• PRODUCT
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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
      Personalize your employee benefit communications for engagement
      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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      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

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      
      Customers Overview
      Unlock the power of effortless engagement and benefits administration
      A
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      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
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      PlanSource Announces 13 New Partners Joining Partner Marketplace in Q3

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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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      By Topic

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      i
      All Resources
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      
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      
      Product Sheets
      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 Announces 13 New Partners Joining Partner Marketplace in Q3

      PlanSource Announces 13 New Partners Joining Partner Marketplace in Q3

      Featured News, In the News
      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 Launches Spring Product Release

PlanSource Launches Spring Product Release

by Jill Garrison | Mar 16, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM ​PlanSource Launches Spring Product Release Orlando, Fla. – March 16, 2017 – PlanSource announced today the launch of Supernova, its spring product release. Available to all PlanSource customers and partners, the release includes enhancements to the...
Ultimate Software Names PlanSource Partner of the Year

Ultimate Software Names PlanSource Partner of the Year

by Jill Garrison | Mar 19, 2018 | In the News, Newsroom

RETURN TO NEWSROOM Ultimate Software Names PlanSource Partner of the Year Orlando, Fla. – March 19, 2018 – PlanSource announced today that Ultimate Software, a leading provider of human capital management (HCM) solutions, selected PlanSource as Partner of the Year at...
Stratovize Partners with PlanSource to Provide Benefits Tech

Stratovize Partners with PlanSource to Provide Benefits Tech

by Jill Garrison | Jan 17, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM Stratovize Partners with PlanSource to Provide Benefits Tech Partnership pairs Stratovize’s unparalleled benefits expertise and exceptional service with leading technology for benefits shopping, enrollment, billing, compliance and administration...
OneDigital Minneapolis Selects PlanSource for Benefits Tech

OneDigital Minneapolis Selects PlanSource for Benefits Tech

by Jill Garrison | Dec 18, 2017 | Press Releases, Newsroom

RETURN TO NEWSROOM OneDigital Minneapolis Selects PlanSource for Benefits Tech Leading brokerage taps benefits and HR technology leader to offer customers a complete benefits experience Orlando, Fla. – December 18, 2017 – PlanSource, a leading provider of cloud-based...
PlanSource Selected as a Top 100 Company for Fifth Year

PlanSource Selected as a Top 100 Company for Fifth Year

by Jill Garrison | Aug 31, 2017 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Selected as a Top 100 Company for Fifth Year Orlando, FL. – August 31, 2017 – The Orlando Sentinel has recognized PlanSource, a leading provider of cloud-based benefits administration and HR technology, as a Top 100 Company for the fifth...
Eclipse 2017 Focus on a Better Benefits and HR Experience

Eclipse 2017 Focus on a Better Benefits and HR Experience

by Jill Garrison | Jul 20, 2017 | Press Releases, Newsroom

RETURN TO NEWSROOM Eclipse 2017 Focus on a Better Benefits and HR Experience Hundreds of HR professionals, insurance representatives, brokers and industry leaders convene for the company’s second annual HR and benefits conference Park City, Utah – July 20, 2016 –...
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