The cloud-based, on-demand technology company that is revolutionizing the way employee benefits, payroll, and HRIS solutions are bought, sold and managed.

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  • For Brokers
  • For Carriers
  • For Employers
  • For Employees
  • For Growth
  • For Healthcare Reform
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PlanSource helps employees discover and review benefit options with ease, as well as offer tools to help make complex benefit concepts and terminology simple. For Brokers, with the information and tools PlanSource provides, navigating the evolving landscape of healthcare becomes second nature.


PlanSource has streamlined the benefits enrollment process with an interactive and interconnected online application. Convenient anytime access. Helpful multimedia plug-ins. Customizable controls. It’s paperless. It’s effortless. And it’s just one of the many powerful ways PlanSource saves you time and hassle.


PlanSource gives you the powerful tools needed to access and manage benefits administration, payroll and HR from one source. Set up new clients with ease. Generate reports on demand. Apply changes across all carriers with one click. All with the confidence of knowing your data is protected by the most secure platform in its class (SOC 2 and SAS 70 Type II Certified).


From simplifying processes and identifying new revenue opportunities to expanding your service offerings to attract new prospects, PlanSource is designed to help your business grow. If partner carriers are utilized, there are little or no usage costs. And for our Certified Advantage Partners, there are additional revenue opportunities.

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Add HRHQ and get a full suite of powerful HR and payroll management tools to make managing HR data a breeze.

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PlanSource Advantage

Choose from one of our nationwide Carriers to receive PlanSource at a reduced rate.

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Close PlanSource: Benefits Only HRHQ: Benefits + Payroll
Call now for a live guided tour from a PlanSource specialist. (877) 735-0468.