PlanSource offers sophisticated, easy-to-use benefits administration solutions to benefits professionals so that they can:

  • Increase sales
  • Reduce costs
  • Retain clients
  • Connect with carriers

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The Missing Piece You've Been Looking For...

PlanSource simplifies the buying, selling, and administering of employee benefits programs for small and medium-sized employers. Our solution brings together brokers, insurance providers, employers, and employees, by unifying data, managing benefit transactions, and educating employees through a self-service web site. Everything in one place, accessible 24 / 7 / 365, completely secure. Employee benefits administration doesn't get any easier.

Our Solutions... Fit Together

PlanAdvantage®

In partnership with a select group of top-tier insurance carriers, we bring a revolutionary solution designed to reduce the costs of providing employee benefits for small businesses by streamlining the insurance procurement and administration functions through a single, integrated platform.

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PlanSource Benefits Administration

Our state-of-the-art benefits administration platform automates all benefits transactions and connects with your insurance carriers. It is simple to install and cost effective to maintain.

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PlanSource HR

This robust, cost-effective benefits publishing tool is designed to equip benefits advisors with the latest content publishing technology to communicate comprehensive HR and benefits information to employees through a client-specific, branded benefits portal.

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HRAdvantage

We've integrated a comprehensive payroll offering with our benefits administration platform to become a leading provider in HR business process outsourcing. Real-time data exchange between these two applications increases efficiency and accuracy.

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