What We Do We are a state-of-the-art benefits administration solution company that works with brokers to meet the needs of small and medium-sized businesses.

Benefits Administration Simplified

PlanSource works directly with brokers to provide outsourced benefits administration solutions to small and medium-sized businesses. Our technology is complemented by the ability to provision, implement, and administer a national network of health plan and benefit options, which are integrated with a suite of related human resources business services.

One of the key differentiating ingredients of our solution involves the deployment of a web-based, proprietary technology and marketplace platform, which is capable of delivering an unprecedented level of self-service functionality in the areas of benefits procurement, customer set up, employee decision support and ongoing administration. This state-of-the-art platform is simple and intuitive enough to enable brokers, employers, employees, or others to complete the implementation process without the customization and configuration requirements that have been the primary impediment to cost effectively serve the small and medium-sized market.

Medium-sized employers can realize considerable cost savings while improving administrative efficiency by utilizing PlanSource's end-to-end outsourcing solution, which is designed to accommodate the unique characteristics of the HR, payroll, and benefit programs offered by individual employers.

Smaller employers, on the other hand, have the option of accessing PlanSource's broad array of pre-established benefit options and administrative services, PlanSource Advantage, thus reducing overall benefits related costs and administrative burdens.

Our Solutions... Fit Together

PlanSource®

Benefits Administration Technology

Our state-of-the-art benefits administration platform automates all benefits transactions and connects with your insurance carriers. It is simple to install and cost effective to maintain.

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PlanSource Advantage

Carrier-Sponsored Benefits Administration Technology

In partnership with a select group of top-tier insurance carriers, we bring a revolutionary solution designed to reduce the costs of providing employee benefits for small businesses by streamlining the insurance procurement and administration functions through a single, integrated platform.

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PlanSource HR

Benefits Content Management System

This robust, cost-effective benefits publishing tool is designed to equip benefits advisors with the latest content publishing technology to communicate comprehensive HR and benefits information to employees through a client-specific, branded benefits portal.

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PayAdvantage HR

Integrated Benefits Administration, Payroll, and Content Management System

We've integrated a comprehensive payroll offering with our benefits administration platform to become a leading provider in HR business process outsourcing. Real-time data exchange between these two applications increases efficiency and accuracy.

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