PlanSource

Better Benefits Start Here.

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Overview

PlanSource provides a comprehensive benefits administration platform that helps businesses of all sizes manage their benefits programs more effectively. The platform includes tools for online enrollment, billing and reconciliation, and compliance, as well as a range of employee engagement features.

✨ Key Features

  • Benefits Administration
  • Online Enrollment
  • Billing & Reconciliation
  • Compliance
  • Employee Communications

🎯 Key Differentiators

  • Strong partnerships and integrations with HCM/payroll providers.
  • Intuitive employee shopping and enrollment experience.
  • Focus on technology-enabled services.

Unique Value: PlanSource combines industry-leading software with a vast partner network to provide a complete and integrated solution for benefits administration.

🎯 Use Cases (3)

Mid-sized to large businesses looking for a robust benefits administration platform. Companies that want to improve the employee benefits experience and increase engagement. Organizations that need to streamline their benefits administration and reduce costs.

✅ Best For

  • Enterprise benefits administration platform.
  • Integration with major HRIS and payroll systems.
  • Decision support tools and cost modeling for employees.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Very small businesses that may not need the full range of features offered by the platform.

🏆 Alternatives

Benefitfocus bswift Workday Employee Navigator

Compared to standalone HRIS systems, PlanSource offers deeper benefits functionality and a more consumer-friendly enrollment process, often integrating with the client's existing HRIS.

💻 Platforms

Web iOS Android API

🔌 Integrations

Workday Oracle SAP ADP UKG

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type 2 ✓ SOC 2 Type 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: N/A

Visit PlanSource Website →