What do you like best?
PlanSource keeps investing in technology and advancement to offer their clients more services and options.
What do you dislike?
Sometimes, with all of the advancing technology, it feels like they're a little understaffed during peak times like open enrollment. Year-round the responses are fine, but in 4th quarter, there are sometimes delays and mistakes.
Recommendations to others considering the product
PlanSource is committed to internal investment in technology. I've seen a great deal of advancement from them in the last couple of years, and their roadmap of improvements is impressive and definitely pointed in the right direction.
What business problems are you solving with the product? What benefits have you realized?
We have a vast, remote workforce with high turnover, and we use PlanSource to communicate benefits information year-round and to administer a secure Open Enrollment environment. The security of our system has been solid, which is paramount these days. We also enjoy the ability to store plan documents on the system, and we've taken great advantage of the educational video content PlanSource offers.