• PRODUCT
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      Benefits Platform

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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
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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
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      Implementation
      We provide the support you need to ensure successful implementation
      f
      Customer Experience
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      i
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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
      Product

      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
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      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 Sees Exponential Growth in Partner Marketplace in Q1

      PlanSource Sees Exponential Growth in Partner Marketplace in Q1

      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 Selected Benefits Tech for Entertainment Partners

PlanSource Selected Benefits Tech for Entertainment Partners

by Jill Garrison | Feb 25, 2015 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Selected Benefits Tech for Entertainment Partners Orlando, FL – February 25, 2014 – PlanSource, a cloud-based provider of benefits administration, exchange, payroll, and HRIS solutions to employers, today announced that it has been...
PlanSource Closes Out 2014 with Expansion and Record Growth

PlanSource Closes Out 2014 with Expansion and Record Growth

by Jill Garrison | Jan 22, 2015 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Closes Out 2014 with Expansion and Record Growth Customers and Partners across Industries Embrace the PlanSource Benefits Engagement Platform ORLANDO, FL — January 22, 2015 — PlanSource, which provides the leading cloud-based health...
PlanSource Appoints Nancy Sansom as Chief Marketing Officer

PlanSource Appoints Nancy Sansom as Chief Marketing Officer

by Jill Garrison | Jan 13, 2015 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Appoints Nancy Sansom as Chief Marketing Officer Dynamic marketing and communications executive brings software leadership and high-growth SaaS experience to PlanSource Orlando, FL – Jan. 13, 2015 – PlanSource®, which provides the leading...
PlanSource Announces $12M Series B Investment

PlanSource Announces $12M Series B Investment

by Jill Garrison | Jan 9, 2014 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Announces $12M Series B Investment Orlando, FL – January 9, 2014 – PlanSource, a cloud-based, on-demand technology company that provides state-of-the-art benefits administration, insurance exchange, payroll, and HRIS solutions to...
PlanSource Announces $12 Million in Investments

PlanSource Announces $12 Million in Investments

by Jill Garrison | Jan 31, 2012 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Announces $12 Million in Investments Orlando, FL – January 31, 2012 – PlanSource Holdings, Inc., a cloud-based HR and healthcare SaaS technology company, has announced that it has received a $12 million investment led by Lemhi Ventures to...
Prudential Joins the PlanSource Advantage Partner Program

Prudential Joins the PlanSource Advantage Partner Program

by Jill Garrison | Jan 22, 2019 | Press Releases, Newsroom

RETURN TO NEWSROOM Prudential Joins the PlanSource Advantage Partner Program ​ Strategic partnership provides Prudential with a new distribution channel for multiple product lines in an online benefits platform Orlando, Fla. – January 22, 2019 – PlanSource, a leading...
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