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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

  • Streamlined User Experience with SAP SuccessFactors

    The PlanSource and SAP SuccessFactors partnership offers an enhanced shopping experience by consolidating benefit choices to one site and utilizing familiarity, personalization, and single sign-on. Not only is this streamlined experience conducive to employees, it also optimizes ROI by reducing HR’s workload and eliminating manual processes.

  • A Core Ben Admin Platform + Engagement Features

    PlanSource isn't just another benefits administration solution; it's a ‘benefits game-changer’ that prioritizes innovation and customer success. With PlanSource, you get employee engagement, communications management, decision support and a partner that grows with you supporting your needs as you focus on recruitment and retention of top talent.

  • Simplifying Employee Benefits

    Spanning from the best benefits administration software to state-of-the-art engagement tools, PlanSource has the right solution for you and your organization to maximize your benefits investment.

Featured Content

  • Reseller Solutions Guide

    PlanSource offers the best reseller program in the U.S. providing a powerful benefits technology solution providers can offer to their customers. Learn more in our guide.

  • 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

  • Why PlanSource & SAP SuccessFactors?

    Watch this animated video to hear how PlanSource and SAP SuccessFactors are enhancing the benefits experience, together.

  • HR Experience Demo

    Discover the seamless PlanSource experience tailored for HR teams. A mobile friendly solution that not only streamlines everyday HR tasks but also centralizes information for effortless accessibility and use. With PlanSource, HR teams have one technology platform to efficiently manage all aspects of their benefits program. See the experience in action in this five-minute video.

Articles / Case Studies / Videos

  • PlanSource + SAP SuccessFactors Technical Demo Video

    Watch this technical demo video to experience the seamless embedded PlanSource solution within SAP SuccessFactors.

  • Heinen Case Study

    Reading time: 1 min

    See the results of PlanSource’s customer, Heinen, a family-operated grocery and how they elevated its benefit management administration by leveraging our full suite of services. The company’s diverse workforce demands a complex benefits management process to meet their variety of needs, including mobile-friendly benefit communications to reach in-field employees who may not have access to…

  • Topco Case Study

    Reading time: 1 min

    Learn how PlanSource saved Topco’s HR team time by taking over and automating tedious benefits administration tasks so they could tackle more strategic initiatives. PlanSource improved the experiences for both the Topco HR team and employees through implementing the PlanSource contact center, eligibility management and the simplified access to Lincoln Financial Group’s and PlanSource’s automated…

  • 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…