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PLANSOURCE for Employers

PLANSOURCE is a sophisticated online technology platform that streamlines and simplifies the benefits enrollment process for your employees and makes year-round benefits management a breeze.

View/download the Benefits Administration brochure

Simplify your business. Save time and money.

Let’s say your company has four different benefit providers and you need to implement a change. Without a benefits administration system, that change has to be submitted four separate times. With 300 employees, that’s upwards of 2,400 separate transactions per year between open enrollment, life event changes and employee turnover. With PLANSOURCE, each change is made only once, providing a 75% reduction in administration time, which translates into significant savings. More importantly, your HR staff is freed from tedious tasks to focus on more strategic HR issues, making your business thrive.


See for yourself:

Use our ROI calculator to see how much your company can save by using PLANSOURCE.

ROI Calculator

Why PLANSOURCE is a great solution for your business?

Decision support tools help employees:
  • Understand complex benefits terminology
  • Decide on the best benefits based on their needs
Platform accessible online 24/7
  • Allows employees to quickly review current benefit elections anytime
  • Employees can enroll from home with their family
Simplify annual enrollment
  • Enter personal information once
  • Effortless, paperless process
  • Communicate using multi-media tools (videos, images, links, etc.)
  • Display only eligible benefit options at employee cost
  • Automatically generate benefits enrollment confirmation emails
  • Admins get a real-time view of employee enrollment status/progress
Simplify ongoing benefits administration
  • Automate the management of benefit eligibility rules
  • Make life event changes once, not for each carrier
  • Process Evidence of Insurability (EOI) requests
  • Access to full history of all data transmitted to/from connected carriers
  • Active and historical enrollment reporting for easy bill reconciliation
  • Easily export all data into Excel format
A single source solution
  • Seamlessly communicate data between brokers, payroll systems, health plans, insurance carriers, COBRA providers, FSA’s, HSA’s and other benefit service providers, all from one system
  • Access and manage ALL benefits information from one source
  • Over 1,000 secure data feeds in place to electronically connect you to all your carriers
  • Transfer enrollment eligibility to carriers and other vendors from one source
Secure Data
  • SOC II audited platform – the best in security
  • Our rules-based logic for system configuration that fits your needs
  • Change themes and add your logo to make the system your own
  • Ability to create custom reports on demand
Close PlanSource: Benefits Only HRHQ: Benefits + Payroll
Call now for a live guided tour from a PlanSource specialist. (877) 735-0468.