PlanSource

What We Do.

PlanSource is a Software as a Service Provider (SaaS) that simplifies back office HR for employers with an array of integrated services including payroll, benefits administration, decision support, and HRMS technology. Our solutions are delivered through strategic broker partners who partner with PlanSource in order to increase their retention rates, revenue, and the overall value they bring to their customers.

With a comprehensive suite of services, PlanSource is able to bring together brokers, insurance providers, employers, and employees by unifying HR data, managing HR transactions, and educating employees through a self-service website available to all parties 24/7/365.

Recognition.

• Named Inc. Magazine 500 Fastest Growing Company, three consecutive years
• Awarded Inc. magazine’s 100 Fastest Growing Companies in Urban Areas
• 1 of 4 nominees for HRO Today’s 2011 Tektonic Awards for disruptive technology in the category of “Payroll & Benefits”
• Named one of the top 200 private companies in Florida, Florida Trend
• Named Top 10 National Outsourcing Firms 2007 – Black Book Mid-Market Human Resources Outsourcing (HRO) Rankings, an annual survey that ranks excellence in products and service among HROs with 500 to 5,000 worksite employees
• Featured by the Orlando Business Journal as one of The Golden 100 (Central Florida’s top 100 privately held companies) for four years
• Platform built on Ruby on Rails
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Meet Our Team.

Our leadership team is made up of respected industry veterans with a combined experience of over 100 years of senior management work in human resources, insurance and benefits administration. We’ve helped some of the biggest names in business solve their employee benefit problems. Now it’s your turn to benefit from our experience.

• Dayne Williams  CEO
• Scott Carver  President
• Shane Streufert  Chief Financial Offier
• Ryan Baldwin  Chief Technology Officer
• Carrie Norden, SPHR  EVP, Operations
• Richard Mann  SVP, PlanSource Advantage & Process Improvement
• Phillip Carollo  SVP, Sales – East Region
• Bill Wheeler  SVP, Sales – West Region
• Steve Kutina  VP, Sales
• Heather Raper  VP, HRHQ Operations
• Tom Clay  VP Operations, Benefits Administration
• Ryan Warnick   VP, Software Development 
• Jim Scott  Enterprise Operations Director
• Steve Colberg  Director, Marketing