PlanSource is a multi-carrier benefits administration platform that supports benefits programs including both defined contribution and defined benefit models.

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Life Events: When an employee gets married, has a baby, or experiences some other life event, we make it easy and convenient for her to update her benefits and provide required documentation, and simple for HR professionals to review and approve this information.

New Hire Experience: A modern and mobile-friendly benefits shopping and enrollment process creates a great first impression for new hires. See how PlanSource helps new employees get off to a good start with a simple and intuitive benefits enrollment process.

Open Enrollment Experience: Open Enrollment is the Super Bowl of Benefits! See how PlanSource guides employees through the shopping and enrollment process.

PlanSource Mobile Experience: Employees expect to shop for benefits the same way they shop for anything else online. So we’ve developed an intuitive and mobile-friendly shopping experience that allows employees to enroll in benefits on any device, whether it is on a laptop, tablet or phone.

PlanSource Details Provided by: Neil M.

PlanSource Details Provided by: Neil Mammele, MBA

Marketing Director at PlanSource | Digital Marketing, Demand Generation & Sales Enablement professional.
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About PlanSource

PlanSource provides cloud-based benefits administration and human capital management solutions to consumers, employers, insurance brokers, consultancies, and insurance carriers in the United States. It offers a benefits administration platform that is customized by employers to support comprehensive benefits programs, including defined contribution and defined benefit models; solutions that bridge the gap between insurers and consumers with customizable storefronts that stock only carefully selected products from leading insurance carriers; and human resources software solutions, including payroll, talent, and workforce management solutions.

As part of the PlanSource commitment to Software + Service = the best experience, we also offer professional services range from developing custom communications for employees, administering health spending accounts and COBRA programs and performing mission-critical services that support the successful delivery of the employee benefits program.

How do you position yourself against your competitors?

Highly configurable system that can scale upmarket and down. We also are approved to operate as a TPA in all 50 states and have surrounding services that provide:
-Employee Contact Center
-Benefits Outsourcing
-Billing Reconciliation and Payment
-COBRA Administration
-HSA/FSA/HRA Administration
-Dependent Verification
-Employee Communications

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Orlando, FL
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