• 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
  • RESOURCES
    3 2
      FEATURED RESOURCE
      No results found.
      No results found.
      Resources

      By Type

      By Topic

      HR Discovery Center

      i
      All Resources
      
      Guides & Reports
      
      Webinars
      
      Blogs
      
      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 Emerges into Employee Engagement Category

      PlanSource Emerges into Employee Engagement Category

      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
  • 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
  • RESOURCES
    3 2
      FEATURED RESOURCE
      No results found.
      No results found.
      Resources

      By Type

      By Topic

      HR Discovery Center

      i
      All Resources
      
      Guides & Reports
      
      Webinars
      
      Blogs
      
      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 Emerges into Employee Engagement Category

      PlanSource Emerges into Employee Engagement Category

      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
Get Started

LOGIN

PRODUCT

Product Overview

PLATFORM

Platform Overview
Why PlanSource
Employee Engagement Solutions
Communications
Shopping
Enrollment
Billing
Compliance
Administration

SERVICES

Services Overview
Benefits Outsourcing
Employee Contact Center
Billing Reconciliation & Payment
COBRA Administration
HSA/FSA/HRA Administration
Dependent Verification
Custom Communications
ACA Add-On Services

SOLUTIONS

Solutions Overview

BY ROLE

Employers & HR
Brokers
Carriers
Resellers

BY AREA

Decision Support
EOI
Mobile
Data Visualization

CUSTOMERS

Customers Overview
Implementation
Customer Experience
Customer Resources
Product Releases

PARTNERS

Partners Overview
Boost
HCM
Partner Marketplace

RESOURCES

BY TYPE

All Resources
Blogs
Case Studies
Knowledge Base
Guides & Reports
Product Sheets
Videos
Webinars

BY TOPIC

Benefits Administration
Demos
Employee Communications
HR Efficiency
Industry Trends
Open Enrollment
Products & Services

COMPANY

Company Overview
About
Boost
Careers
Eclipse
Leadership
News

Contact
Login
Get a Demo
Growth on All Fronts Propels Banner Year for PlanSource

Growth on All Fronts Propels Banner Year for PlanSource

by Jill Garrison | Jan 26, 2016 | Press Releases, Newsroom

RETURN TO NEWSROOM Growth on All Fronts Propels Banner Year for PlanSource Rapid revenue growth, strategic acquisition, expanded partnerships, capital infusion, hiring frenzy and product innovations define 2015 for leading benefits technology provider Orlando, Fla. –...
NFP Adds PlanSource as Benefits Technology Partner

NFP Adds PlanSource as Benefits Technology Partner

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

RETURN TO NEWSROOM NFP Adds PlanSource as Benefits Technology Partner Leading insurance broker taps into PlanSource’s deep knowledge and expertise to provide clients with a robust and scalable benefits solution Orlando, Fla. – January 21, 2015 – PlanSource Inc.,...
PlanSource Partners with United Benefit Advisors

PlanSource Partners with United Benefit Advisors

by Jill Garrison | Sep 9, 2015 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Partners with United Benefit Advisors Partnership brings together the premier benefits advisory organization and leading benefits technology to provide employers with an unparalleled benefits experience and exceptional service....
PlanSource Raises $70 Million to Fuel Innovation in Benefits

PlanSource Raises $70 Million to Fuel Innovation in Benefits

by Jill Garrison | Aug 24, 2015 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Raises $70 Million to Fuel Innovation in Benefits Series C investment by Great Hill Partners will propel growth in sales, marketing and infrastructure PlanSource, a leading provider of cloud-based health exchange and benefits...
PlanSource Adds MetLife to its Distribution Platform

PlanSource Adds MetLife to its Distribution Platform

by Jill Garrison | Jun 23, 2015 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Adds MetLife to its Distribution Platform Addition of MetLife products expands benefits offerings for employers and creates a new way to reach and engage consumers PlanSource Inc., a leading provider of cloud-based health exchange and...
PlanSource Growing in all the Right Ways

PlanSource Growing in all the Right Ways

by Jill Garrison | May 27, 2015 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Growing in all the Right Ways Family-friendly policies and work environment lead to awards, high employee engagement and low turnover PlanSource Inc., a leading provider of cloud-based health exchange and benefits engagement technology,...
« Older Entries
Next Entries »

Recent Posts

  • Norton LifeLock
  • From Manual to Modern: How the Caddo Parish HR Team Won Time Back
  • Complementing SAP SuccessFactors: How Veritas Prime Enhances Benefits
  • The Fresh Market’s Experience with Seamless, Human-Centered Benefits
  • How The Fresh Market Elevated Their Employee Experience

Recent Comments

    Sign Up to Receive Newsletter Updates
    PlanSource World Headquarters:
    122 W. Pine Street, Suite 203, Orlando, FL 32801

    Privacy  | Cookie Policy |  Trust Center  |  Terms of Use

    Your Privacy Choices  Description

    Product
    Solutions
    Customers
    Resources
    Knowledge Base
    Partners
    Company
    Contact
    Customer Resources
    Insurance Carrier Integrations
    Partner Marketplace
    Careers
    Eclipse
    News
    Video Library
    • Follow
    • Follow
    • Follow
    • Follow
    • Follow
    © 2025 PlanSource Benefits Administration, Inc. All Rights Reserved.
    HR and Broker Support 877.549.8549 | Sales 877.999.1800