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PlanSource

PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

Featured Solution

  • Billing Reconciliation & Payment

    Stressed out about billing? We’ve got you covered. From gathering monthly carrier bills, calculating self-reported totals, handling payments to insurance carriers, and resolving issues, PlanSource can manage your carrier billing end-to-end.

  • End-to-end benefits compliance

    Keeping up with complex and changing ACA requirements is a huge administrative burden for already over-extended HR teams. PlanSource helps ensure federal and state healthcare compliance with end-to-end automation for ACA measurement, form distribution and reporting to give your team peace of mind and lots of time back in their day.

  • Custom Employee Communications

    Send the right message to the right employees at the right time, and you will increase their awareness, understanding, and engagement with their benefits.

Featured Content

  • Partner Marketplace Trends and Tools

    We’ve complied the top tools to help you understand the latest trends and the options in the PlanSource Partner Marketplace.

  • 2023 Benefits Trends Report

    We’ve compiled the top 5 trends that have made the biggest splash this year and should be top of mind as you head into Open Enrollment and beyond.

Multimedia Center

  • PlanSource & SAP SuccessFactors

    SAP SuccessFactors Human Experience Management Suite offers individualized experiences and strategic solutions—with mobile self-services available anytime, anywhere that empower employees to reach their full potential.

  • HR Experience – ACA Reporting Demo

    With PlanSource, HR teams can automate and manage federal and state healthcare compliance and reporting. Assemble, preview and transmit required forms seamlessly to the IRS and state agencies, and to team members electronically or via paper.

Articles / Case Studies / Videos

  • Technology Delivers Added Value to Broker’s Wrap Around Services

    Reading time: 1 min

    Learn how Guardian’s Evidence of Insurability API with PlanSource yielded significant time savings for both the broker and customer. Both Single Sign-on and automated decision notification relieved the broker of tedious administrative tasks while increasing customer satisfaction with their benefits experience. Download this Case Study to learn more.

  • Clearway Energy Group Case Study

    Reading time: 1 min

    Thinking about implementing new benefits software, but worried about launching right before open enrollment? Read about Clearway Energy’s successful experience doing just that. Clearway Energy shared specific details with us about the most useful reporting features, employee integration and more. Learn about what challenges they faced, the solutions PlanSource provided and the overall results from…

  • The CORE Group Case Study

    Reading time: 1 min

    Since 2012, The CORE Group has worked with PlanSource to fully transition from paper to online benefits administration. Since then, The CORE Group has been able to continue scaling its business, offering a mobile-friendly benefits shopping experience and highly configurable benefits workflows. PlanSource saves HR an incredible amount of time, as they are now equipped…