When you support more than 150 independent schools under one trust, consistency is at the heart of everything you do. For Heather Gelting, Executive Director of PAISBOA, delivering a smooth, unified benefits experience across so many unique organizations meant finding a platform that could handle complexity without creating headaches.

For them, it was PlanSource. Having worked with the system from three different perspectives (at an individual school, as a Board member, and now leading the entire trust), Heather has seen firsthand how PlanSource scales effortlessly, adapts to change, and removes friction across the board.

“It’s like shopping on Amazon. It’s always easy, and never a source of frustration.” – Heather Gelting

What started as a move away from a clunky legacy system quickly evolved into a long-term partnership, enabling PAISBOA to modernize onboarding, centralize administration, and offer a seamless experience for every school, regardless of size.

What made the difference?

• Multi-employer support – One platform to manage 150+ independent schools with ease and consistency.
• Standardized onboarding programs – A unified process that simplifies setup for new schools and staff.
• Centralized billing + compliance – ACA, COBRA, and more in one place, with less hassle.

For Heather and the schools she supports, PlanSource is an indispensable part of delivering on their mission. Hear their story.