PlanSource

PlanSource

3.8
(62)

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

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PlanSource Features

Benefits Administration Platform Features

Benefits Record Management

Track and manage employee benefits information and eligibility information within a centralized database.

87%
(Based on 47 reviews)

Enrollment Planning

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

86%
(Based on 45 reviews)

Third-Party Carrier Integration

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

79%
(Based on 41 reviews)

Document Management

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

87%
(Based on 33 reviews)

Total Compensation Statements

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

81%
(Based on 17 reviews)

Self-Service Portal

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

87%
(Based on 40 reviews)

Regulatory Compliance

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

86%
(Based on 33 reviews)

Benefits Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.

86%
(Based on 46 reviews)

Mobile Benefits Access

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

86%
(Based on 23 reviews)

Integrations / APIs

The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.

74%
(Based on 21 reviews)

Platform

Customization

Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

79%
(Based on 28 reviews)

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

75%
(Based on 25 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

81%
(Based on 17 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

84%
(Based on 38 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

82%
(Based on 38 reviews)

Mobile User Support

81%
(Based on 21 reviews)

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

81%
(Based on 38 reviews)

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

83%
(Based on 39 reviews)