by Jill Garrison | Apr 28, 2021 | Videos
Return to resources The Source Video: Two Trends in the Brokerage Space | Ryan Hawley Thanks again to our guest on The Source, Ryan Hawley from Lincoln Financial Group as they discuss two trends in the brokerage space, working from home, benefits technology and more....
by Jill Garrison | Apr 30, 2021 | Videos
Return to Resources Demo Video: HR Experience Demo (Mobile Version) The PlanSource experience for HR teams has been redesigned to be mobile friendly and accessible, and to streamline common tasks, consolidate information and improve usability. See the new experience...
by Jill Garrison | Apr 26, 2021 | Interactive
Return to resources Resource Download: Open Enrollment Communication Templates Increase employee awareness and engagement for your next OE period with these customizable email and text message templates. Our pre-built templates arm you with an entire pre, during and...
by Jill Garrison | Apr 26, 2021 | Interactive
Return to resources Resource Download: PlanSource OE Instructions for Employees It’s pretty easy for employees to get around in the PlanSource system. But just in case your employees need it, we’ve created a short guide that provides instructions on how to navigate...
by Jill Garrison | Mar 29, 2021 | Interactive
Return to resources Resource Download: Benefits Software RFP Template Make Sure You’re Making the Right Benefits Technology Decision Download our free Request for Proposal (RFP) template below to help your team or your clients select the right benefits software...
by Jill Garrison | Apr 22, 2021 | Webinars & Events
Critical Considerations for Selecting a Benefits Technology Provider View On Demand Return to resources About Benefits program success is a lot more than just the system you’re using. To truly set your organization up for long-term success, you need a benefits...
Recent Comments