PlanSource
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
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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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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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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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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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