ABOUT PLANSOURCE

What Sets PlanSource Apart?

Premium

Bundle

Employee Contact Center

Billing Reconciliation and Payment

COBRA Administration

Dependent Verification

Employee Communications

Benefits Outsourcing

HSA / FSA / HRA Administration

PlanSource Benefits Services

Better Technology for a Better Benefi ts Experience

PlanSource provides a cloud-based solution for benefi ts technology that is affordable, intuitive and highly confi gurable to support any benefi ts strategy. Combined with a range of complementary benefi t services, PlanSource is an employer’s single and complete source for benefi ts engagement and administration.

Thousands of employers put the PlanSource model to work to provide millions of employees and their families with the best benefi ts experience available.

Deep Benefi ts ExpertiseWe approach benefi ts with laser-like focus,drawing on years of experience stretchingback to the late 1990s to deliver the besttechnology experience possible.

Complementary Benefi t ServicesOur portfolio of technology-enabled benefi tservices perfectly complements our software,saving HR teams’ valuable time so they canfocus on more strategic initiatives.

Engaged Account TeamsWith low turnover and high employeeengagement, PlanSource keeps customershappy, and they have honored us with anindustry-leading Net Promoter Score.

APIs and IntegrationsWith APIs, integrations and connections with more than 700 insurance carriers and HCM providers, PlanSource keeps your data accurate and synchronized with all your partners.

Information SecurityPlanSource is a proven, SSAE18 SOC 2Type 2 audited, GDPR compliant technologyplatform built around ISO 27001 standards.We are committed to the stability of oursystem and safety of your data.

Strong Carrier PartnershipsThrough PlanSource Boost, our carrier partnerprogram, we’re modernizing the customerexperience with real-time API integrations,simplifi ed billing, an optimized employeeshopping experience and preferred pricing.

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PlanSource Offers the Best Experience For

Benefi ts Shopping Enrollment Billing Compliance Administration

A Mobile-Friendly Employee ExperiencePeople-Friendly ExperienceTailor-Made RecommendationsShopping Cart and CheckoutEducational Videos and Content

Sophisticated Benefi ts Administration and AutomationEligibility ManagementEmployee CommunicationsCost CalculationsFlexible Reporting