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PlanSource delivers a menu of benefits administration and HR services to brokers, employers, and employees through an innovative suite of self-service tools and integrated functionality that are accessible online. As a result, brokers can help their clients both reduce costs and lessen administrative burdens.

Our solution also provides for simplified data exchange between key stakeholders in the business process including brokers, payroll systems, health plans, COBRA, FSA / HSA and other insurance providers. At a glance, we deliver the following capabilities to our customers...

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Brokers can:

• Generate quotes online for PlanSource's suite of benefit options.
• Set up new clients on the system in minutes.
• Customize the system to reinforce your own brand.
• Manage the benefits administration of your entire customer base through a single system.
• Create business management and statistical reports for analytics and insurance procurement.
• Identify new potential insurance sales opportunities by monitoring new hires, life events, and terminations.
• Post educational content to help employees better understand and appreciate their benefits.
• Reduce the administrative burden for you and your staff so you can concentrate on delivering high-value services and acquiring new customers.
• Access and manage benefits information 24 / 7

Employees can:

• Enroll and change benefits online, which eliminates the need to complete multiple forms.
• Have elections processed in real-time in accordance with your rules, which increases accuracy.
• Communicate elections electronically to insurance carriers and payroll, which reduces errors and frustrating coverage problems.
• Utilize a web site that is intuitive and easy to use.
• Better understand your benefits and make informed decisions with online benefit communication materials, which reduces the number of calls and questions directed to your human resources department.
• Access and manage benefits information 24 / 7

HR & Benefits Administrators can:

• Have your system set up and configured in just minutes.
• Maintain all employee data and benefit elections in a single system.
• Keep employees from enrolling in plans they are not eligible for or adding dependents who do not qualify for coverage.
• Save time and reduce errors because you no longer need to handle and chase multiple employee election forms and the rework associated with incomplete forms.
• Spend more time on other items when you no longer have to enter data multiple times into payroll, HRIS, or insurance carrier systems.
• Reduce errors and increase data accuracy.
• Rest assured because the advanced security model ensures only authorized users can access certain employee data and administrative functions.
• Benefit from an Ad Hoc Reporting Tool, which provides the ability to generate custom reports on demand.
• Easily upload employee communication materials to the web site for employees to access and view.
• Upload video feeds to provide a more robust and contemporary employee experience.
• Send messages and announcements to employees and / or strategic partners through the system.
• Receive system-generated notices that inform you of current issues so they can be managed proactively rather than reactively.
• Develop a schedule for managing employee benefits and communications through the Online Events Scheduler.
• Generate Payroll Deduction Reports, which reduces the need to manually input payroll deductions.
• Simplify or eliminate premium reconciliation by generating Consolidated Premium Bills online.
• Enjoy greater accuracy and timeliness because employee elections, changes, and terminations are communicated electronically to the carriers.
• Access and manage benefits information 24 / 7