PlanSource

PlanSource simplifies benefits administration with automated workflows that eliminate manual tasks and paperwork. While implementation requires time and training, satisfied customers praise its ability to streamline benefits management. Overall, PlanSource's powerful reporting and AI-driven tools enhance the employee experience.

What Is PlanSource?

Overview

PlanSource is a cloud-based benefits administration and employee engagement platform that helps organizations simplify and optimize their benefits management process. It offers a comprehensive suite of solutions, including benefits enrollment, billing automation, decision support, communication tools and customized benefits programs. The software helps HR teams effectively tackle challenges like paperwork overload, impersonal benefits offerings, and difficulty accessing essential information and improving employee experience.

What Is PlanSource Best For?

The platform stands out for its benefits administration system, which can adapt to custom benefits systems or insurance exchanges. It is designed to automate redundant tasks, thereby eliminating physical paper trails and saving money and space. PlanSource organizes benefits configuration and enrollment by enforcing business rules during sign-up and throughout the year, ensuring employees apply for benefits tailored to their specific needs.

PlanSource Pricing

• Core Platform – Custom Pricing
• Core+ Platform – Custom Pricing
• PlanSource Premium – Custom Pricing

PlanSource Integrations

The software integrates with various carriers, including

• Aetna
• Prudential
• The Hartford
• Voya
• United Healthcare

How Does PlanSource Work?

Here is the guide to navigating the dashboard and utilizing the software's features once you have logged in:

• Go to the 'Products' section to view the benefits currently offered to employees
• Select 'Employees' to manage user accounts, where you can create or edit employee profiles, update personal information, and more
• Go to the 'Enrollment' tab to open or manage enrollment periods and set dates, assign tasks, and access enrollment forms and guides
• Review communications templates under 'Communications' and customize emails, letters, flyers and more to promote open enrollment
• Use tools under 'Administration' for ongoing tasks like billing, eligibility, compliance and COBRA administration
• Access resources by choosing the 'Resources' tab for help documents, training materials, release notes and more
• View reports and analytics under 'Data Visualization' to track enrollment stats, spending trends, participation rates and more

Who Is PlanSource For?

It caters to businesses of all sizes across different industries, including:

• Healthcare
• Telecommunications
• Transportation
• Construction
• Retail

Is PlanSource Right For You?

If you are looking for a customizable benefits administration solution, PlanSource might be the right choice. It streamlines complex benefits processes, offers personalized benefits communication, and provides valuable insights into the programs. The software is a top-rated platform that has received numerous industry awards for its capabilities and value. Well-known clients like Cigna, Guardian, Lincoln Financial Group, and MetLife rely on its technology and services to manage their benefits programs. Stringent security and compliance protocols ensure sensitive information remains private and organizations fulfill all reporting regulations.

If you are still unsure whether PlanSource is the ideal platform for your requirements, we are here to assist you. Contact us at (661) 384-7070, and we will help you make a well-informed decision.