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](/products/plansource/reviews)

[

PlanSource

](/products/plansource/reviews)

(153)4.0/5

PlanSource is a benefits administration software platform built to simplify how people choose, use, and manage benefits. By combining modern technology, expert services, and purposeful innovation, PlanSource helps organizations simplify benefits administration while creating better experiences for employers and employees. Built on a modern, flexible infrastructure, PlanSource connects seamlessly across carriers, payroll providers, HR systems, and an extensive ecosystem of partners. Its benefits administration software automates complex administrative tasks, streamlines enrollment and ongoing benefits management, and provides the insight organizations need to manage costs, maintain compliance, and operate more efficiently. PlanSource takes an intentional approach to innovation, using AI where it creates meaningful value. Its AI-powered capabilities work behind the scenes to improve data accuracy, reduce friction, personalize experiences, and give employees the extra help they need during annual enrollment and throughout the year. This AI-forward, human-first approach creates smarter and more engaging benefits experiences while keeping people at the center of every interaction. At the heart of every PlanSource partnership is a team of experienced benefits professionals who provide strategic guidance, proactive service, and deep industry expertise. From implementation through ongoing administration, they help organizations navigate complexity, support employees, and adapt confidently to changing business needs. By combining flexible benefits administration software with expert partnership, PlanSource helps organizations improve outcomes while creating a better benefits experience for everyone involved. For organizations evaluating benefits administration software, PlanSource stands apart by making every stage of the experience easier—from implementation through ongoing administration. Whether implementing for the first time or switching benefits administration platforms, organizations benefit from a streamlined transition, hands-on expertise, and a platform that's simple to configure, manage, and optimize for annual enrollment year after year.

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Pinned by G2 as a common question

•

almost 3 years ago

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[
# What is PlanSource used for?
](/discussions/what-is-plansource-used-for)
What is PlanSource used for?

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)[

SAP Store Software

](https://www.g2.com/tags/sap-store-software)

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 (true)\<0\>0\>Upvotes (false)

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0 Comments

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•

over 6 years ago

Health and Safety

Health and Safety

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[
# We have several other software that we would like to Integrate with PlanSource. Could a PlanSource Rep contact me to discuss?
](/discussions/we-have-several-other-software-that-we-would-like-to-integrate-with-plansource-could-a-plansource-rep-contact-me-to-discuss)
We use several different platforms of software. It would be nice if PlanSource was able to "Link" to this other softwares directly to be more cost effective and save time.

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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 (true)\<0\>0\>Upvotes (false)

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1 Comment

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G2

Verified User

•

about 7 years ago

Posted by PlanSource

Posted by PlanSource

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[
# How does PlanSource partner with Insurance carriers?
](/discussions/how-does-plansource-partner-with-insurance-carriers)

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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 (true)\<0\>0\>Upvotes (false)

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1 Comment

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G2

Verified User in Financial Services

•

about 7 years ago

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[
# I would like to know more information about the Boost program
](/discussions/13408-i-would-like-to-know-more-information-about-the-boost-program)
Our technology platform has an API. However we are not in the insurance business. We help companies engage employees and improve their corporate social responsibility through employee payroll deduction.

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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 (true)\<0\>0\>Upvotes (false)

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0 Comments

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G2

Verified User

•

over 7 years ago

Posted by PlanSource

Posted by PlanSource

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[
# Broker Relationships
](/discussions/broker-relationships)

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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 (true)\<0\>0\>Upvotes (false)

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1 Comment

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G2

Verified User

•

over 7 years ago

Posted by PlanSource

Posted by PlanSource

More Options 
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[
# How do you put your customers first?
](/discussions/account-support)

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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 (true)\<0\>0\>Upvotes (false)

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1 Comment

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G2

Verified User

•

over 7 years ago

Posted by PlanSource

Posted by PlanSource

More Options 
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[
# Are you legally approved to operate as a TPA nationally?
](/discussions/tpa-services)

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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 (true)\<0\>0\>Upvotes (false)

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1 Comment

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G2

Verified User

•

over 7 years ago

Posted by PlanSource

Posted by PlanSource

More Options 
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[
# How many employees does PlanSource have?
](/discussions/about-plansource)

[

Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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 (true)\<0\>0\>Upvotes (false)

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1 Comment

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over 7 years ago

Posted by PlanSource

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[
# When was PlanSource founded?
](/discussions/company-history-d8f7c2a4-422a-4031-9632-67f63157d659)

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Benefits Administration Software

](https://www.g2.com/tags/benefits-administration-software)

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## Top Contributors in PlanSource

1

 ![Neil M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neil M.")
NM

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### [Neil M.](https://www.g2.com/users/1eb5f5a2-ce12-4ba9-9e30-ba7bc8cde9b9 "Neil M.")

Sr. Manager, Demand Generation

6 pts

2

 ![Jennifer O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer O.")
JO

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### [Jennifer O.](https://www.g2.com/users/0e8ede64-f9e9-4732-a422-535790716ad5 "Jennifer O.")

Senior Vice President, Director of Human Resources

1 pt

3

 ![Graham T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Graham T.")
GT

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### [Graham T.](https://www.g2.com/users/a26c2634-689e-4583-a696-44d41e6afb0e "Graham T.")

Chief Operations Officer

1 pt