PlanSource

Better Benefits Start Here.

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Overview

PlanSource provides a comprehensive benefits administration platform that helps businesses of all sizes manage their benefits programs more effectively. The platform includes tools for online enrollment, billing and reconciliation, and compliance, as well as a range of employee engagement features.

✨ Key Features

  • Benefits Administration
  • Online Enrollment
  • Billing & Reconciliation
  • Compliance
  • Employee Communications

🎯 Key Differentiators

  • Best-in-class user experience for both administrators and employees.
  • Extensive network of carrier and partner integrations.
  • Strong focus on innovation and continuous improvement.

Unique Value: PlanSource helps businesses create a better benefits experience for their employees with a modern and intuitive platform that simplifies enrollment, communication, and administration.

🎯 Use Cases (3)

Mid-sized to large businesses looking for a robust benefits administration platform. Companies that want to improve the employee benefits experience and increase engagement. Organizations that need to streamline their benefits administration and reduce costs.

✅ Best For

  • Enterprise benefits administration platform.
  • Integration with major HRIS and payroll systems.
  • Decision support tools and cost modeling for employees.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Very small businesses that may not need the full range of features offered by the platform.

🏆 Alternatives

Benefitfocus bswift Employee Navigator Ease

While many benefits platforms are focused on the administrative side of things, PlanSource puts the employee experience first, providing tools and resources that help employees make better decisions and get more value from their benefits.

💻 Platforms

Web iOS Android API

🔌 Integrations

Workday Oracle SAP ADP UKG

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type 2 ✓ SOC 2 Type 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: N/A

Visit PlanSource Website →