• 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
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      P
      ACA Add-On 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
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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
    3 2

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      
      Customers Overview
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      f
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      Greg Mercer Joins PlanSource as Chief Growth Officer

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      U
      Overview
      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
      About
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      
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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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      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
      Greg Mercer Joins PlanSource as Chief Growth Officer

      Greg Mercer Joins PlanSource as Chief Growth Officer

      Featured News, Press Releases, Newsroom
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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
      
      Careers
      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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      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 Partner Marketplace Experiences Meaningful Growth in Q2

PlanSource Partner Marketplace Experiences Meaningful Growth in Q2

by Jill Garrison | Jul 26, 2022 | Featured News, Press Releases

Return to Resources PlanSource Partner Marketplace Experiences Meaningful Growth in Q2 9 partners have been added to the Partner Marketplace to support HR teams in leveling up their benefits offering to employees ORLANDO, Fla. – July 26, 2022 – PlanSource, a leading...
PlanSource Partner Marketplace Experiences Meaningful Growth in Q2

PlanSource Sees Exponential Growth in Partner Marketplace in Q1

by Jill Garrison | May 5, 2022 | Featured News, Press Releases

RETURN TO NEWSROOM PlanSource Sees Exponential Growth in Partner Marketplace in Q1 18 new partners have been added to the Partner Marketplace to assist HR teams in leveling up their benefits offering ORLANDO, Fla. – May 5, 2022 – PlanSource, a leading provider of...
Ewan Auguste Joins PlanSource as Chief Marketing Officer

Ewan Auguste Joins PlanSource as Chief Marketing Officer

by Jill Garrison | Apr 21, 2022 | Featured News, Press Releases

RETURN TO NEWSROOM Ewan Auguste Joins PlanSource as Chief Marketing Officer Digital demand generation and marketing leader selected to lead global marketing for leading benefits technology provider ORLANDO, Fla. – April 21, 2022 – PlanSource is delighted to announce...
PlanSource Partner Marketplace Experiences Meaningful Growth in Q2

PlanSource Launches Sunglow Product Release

by Jill Garrison | Apr 14, 2022 | Featured News, Press Releases

RETURN TO NEWSROOM PlanSource Launches Product Release Focused on Providing Transparency for HR Leaders with New ROI Dashboards in the IQ Suite The Sunglow product release continues enhancements to the HR Admin & Employee experience, added ROI reporting for IQ...
Dave Firestone Joins PlanSource as Chief Revenue Officer

Dave Firestone Joins PlanSource as Chief Revenue Officer

by Jill Garrison | Jan 5, 2022 | Press Releases

RETURN TO NEWSROOM Dave Firestone Joins PlanSource as Chief Revenue Officer Seasoned sales and distribution executive selected to lead go-to-market organization at leading benefits technology provider. Orlando, Fla. – January 5, 2022 – PlanSource is delighted to...
PlanSource Partner Marketplace Experiences Meaningful Growth in Q2

PlanSource Welcomes Accolade to Partner Marketplace

by Jill Garrison | Dec 15, 2021 | Press Releases

RETURN TO NEWSROOM PlanSource Welcomes Accolade to Partner Marketplace Accolade brings benefits technology and healthcare navigation together to help every person live their healthiest life ORLANDO, Fla. – December 15, 2021 – PlanSource, a leading provider of...
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