PlanSource

Cost Savings, Reduced Administration, and More

PlanSource's approach to providing a simple, low-cost benefits procurement and administration solution to the small and medium-sized market is unique in a number of ways. Brokers and employers today must interact with multiple providers to procure, implement, communicate, and administer their benefit programs. PlanSource, on the other hand, provides a significantly more comprehensive solution by integrating these functions and electronically connecting all of the key stakeholders in the business process. The unique self-service tools require minimal customization or implementation support, providing for lower cost of administration and increased efficiency.

Everyone wins with the PlanSource solution...

Employers	Insurance Providers	Brokers/Agents/Third-Party Administrators
Benefits administration costs are reduced through automation & data management Employee satisfaction is increased by providing a simple tool and relevant educational content All employee data and benefit transactions can be managed from a single system Seamless integration with payroll Automated premium reconciliation and billing Relief from administration to focus on more strategic benefits & HR issues	Reduced administrative costs Self-service front end reduces client service costs Expanded distribution Increased data accuracy Improved premium collection and reconciliation	Homogeneous system provides complete self-service solution for procurement and enrollment Identify potential new insurance sales opportunities Increased client satisfaction & lower service costs Enhanced and simplified access to client data Self-service installation Client reporting and data analytics Private label capabilities provides opportunity for personalized branding

Built for the Broker