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      Empower your HR team with tools for seamless employee engagement
      v
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      Intuitive benefits communication capabilities for effective engagement
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      Simplify employee benefit choices while optimizing HR efficiency
      N
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      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
      
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      
      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
      
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      i
      HRA/FSA/HSA Administration
      Fully managed tax-advantaged benefit accounts to level up portfolios
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      
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      Empower smarter benefit decisions with robust decision support tool
      U
      EOI
      Automate complexities of EOI for time and improved experiences
      
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      
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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
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      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
      
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      
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      
      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
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      PlanSource Launches Sunglow Product Release

      PlanSource Launches Sunglow Product Release

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      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
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      
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      Unlock your full potential in a dynamic, forward-thinking organization
      
      Eclipse
      Check out latest updates on the top networking event of the year
      
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      z
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Lincoln Financial Group Partners with PlanSource

Lincoln Financial Group Partners with PlanSource

by Jill Garrison | Jun 4, 2020 | Press Releases, Newsroom

RETURN TO NEWSROOM Lincoln Financial Group Partners with PlanSource to Simplify the Benefits Experience through Boost Groundbreaking program aims to modernize benefits management, ease the administrative burden on HR teams and optimize benefits shopping Lincoln...
PlanSource Welcomes Alan Primeaux as COO

PlanSource Welcomes Alan Primeaux as COO

by Jill Garrison | Feb 18, 2020 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Welcomes Alan Primeaux as COO Transformational global software and services leader picked to head operations, support and services at leading benefits technology provider Orlando, Fla. – February 18, 2020 – PlanSource is thrilled...
PlanSource Marks 10-Year Anniversary with Rapid Growth

PlanSource Marks 10-Year Anniversary with Rapid Growth

by Jill Garrison | Feb 14, 2018 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Marks 10-Year Anniversary with Rapid Growth Robust increase in annual revenue, strategic acquisition, expanded partnerships, and product innovations for leading benefits technology provider Orlando, Fla. – February 14, 2018 – PlanSource,...
New HR Experience Headlines PlanSource Winter Release

New HR Experience Headlines PlanSource Winter Release

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

RETURN TO NEWSROOM New HR Experience Headlines PlanSource Winter Release Calypso software release offers customers a glimpse of a newly-redesigned HR user experience, plus enhancements to ACA solution, and new carrier EOI integrations Orlando, Fla. – December 21, 2018...
PlanSource Summer Product Release Features

PlanSource Summer Product Release Features

by Jill Garrison | Jun 23, 2020 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Summer Product Release Features New Boost Integrations, Streamlined Employee Experience and Guided Renewal Enhancements ORLANDO, Fla., June 23, 2020 (GLOBE NEWSWIRE) – PlanSource, a leading provider of cloud-based benefits...
PES Enrollments Partners with PlanSource Benefits Technology

PES Enrollments Partners with PlanSource Benefits Technology

by Jill Garrison | Jul 2, 2020 | Press Releases, Newsroom

RETURN TO NEWSROOM PES Enrollments Partners with PlanSource Benefits Technology Partnership provides seamless enrollment and benefits administration experience to PES clients Orlando, Fla. – July 2, 2020 – PlanSource announced today that it has been selected by PES...
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