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PlanSource HR is a robust, cost-effective benefits publishing tool designed to equip benefits advisors with the latest Internet-based content publishing technology so that they can communicate comprehensive HR information, summary plan comparisons, carrier links, FAQs, and life-event information to their clients' human resources departments and employees through a client-specific, branded benefits portal.

PlanSource HR is accessible via the Internet from work or home, day or night — empowering brokers with a more efficient way to communicate with your clients including:

Paperless Agency Information Management System

As a broker, you can create, store, manage, and retrieve all of your benefits-related documents and client communications in a personalized, secure online master library. The library stores benefit plan summaries, web links, contact lists, forms, and other documents for quick and easy deployment to communicate with a single client or across a book of business.

Customized Online Benefit Communications Portal

Within a few minutes, you can create employee self-service web sites containing customized benefit communications, including clients' logos, select documents from the online library, unique text, web links, and graphics.

While the need for some printed materials, phone calls, faxes, and face-to-face meetings will never be completely eliminated, you can significantly reduce inefficiencies and hassles by making PlanSource HR the foundation of your benefits communication strategy.