• PRODUCT
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      Benefits Platform

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      
      Platform Overview
      Streamline benefits administration, engagement and other HR tasks
      g
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      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
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      P
      ACA Add-On Services
      Simplify ACA management with state reporting and fulfillment services
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      Explore employer HR tools from time tracking to compliance and more
      
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      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

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      f
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      PlanSource Benefits Administration Platform Now Available on SAP® Store

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      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
      
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      Unlock your full potential in a dynamic, forward-thinking organization
      
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      z
      News
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  • PRODUCT
    3 2
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      Benefits Platform

      Services

      
      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
    3 2
      Solutions

      By Role

      By Area

      
      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
  • 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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      i
      All Resources
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      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
      PlanSource Benefits Administration Platform Now Available on SAP® Store

      PlanSource Benefits Administration Platform Now Available on SAP® Store

      Featured News, Press Releases
      No results found.

      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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PlanSource Named as a Top 100 Company for Sixth Year

PlanSource Named as a Top 100 Company for Sixth Year

by Jill Garrison | Aug 20, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Named as a Top 100 Company for Sixth Year Orlando, FL. – August 20, 2017 – The Orlando Sentinel has recognized PlanSource, a leadingprovider of cloud-based benefits administration and HR technology, as a Top 100 Company for the sixth...
Cigna Dental Plans added to PlanSource Advantage Program

Cigna Dental Plans added to PlanSource Advantage Program

by Jill Garrison | Aug 5, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM Cigna Dental Plans added to PlanSource Advantage Program One source for oral health and voluntary benefits enrollment simplifies the experience for employers and their employees Orlando, Fla. – August 1, 2018 – PlanSource announced today that dental...
Eclipse 2018 a Mission to Simplify the Benefits Experience

Eclipse 2018 a Mission to Simplify the Benefits Experience

by Jill Garrison | Aug 1, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM Eclipse 2018 a Mission to Simplify the Benefits Experience Third annual benefits and HR conference brings together hundreds of HR professionals, insurance representatives, brokers and industry leaders Half Moon Bay, California – July 31, 2018 –...
PlanSource and Jellyvision Bring Benefits Decisions to Life

PlanSource and Jellyvision Bring Benefits Decisions to Life

by Jill Garrison | Jul 30, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource and Jellyvision Bring Benefits Decisions to Life Integration of interactive benefits communication software, ALEX, makes the enrollment process more delightful, helpful and convenient for hundreds of thousands of employees Orlando, Fla. –...
Explain My Benefits Select PlanSource as Preferred Ben Admin

Explain My Benefits Select PlanSource as Preferred Ben Admin

by Jill Garrison | Jun 6, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM Sun Life partners with PlanSource to deliver a superior benefits experience with enhanced digital capabilities Expanded partnership combines high-touch benefits services with best-in-class benefits technology Orlando, Fla. – June 6, 2018 –...
Inc. Magazine Names PlanSource a Best Workplace

Inc. Magazine Names PlanSource a Best Workplace

by Jill Garrison | May 23, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM Inc. Magazine Names PlanSource a Best Workplace PlanSource selected out of thousands of companies for award honoring company culture, employee engagement and people practices Orlando, FL. – May 23, 2018 – PlanSource, a leading provider of...
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