Platform Overview
Simplified employee benefits software
Explore our easy-to-use platform and innovative tools
Results That Matter
5 HOURS
Time saved per
employee each year
employee each year
$3,500/YEAR
Annual savings per
ineligible dependent
ineligible dependent
14% LIFT
Increase in overall voluntary
participation rate
participation rate
3 WEEKS
HR time saved at open
enrollment each year
enrollment each year
A Complete Employee Benefits Platform
Process Automation
Eliminate manual processes and hours of HR administration work with true end-to-end benefits automation.
Employee Engagement
Arm your employees with the personalized tools and resources they need to understand and appreciate their benefits.
Compliance Enforcement
Get peace of mind with tools that automate, simplify and ensure compliance for ACA, COBRA and company-specific benefits rules.
Cost Reduction
Optimize your benefits program ROI with tools that identify cost savings, enable better employee decisions and participation, and maximize HR efficiency.
System Integration
Keep costs down and productivity high with carrier, HCM, payroll and other integrations that keep all of your employee systems and benefits data in sync.
Constantly Innovating
Check out our releases page to see the latest enhancements and updates we’ve made to our platform
THE PLANSOURCE DIFFERENCE
Embrace effortless employee data and task management
We’ll handle your most complex business rules and benefits set ups, so you can automate everything and focus HR time anywhere else.
Enhance efficiency with AI/ML automation
Our IQ Suite simplifies decision support, dependent verification and data visualization to put time back in your day
Turn benefit choosers into benefit users
The Source, our mobile engagement platform, makes accessing benefits information, finding providers and more easier than ever
Creating wildly successful customers
With an impressive NPS score of +53, we thoroughly understand how to provide unwavering support for both you and your employees. From our thriving user community to our responsive call center, PlanSource has your back.
KEY FEATURES
Simplifying employee benefits
Spanning from the best benefits administration software to state-of-the-art engagement tools, our dedication to innovation places us above all the rest.
Employee Engagement
AI/ML Technology
Employee Management
The Source
Employee Engagement Platform
The Source brings HR communications, benefits details, enrollment, and other features together in a single, convenient location
Personalize+
Benefits Communication
The Source Personalize+ utilizes employee and claims data to deliver timely, tailored and effective messages right to your employees.
DecisionIQ
Effortless Decision Support
Utilizing AI-driven DecisionIQ, 100% of employees receive personalized benefit recommendations without any additional input on their part.
DependentIQ
Automated Dependent Verification
DependentIQ uses AI technology to automatically approve 98% of required verification documents to save you time and reduce risk.
Communication
Communication Solutions
Access tools that simplify the process of customizing, automating, and monitoring your communications.
AUTOMATION
Guided Renewal
Eliminate the middle-man with self-service guided renewal for an easier enrollment and administration experience.
Intuitive software for better results
Our team of experts is here to guide you through our innovative solutions, tailored to your unique needs. Whether you’re aiming to streamline administration, enhance engagement, or automate tasks, we’re ready to assist you every step of the way.