A benefits administration and HR services solution.

About PlanSource

PlanSource provides a flexible cloud-based software and services platform for benefits shopping, enrollment, billing, compliance, and administration. The powerfully simple benefits management solution helps your organization better manage employee benefits and overall human capital. PlanSource has been used by employers, brokers, and carriers.

Video Overview

PlanSource Features

  • Benefits Administration: Automate processes, manage eligibility, enage employees, manage billing, ensure compliance, maintain control, stay in touch, and keep accurate records.
  • ACA Reporting: Multiple FEINs, payroll important, measure health care coverage, enact proper measurement periods, workflow management, employer reporting, employee reporting, and offers of coverage.
  • Human Capital Management: Robust HR that includes organizational planning, employee portals, and predictive analytics. Payroll includes complex wages, complete processing, and managed services. Talent and performance management includes applicant tracking, new hire onboarding, and performance management. Workforce management includes reporting, paycards, time and labor tracking, and retirement administration.
  • Communications: Create and schedule targeted, multi-channel communications campaigns that help you reach and engage remote workers while saving hours of HR admin time.
  • Shopping: Guide employees through the entire process, with helpful tools and content that let them compare and shop for benefits the same way they shop online for other items.
  • Enrollment: Streamlined workflows and real-time integrations deliver a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.
  • Compliance: Make sure your entire team stays compliant with federal and state ACA requirements, plus all of your unique eligibility rules and business workflows.
  • Billing: Generate consolidated self-bills and reconcile carrier bills based on carrier-specific billing rules and mid-month changes for greater efficiency and cost transparency.
  • Administration: Configure, manage and automatically enforce even the most complex benefit models, plans, workforce populations and more within one easy-to-use system.

Product Overview

User Reviews of PlanSource

★★★★★
★★★★★
Submitted on February 9th, 2022 by Tammy Valle from The Meruelo Group

Now, my HR team isn’t stressed. They’re able to leave at 5 o’clock, whereas before it was a never-ending struggle to get everything done and in on time.

★★★★★
★★★★★
Submitted on February 9th, 2022 by Jenn Gaw from Dermalogica

With PlanSource, I’m not worried at all anymore about open enrollment. I don’t need to lift a finger, and come the morning of the first day, I know it’ll just work.