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PlanSource Customer Experience
Our Customer Success organization gives you flexible service options and an entire team at your back to make sure you’re getting the most out of PlanSource every step of the way
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Investing in Your Continued Success
Stay up-to-date on what’s new with PlanSource and learn more about our latest products, partnerships and services.
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Driving Success at Every Step

Implementation & Onboarding

With a proven framework for implementation success, our Customer Launch Journey gets you set up and using the system quickly, so you can start seeing savings sooner.
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Customer Support Specialists

Talk to a real person. Our Customer Support specialists are based in the U.S. and have deep benefits and platform expertise to help with everything from troubleshooting to advanced technical questions.
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Ongoing Training & Enablement

Continually hone your skills with tons of training sessions, certifications and how-to courses that give new and current admin users everything they need to work more efficiently.
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JENN
"When looking for a software solution, we needed something that also has exceptional customer service. We didn’t have time to raise an issue and have it wait 2-3 days for a response. And now, we don’t have to."
JENNIFER GAW

Director of Human Resources, Dermalogica

Breatriz
“We value the relationship with the PlanSource Customer Success Team that allows us to work issues in a timely manner.”
BEATRIZ OSPINA

SHRM CP Benefits Specialist from The Fresh Market

LINDSAY
"The implementation team has been nothing shy of wonderful! Very responsive and helpful no matter how often we call them. :- ) They started our journey off better than we could have hoped for. "
LINDSAY SIMON

Director of HR, Thrive Restaurants Group

Jeff
“Working with PlanSource this open enrollment for Valley Presbyterian Hospital has been an excellent experience thus far. Our two customer success team members are super to work with and very knowledgeable.”
JEFF ADAMS

Partner at Preferred Partners Insurance Agency

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Investing in Customer Experiences
OE Customer Satisfaction 2022
2021: 3.0
Increase: +1.3
CES Overview Statistics
Goal: 3.5
Increase: +0.7
Get the Support You Want
Every team’s needs and comfort level are different. That’s why we offer 3 flexible service packages and the ability to upgrade to a higher-touch plan anytime you want. And all customers have access to a team of benefits experts who bring their experience working with thousands of HR teams to your business, to ensure your team is wildly successful.
CORE
Best for small-mid-sized customers with straightforward benefits and low complexity

Hands-On Benefits Administration

Experienced Service Team

Experienced Service Team

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CORE +
Ideal for medium-large customers that have more complex benefit needs and/or add-on services

Let Us Ease the Burden

Experienced Service Team

Experienced Service Team

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PREMIUM

Designed for large, complex customers that need a full team to provide a tailored, high-touch approach

Focus On What's Important

Experienced Service Team

Experienced Service Team

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