benefits administration, engagement and other HR tasks
   g
   
   WHY PLANSOURCE
   
   See what PlanSource can do for employers, brokers and resellers alike
   
   
   EMPLOYEE ENGAGEMENT SOLUTIONS
   
   Empower your HR team with tools for seamless employee engagement
   v
   
   COMMUNICATIONS
   
   Intuitive benefits communication capabilities for effective engagement
   
   
   SHOPPING
   
   Simplify employee benefit choices while optimizing HR efficiency
   N
   
   ENROLLMENT
   
   Empower efficient, hassle-free enrollment with a user-friendly platform
   
   
   BILLING
   
   Save time and money each month with automated benefits billing
   
   
   COMPLIANCE
   
   Our comprehensive compliance solutions ensure regulatory adherence
   i
   
   ADMINISTRATION
   
   Efficiently manage employee benefits with industry-leading automation
   
   
   SERVICES OVERVIEW
   
   Explore several comprehensive HR and administration services we offer
   
   
   BENEFITS OUTSOURCING
   
   Let us be a part of your HR team with premium benefits outsourcing
   
   
   EMPLOYEE CONTACT CENTER
   
   Access efficient, personalized assistance for all HR and benefit inquiries
   
   
   BILLING RECONCILIATION & PAYMENT
   
   Ensure accuracy with Billing Reconciliation and Payment services
   
   
   COBRA ADMINISTRATION
   
   Let us handle the full cycle of COBRA responsibilities for your HR team
   i
   
   HRA/FSA/HSA ADMINISTRATION
   
   Fully managed tax-advantaged benefit accounts to level up portfolios
   R
   
   DEPENDENT VERIFICATION
   
   Reduce costs with AI dependent verification and auditing services
   
   
   CUSTOM COMMUNICATIONS
   
   Personalize your employee benefit communications for engagement
   P
   
   ACA ADD-ON SERVICES
   
   Simplify ACA management with state reporting and fulfillment services
 * SOLUTIONS
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   Now Available
   InsightsIQ Dashboard
   Learn More
   
   Solutions
   By Role
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   
   
   EMPLOYERS & HR
   
   Explore employer HR tools from time tracking to compliance and more
   
   
   BROKERS
   
   We'll help you enhance your business and better serve your clients
   Y
   
   CARRIERS
   
   See how our platform empowers partners to thrive in the modern world
   
   
   RESELLERS
   
   Discover the incredible benefits of joining forces with us as a reseller
   
   
   DECISION SUPPORT
   
   Empower smarter benefit decisions with robust decision support tool
   U
   
   EOI
   
   Automate complexities of EOI for time and improved experiences
   
   
   MOBILE
   
   Our innovative mobile solutions make on-the-go benefits access easy
   
   
   DATA VISUALIZATION
   
   Revolutionize your benefits data with dashboards, reports and more
 * PRICING
   
 * CUSTOMERS
   3 2
   Customers
   
   
   CUSTOMERS OVERVIEW
   
   Unlock the power of effortless engagement and benefits administration
   A
   
   IMPLEMENTATION
   
   We provide the support you need to ensure successful implementation
   f
   
   CUSTOMER EXPERIENCE
   
   See how we create exceptional experiences for you and your workforce
   i
   
   CUSTOMER RESOURCES
   
   Access the knowledge you need to maximize your benefits experience
   
   
   PRODUCT RELEASES
   
   Check out our latest optimizations and cutting-edge product releases
   
 * PARTNERS
   3 2
   Try our new survey tool to find best fit solutions for your organization
   Get Started
   Partners
   e
   
   PARTNER OVERVIEW
   
   Explore our diverse network of top-tier, strategic partnerships
   g
   
   INSURANCE CARRIER INTEGRATIONS
   
   See how our platform empowers our partners in the modern world
   R
   
   HCM SOLUTIONS
   
   Discover our HCM partnerships and how they optimize HR operations
   
   
   PARTNER MARKETPLACE
   
   Easily find and compare the best benefit options with our Marketplace
 * RESOURCES
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   FEATURED RESOURCE
   
   
   2024 BENEFITS TRENDS REPORT
   
   Featured Resource, Guides & Reports, Interactive
   Resources
   By Type
   By Topic
   HR Discovery Center
   i
   
   ALL RESOURCES
   
   
   
   GUIDES & REPORTS
   
   
   
   WEBINARS
   
   
   
   BLOGS
   
   
   
   PRODUCT SHEETS
   
   d
   
   CASE STUDIES
   
   
   
   VIDEOS
   
   
   
   BENEFITS ADMINISTRATION
   
   
   
   INDUSTRY TRENDS
   
   
   
   OPEN ENROLLMENT
   
   
   
   DEMOS
   
   R
   
   HR EFFICIENCY
   
   v
   
   EMPLOYEE COMMUNICATIONS
   
   h
   
   PRODUCTS & SERVICES
   
   
   
   OPEN ENROLLMENT
   
   
   
   EMPLOYEE ENGAGEMENT
   
   
   
   AUTOMATION TOOLS
   
   
   
   BENEFITS OUTSOURCING
   
   
   
   OFFERING EMPLOYEE BENEFITS
   
   
 * COMPANY
   3 2
   FEATURED News
   
   
   ANA PEREZ JOINS PLANSOURCE AS CHIEF MARKETING OFFICER
   
   Featured News, Press Releases, Newsroom
   Company
   U
   
   OVERVIEW
   
   Helping people live happier healthier lives by maximizing the benefits of
   their benefits 
   i
   
   ABOUT
   
   How we empower businesses with cutting-edge benefits technology
   
   
   CAREERS
   
   Unlock your full potential in a dynamic, forward-thinking organization
   
   
   ECLIPSE
   
   Check out latest updates on the top networking event of the year
   
   
   LEADERSHIP
   
   Discover the vision, expertise, and passion that fuels our team
   z
   
   NEWS
   
   Stay up to date on PlanSource announcements and partnerships


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Hear from one of our customers, Renesas Electronics
Read More
Level-up your employee experience
Optimize your entire benefits program with leading AI/ML technology and
personalized employee engagement capabilities.
Explore The Platform
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Trusted by the most agile & well equipped HR Teams & Brokers
Employer

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Carrier

EXPLORE OUR PLATFORM
A Year-Round Benefits Platform
Discover the key features, tools and partnerships you need to enable a
year-round benefits and engagement strategy
Benefits Platform

AI & Engagement

Ecosystem Partnerships

Communication Capabilities
Personalization & Automation
Whether your workforce is remote or in-person, you need tools that make it easy
to personalize, automate and track your communications.
See Communication Features
PREMIUM OUTSOURCING
HR Extension
With Premium Benefits Outsourcing, we administer all aspects of your benefits
program to put time back in your day.
See Premium Outsourcing
Enrollment & Guided Renewal
Automation
From custom workflows to self-service guided renewal, our automation
capabilities make enrollment and administration easier than ever.
See Simplified Enrollment
MANAGED SERVICES
Support When & Where You Need it
Get the most out of your benefits investment with one or several of our services
such as our contact center, billing reconciliation and more
See Available Services
DecisionIQ
Data-Driven Benefit Suggestions
With AI-powered DecisionIQ, 100% of employees automatically receive benefit
recommendations without any extra effort on their part.
See Decision Support
The Source
Engagement
The Source puts enrollment, benefits utilization, HR communications and more
right in the palm of your employees' hands.
See Engagement Tools
The Source Personalize +
Customization
The Source Personalize+ uses predictive analytics, micro segmentation and
curated content to provide employees with timely health alerts.
See Personalization Features
DependentIQ
Automated Dependent Verification
DependentIQ uses AI technology to automatically approve 98% of required
verification documents to save you time and reduce risk.
See Verification Tool
HCM
Partnerships with HR Leaders in Mind
We work together with our leading HCM partners to deliver a best-in-class HR and
benefits management experience.
See HCM Partners
Boost
Integrations
Boost provides an elevated customer experience through our 18+ carrier partners
and modern API integrations, simplified self-billing, preferred pricing and
more.
See Carrier Partners
Partner Marketplace
Lifestyle Benefits
Partner Marketplace simplified how HR leaders choose and implement the lifestyle
benefits their employees' really want.
See Marketplace
Resellers
Engagement Solution for Resellers
Get the technology and support you need to provide a differentiated experience
while maintaining the independence to manage your employer groups.
See Reseller Capabilities
See how PlanSource can elevate your benefits

25%

Total HR time savings due to automation

6%

Average % of ineligible dependents uncovered with DependentIQ

3 WEEKS

HR time saved during open enrollment

+53

Net Promoter
Score

25%

Total technology cost savings with Boost partner pricing
Intelligent Solutions for Brokers
Broker Experience

Better Engagement for Employers
Employer Experience

Faster Scalability for Resellers
Reseller Experience

CARRIER INTEGRATIONS
Integrated with Trusted Partners
We’ve invested in and fostered strong relationships across the ecosystem to
deliver the best benefits and engagement experience possible.

Explore Our Partners
PlanSource is a super dynamic system, and honestly, I don’t know how we would
have gotten through Covid’s ups and downs without their technology.


CHRISTY GUILBAULT

Benefits Solutions Senior Manager, Entertainment Partners

Success Stories


Latest News & Events


DRIVE EMPLOYEE ENGAGEMENT WITH THE SOURCE

Aug 7, 2024

Drive Employee Engagement with The SourceThe Source is our employer-branded...


ENGAGING AND EMPOWERING EMPLOYEES WITH DATA AND INSIGHTS

Jun 12, 2024

Join us for an enlightening webinar with Stacey Harris, Chief Research Officer
at Sapient Insights Group, and Tamra Miller, Benefits Manager at Ingevity, as we
delve into the transformative power of data and insights in the workplace. Don’t
miss this opportunity to gain valuable insights and actionable strategies to
support your HR team and empower your workforce!


SUCCESS STORY VIDEO: ANNETTE MARTINEZ-NOVO & CHRISTY GUILBAULT

May 6, 2024

Success Story Video: Annette Martinez-Novo & Christy GuilbaultAnnette...

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