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Check out our new engagement platform for a more accessible OE
See The Source
Check out our new engagement platform for a more accessible OE
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Spend less time managing employee benefits
Automate and simplify every aspect of your benefits program with PlanSource
TOUR OUR SOFTWARE


PlanSource’s Partner Marketplace
Check out our curated list of strategic “best-fit” partners and provide a more
well-rounded benefit package.
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ACA Season is Right Around The Corner
Watch our ACA Training Webinar to see firsthand how powerful our tools are in
simplifying ACA reporting and management.
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Year-Round Employee Engagement
The Source simplifies engagement by streamlining company news, benefits
utilization, enrollment and more.
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Maximize the Benefits of Your Benefits
Free up your HR team to focus on the bigger picture

25%
Total HR team time savings due to automation
3 weeks
HR time saved during open enrollment


Help employees make smarter, more confident benefits decisions
2 hours
Time saved per new hire with educational videos alone
+11%
Increase in HDHP participation
Spend less time worrying about compliance

6%
Average % of ineligible dependents uncovered with DependentIQ
100%
Electronic 1095-C forms to minimize ACA printing and mailing costs


Reduce the cost of offering
employee benefits
$3,500
Average annual savings per ineligible dependent removed with DependentIQ
25%
Total technology cost savings with Boost partner pricing
Maximize the Benefits of your Benefits
Free up your HR team to focus on the bigger picture
25%
Total HR team time savings due to automation
3 weeks
HR time saved during open enrollment
Help employees make smarter, more confident benefits decisions
2 hours
Time saved per new hire just with educational videos alone
+11%
Increase in HDHP plan participation
Spend less time worrying about compliance
6%
Average % of ineligible dependents uncovered with DependentIQ
100%
Electronic 1095-C forms to minimize ACA printing and mailing costs
Reduce the cost of offering
employee benefits
$3,500
Average annual savings per ineligible dependent removed with DependentIQ
25%
Total technology cost savings with Boost partner pricing
A Complete Employee Benefits Management System For …
Communications
Reach employees with targeted messaging and communication campaigns you can
customize by group and automate across email, text, mobile app and more.
Shopping
Our 100% mobile experience – on our app or online – makes it easy to shop for
benefits the same way you shop for anything else.
Enrollment
Streamlined workflows and real-time integrations deliver an enrollment
experience that’s designed to drive higher engagement and plan participation.
Billing
Consolidated self-billing and invoice reconciliation mean less time auditing and
adjusting insurance bills each month and more time.
Compliance
Complete compliance solutions and peace of mind for ACA measurement and
reporting, COBRA administration, eligibility requirements, and more.
Administration
Configure, manage and automatically enforce even the most complex benefit plans
and eligibility workflows within one easy-to-use system.
Outsourcing
Don’t have the time or HR resources to deal with benefits administration? With
PlanSource Premium, you can outsource your entire employee benefits program to
our team and get back to running your business.
Learn More
Communications
Reach employees with targeted messaging and communication campaigns you can
customize by group and automate across email, text, mobile app and more.

Shopping
Our 100% mobile experience – on our app or online – makes it easy to shop for
benefits the same way you shop for anything else.

Enrollment
Streamlined workflows and real-time integrations deliver an enrollment
experience that’s designed to drive higher engagement and plan participation.

Billing
Consolidated self-billing and invoice reconciliation mean less time auditing and
adjusting insurance bills each month and more time.

Compliance
Complete compliance solutions and peace of mind for ACA measurement and
reporting, COBRA administration, eligibility requirements, and more.

Administration
Configure, manage and automatically enforce even the most complex benefit plans
and eligibility workflows within one easy-to-use system.
Outsourcing
Don’t have the time or HR resources to deal with benefits administration? With
PlanSource Premium, you can outsource your entire employee benefits program to
our team and get back to running your business.
Learn More

Loved and Trusted by the World’s Best HR Teams
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Now, my HR team isn’t stressed. They’re able to leave at 5 o’clock, whereas
before it was a never-ending struggle to get everything done and in on time.
TAMMY VALLE

HR Director, The Meruelo Group


Slide
PlanSource is a super dynamic system, and honestly, I don’t know how we would
have done this without technology.

CHRISTY GUILBAULT


Benefits Solutions Senior Manager, Entertainment Partners


Slide
PlanSource transformed tasks that used to take weeks or months for 1,000s of
employees down to just minutes.

CHRIS FORBECK


HR and Benefits Manager, BrandSafway




5,000 EMPLOYERS & HR TEAMS
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500 NATIONAL & REGIONAL BROKERS
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16 CARRIERS IN BOOST PROGRAM
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DEMO VIDEO: DECISIONIQ

With PlanSource DecisionIQ, employees are given the tools necessary to make
smarter, more confident decisions about their benefits.



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Featured Resource



2022 BENEFITS BENCHMARK REPORT

We’ve analyzed the over 200 million enrollments in our platform to bring you the
latest benefits data in an easy-to-read report. Learn which benefits were the
most popular, how much employers and employees are paying and the top education
strategies from last year. Download our report now to stay on top of key OE
benchmarks and our predictions for 2022.

VIEW NOW

VACCINE MANDATE FAQS

We’ve rounded up and answered some of your most frequently asked questions
regarding how vaccine tracking and surcharge administration will work within the
PlanSource system.



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