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      
      Platform Overview
      Streamline benefits administration, engagement and other HR tasks
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      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
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      
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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
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      PlanSource Announces 13 New Partners Joining Partner Marketplace in Q3

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      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
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      Unlock your full potential in a dynamic, forward-thinking organization
      
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      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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      d
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      
      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 Acquires Next Generation Enrollment

PlanSource Acquires Next Generation Enrollment

by Jill Garrison | Jan 25, 2017 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Acquires Next Generation Enrollment Leading providers of benefits software and services unite to offer customers a complete benefits experience Orlando, Fla. – January 25, 2017 – PlanSource, a leading provider of cloud-based benefits and...
PlanSource Gains Ground in Partnerships and Product in 2016

PlanSource Gains Ground in Partnerships and Product in 2016

by Jill Garrison | Jan 23, 2017 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Gains Ground in Partnerships and Product in 2016 Continued growth, expanded partnerships and multiple product innovations lead to a strong year for leading benefits and HR technology provider Orlando, Fla. – January 23, 2017 – PlanSource,...
PlanSource Picked as a Top 100 Company for Fourth Year

PlanSource Picked as a Top 100 Company for Fourth Year

by Jill Garrison | Aug 22, 2016 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Picked as a Top 100 Company for Fourth Year Orlando, FL. – August 22, 2016 – PlanSource is pleased to announce that the Orlando Sentinel has recognized the company for the fourth consecutive year as a top 100 Company. The award was...
Eclipse Focuses on the Future of Benefits and HR

Eclipse Focuses on the Future of Benefits and HR

by Jill Garrison | Jul 21, 2016 | Press Releases, Newsroom

RETURN TO NEWSROOM Eclipse Focuses on the Future of Benefits and HR Leading provider of benefits and HCM technology unveils new consumer user experience, announces product enhancements, services and partnerships Park City, Utah – July 21, 2016 – PlanSource, a leading...
PlanSource and Ultimate Expand with Real-Time Integration

PlanSource and Ultimate Expand with Real-Time Integration

by Jill Garrison | Jul 14, 2016 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource and Ultimate Expand with Real-Time Integration Orlando, Fla. – July 14, 2016 – PlanSource announced today that it is expanding its partnership with Ultimate Software, a leading provider of human capital management (HCM) solutions in the...
Central Network Retail Group Wins with PlanSource

Central Network Retail Group Wins with PlanSource

by Jill Garrison | Jul 19, 2016 | Press Releases, Newsroom

RETURN TO NEWSROOM Central Network Retail Group Wins with PlanSource Confederation of home stores replaces multiple, incompatible human resources and benefits systems, gains visibility into all benefits, payroll and HR activities Orlando, Fla. – July 19, 2016 –...
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