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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.


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2024 Benefits Benchmark Report

We’ve identified the top 5 trends that are most impactful this year. Learn more as you prepare for Open Enrollment.

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Drive Employee Engagement with The Source

Watch how the Source increases engagement through an employer-branded mobile engagement platform.

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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