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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

  • 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

  • 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…