
PLANSOURCE - Meet A Vendor
Shortlister hosted Jodi Gruber, Senior Vice President of Referral Sales at PlanSource to share how the PlanSource benefits management platform helps employers save time, reduce benefit costs, and maximize employee engagement.

CURRENT BENEFIT LANDSCAPE
Over 20 million people quit their jobs in the second half of 2021. As turnover rates sky-rocket, HR is constantly being asked to do more with less. As the competitive talent landscape increases, HR teams are not only experiencing extreme burnout due to increased admin work, but the “big quit” is affecting all fields – including human resources. Gone are the days of HR leaders being administrative workers – recruitment, engagement, and retention strategies need to be the #1 priority with the amount of change that is shaking the workforce.
ABOUT PLANSOURCE
PLANSOURCE BENEFITS SOFTWARE
With PlanSource end-to-end benefits software, you’ll spend less time managing ben admin tasks and more time doing what matters.
- Free up your HR team to focus on the bigger picture
- Spend less time worrying about compliance
- Help employees make smarter, more confident benefits decisions
- Reduction in HR benefits and recruitment costs
IQ SUITE
PlanSource is using AI/ML to deliver hyper-personalized experiences and greater HR efficiency.
- DecisionIQ - Prescriptive, AI-based decisions engine with an estimated 6x ROI for employers.
- DependentIQ - Instant, AI-powered eligibility verification that uses AI to automate 70% of the required documents for verification.
- InsightsIQ - Powerful benefit insights at your fingertips so you can identify trends and see how you compare to other organizations.

HOW PLANSOURCE BENEFITS HR TEAMS
PlanSource is loved and trusted by the world’s best HR teams because their benefits outsourcing allows HR teams to focus on attracting and retaining talent. It benefits HR teams by:
- Eliminating manual and time-consuming ben admin tasks;
- Maximizing the value employees get from their benefits;
- Getting you in the driver’s seat with oversight across your entire benefits program;
- Keeping benefits data secure and in sync.
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