PlanSource Reviews & Product Details

Plansource has many features and is pretty customizable. Review collected by and hosted on G2.com.

I am not the biggest fan of the layout and design. The navigation is not as user friendly as it could be. Review collected by and hosted on G2.com.

Ever evolving platform that meet client needs Review collected by and hosted on G2.com.

The system is very robust so there is a lot to learn Review collected by and hosted on G2.com.

Plansource tells you exactly how much you're contributing per paycheck. At other companies I've worked at, W9s, benefits, payroll breakdowns all sat on different platforms. It was a pain in the butt. Now that we're using Plansource I can login and see ALL my contributions, deductions, and even Health ID cards! It's saved me in a pinch. Review collected by and hosted on G2.com.

I forget my username sometimes, and Plansource actually does not have an option to recover your username. You need to know the username of your account in order actually to reset your password, but I wish you were able to just verify via email or have two factor authentication. Luckily my Plansource admin was able to advise me of my username. Review collected by and hosted on G2.com.

The account management team is the best! Review collected by and hosted on G2.com.

The billing process is daunting, and we have had many errors in the billing in the first year. We also are constantly comparing our records to theirs to make sure they apply payments correctly. Review collected by and hosted on G2.com.

The website is easy to navigate. It does take some getting used to. Review collected by and hosted on G2.com.

The tickets are oddly named and not intuitive to find. Review collected by and hosted on G2.com.

The ease of access for users and admins. Review collected by and hosted on G2.com.

There have been a few issues with customer service working with employees—more of miscommunications. Review collected by and hosted on G2.com.

- The core of the system does work and integrates with other carriers as intended.

- It also has by far the fastest integration I've seen with Anthem. Review collected by and hosted on G2.com.

- Reporting system isn't very intuitive to create reports.

- Any upgrades have been focused on making UI prettier, but not more flexible or intuitive.

- There are many system limitations that do not allow you to set it exactly like you wanted. Review collected by and hosted on G2.com.

Super easy user friendly system, very easy to read and able to export details on your own. Review collected by and hosted on G2.com.

Not very certain why there mass staffing changes, but we would like to remain with the same account manager.

In the time the district has utilized PS we have had 4 :( Review collected by and hosted on G2.com.

The system is reliable, haven't seen anyone fall out in any enrollment so far. Review collected by and hosted on G2.com.

Internal Ops are pretty messy, have to work with new AMs pretty often. Review collected by and hosted on G2.com.

Software platform is excellent!

Stores data well. Review collected by and hosted on G2.com.

Customer Service needs improvement.

Otherwise good Review collected by and hosted on G2.com.