Explore the Platform
Resources
Just what you were looking for

Free Educational Video Library

Browse 30+ free videos that break down complex benefits terms and concepts into short, easy-to-understand clips you can download and embed directly into the PlanSource platform.


Explore Video Library  Right arrow

Featured Resource

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

2022 Benefits Benchmark Report

Discover key benefits insights, trends and stats uncovered by analyzing enrollment data from 200M+ elections.

View Report  Right arrow

Demo Video: ACA Reporting

Take a tour of ACA Reporting tools in PlanSource to see how easy managing federal and state ACA compliance can be.

Play Video  Right arrow

Dependent Verification Savings Calculator

Dependent Verification Savings Calculator

HR Experience – Benefits Reporting Demo

HR Experience – Benefits Reporting Demo

HR Experience Demo (Mobile Version)

HR Experience Demo (Mobile Version)

Guardian Plan Configuration Integration

Guardian Plan Configuration Integration

PlanSource Portfolio: Software, Services & Customer Experience

PlanSource Portfolio: Software, Services & Customer Experience

Two Trends in the Brokerage Space | The Source: Ryan Hawley

Two Trends in the Brokerage Space | The Source: Ryan Hawley

PlanSource Fact Sheet

PlanSource Fact Sheet

Why PlanSource? Overview

Why PlanSource? Overview

PlanSource DependentIQ

PlanSource DependentIQ

HR Experience – ACA Reporting Demo

HR Experience – ACA Reporting Demo

Open Enrollment Communication Templates

Open Enrollment Communication Templates

PlanSource OE Instructions Template for Employees

PlanSource OE Instructions Template for Employees