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      N
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      
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      i
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      Efficiently manage employee benefits with industry-leading automation
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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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      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
  • 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
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      Try our new survey tool to find best fit solutions for your organization
      Get Started

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      e
      Partner Overview
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      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
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      
      Industry Trends
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      
      Demos
      R
      HR Efficiency
      v
      Employee Communications
      h
      Products & Services
      
      Open Enrollment
      
      Employee Engagement
      
      Automation Tools
      
      Benefits Outsourcing
      
      Offering Employee Benefits
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      PlanSource Product Release Springs into Personalization

      PlanSource Product Release Springs into Personalization

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      Unlock your full potential in a dynamic, forward-thinking organization
      
      Eclipse
      Check out latest updates on the top networking event of the year
      
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Employee Family Protection Partners with PlanSource

Employee Family Protection Partners with PlanSource

by Jill Garrison | Feb 24, 2021 | Press Releases, Newsroom

RETURN TO NEWSROOM Employee Family Protection Partners with PlanSource Partnership provides modern and intuitive employee experience that is highly configurable for administrators with leading API integrations Orlando, Fla. – February 24, 2021 – PlanSource announced...
Forester Benefits Management Selects PlanSource

Forester Benefits Management Selects PlanSource

by Jill Garrison | Feb 3, 2021 | Press Releases, Newsroom

RETURN TO NEWSROOM Forester Benefits Management Selects PlanSource Forester Benefits Management Selects PlanSource as Benefit Administration Platform for Customers Orlando, Fla. – February 3, 2021 – PlanSource announced today that it has been selected by Forester...
Reliance Matrix Expands Partnership with PlanSource

Reliance Matrix Expands Partnership with PlanSource

by Jill Garrison | Jul 15, 2020 | Press Releases, Newsroom

RETURN TO NEWSROOM Reliance Standard Expands Partnership with PlanSource Groundbreaking program aims to modernize benefits management, optimize the administrative experience for HR teams and simplify the employee shopping experience Orlando, Fla. – July 15, 2020 –...
MetLife Expands Relationship with PlanSource

MetLife Expands Relationship with PlanSource

by Jill Garrison | Jun 30, 2020 | In the News, Newsroom

RETURN TO NEWSROOM MetLife Expands Relationship with PlanSource to Enhance Employee Benefits Experience New program simplifies the management of employer-offered benefits and optimizes the employee enrollment experience NEW YORK, June 30, 2020 — MetLife announced...
MetLife Expands Relationship with PlanSource

Synergy Enrollment Firm Chooses PlanSource Large Customers

by Jill Garrison | Jun 15, 2020 | Press Releases, Newsroom

RETURN TO NEWSROOM Synergy Enrollment Firm Chooses PlanSource Large Customers Partnership is a natural Synergy to provide customers with a modern benefits administration platform Orlando, Fla. – June 15, 2020 – PlanSource announced today that it has been selected by...
Podcast: How Benefits Technology Helps with Nancy Sansom

Podcast: How Benefits Technology Helps with Nancy Sansom

by Jill Garrison | Jun 4, 2020 | In the News, Newsroom

RETURN TO NEWSROOM Podcast: How Benefits Technology Helps with Nancy Sansom Listen to the Podcast Today we have a fantastic guest and another fantastic topic. I’ve known Nancy for a long time, and I’m really excited to capture her take on this topic. How can benefits...
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