ABOUT PLANSOURCE · complementary benefi t services, PlanSource is an employer’s single and...

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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 Benefits Experience PlanSource provides a cloud-based solution for benefits technology that is affordable, intuitive and highly configurable to support any benefits strategy. Combined with a range of complementary benefit services, PlanSource is an employer’s single and complete source for benefits engagement and administration. Thousands of employers put the PlanSource model to work to provide millions of employees and their families with the best benefits experience available. Deep Benefits Expertise We approach benefits with laser-like focus, drawing on years of experience stretching back to the late 1990s to deliver the best technology experience possible. Complementary Benefit Services Our portfolio of technology-enabled benefit services perfectly complements our software, saving HR teams’ valuable time so they can focus on more strategic initiatives. Engaged Account Teams With low turnover and high employee engagement, PlanSource keeps customers happy, and they have honored us with an industry-leading Net Promoter Score. APIs and Integrations With 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 Security PlanSource is a proven, SSAE18 SOC 2 Type 2 audited, GDPR compliant technology platform built around ISO 27001 standards. We are committed to the stability of our system and safety of your data. Strong Carrier Partnerships Through PlanSource Boost, our carrier partner program, we’re modernizing the customer experience with real-time API integrations, simplified billing, an optimized employee shopping experience and preferred pricing.

Transcript of ABOUT PLANSOURCE · complementary benefi t services, PlanSource is an employer’s single and...

Page 1: ABOUT PLANSOURCE · complementary benefi t services, PlanSource is an employer’s single and complete source for benefi ts engagement and administration. Thousands of employers

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.

Page 2: ABOUT PLANSOURCE · complementary benefi t services, PlanSource is an employer’s single and complete source for benefi ts engagement and administration. Thousands of employers

PLANSOURCE.COM | [email protected] | (877 ) 735-0468

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