PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud-based technology helps nearly 10,000 employers and 3.5 million consumers with benefits shopping, enrollment, billing, compliance and administration.
PlanSource stands apart in the market, for several reasons.
We work with employers of all shapes sizes – whether they are small, medium or large in size, or have workforces that are exempt, non-exempt or a combination of both.
We’re the most flexible system available, and able to handle any type of benefits program structure.
In addition to our expertise in benefits, we also offer a full suite of human capital management tools that can help employers manage their team’s payroll, talent and workforce management needs.
We also offer customized views for the employee, employer and broker – and also have established relationships with major insurance carriers.
And finally, we’re focused on great service. Our team – from the developers who build the system to the professionals in our services organization who help you use it, are dedicated to your success.
- ACA Reporting and Analytics
- Automated Notifications/Fulfillment
- Carrier Billing
- Carrier Reconciliation
- Case Management Tools
- COBRA Administration
- Data Integration
- Decision Support
- Dependents and Beneficiaries
- Direct Billing
- Eligibility Tracking
- Enrollment Reporting and Analytics
- Form Preparation/Distribution
- FSA Administration
- Hard-Copy Notifications/Fulfillment
- HRA Administration
- HSA Administration
- Imputed Income Calculations
- Incentive/Surcharge Administration
- Integrated EOI
- Integrated Video
- Mobile/Tablet Support
- Outsourced Service Center
- QMCSO Qualification/Administration