--- title: PlanSource Reviews meta_title: 'PlanSource Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 146 reviews by the users' company size, role or industry to find out how PlanSource works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 146 scale: '5' date_modified: '2026-07-12' parent_category: name: HR url: https://www.g2.com/categories/hr --- # PlanSource Reviews **Vendor:** PlanSource **Category:** [Benefits Administration Software](https://www.g2.com/categories/benefits-administration) **Average Rating:** 4.0/5.0 **Total Reviews:** 146 ## About PlanSource PlanSource is a U.S.-based benefits administration partner with more than 15 years of experience helping employers create simpler, more human benefits experiences. We work alongside reseller, broker, and carrier partners to remove friction from benefits administration while supporting the people behind the process. Our modern, flexible platform is built for what’s next. PlanSource supports the full benefits lifecycle—from setup and enrollment to eligibility and ongoing administration—while integrating seamlessly with HRIS, payroll, and carrier systems. Automation and AI work quietly in the background to keep data accurate, reduce manual effort, and keep complexity out of sight. At our core, we believe benefits should be effortless. With technology designed for real people, experts who challenge what’s always been done, and service that never settles, PlanSource helps HR teams spend less time managing benefits and more time supporting their employees. ## PlanSource Reviews ### 1. Great, personable service **Rating:** 5.0/5.0 stars **Reviewed by:** Erin S. | Manager of Client Services, Medical Practice, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2018 **What do you like best about PlanSource?** Whenever there is an issue I get great service and typically several responses same day. During a larger issues I had several team members of various ranks reach out and assist me until we were able to resolve the conflict. **What do you dislike about PlanSource?** Sales team is sometimes hard to get a hold of and there are often billing issues that need to be resolved. **What problems is PlanSource solving and how is that benefiting you?** No more paper apps, being able to offer client several lines of coverage that can all be housed under one roof. ### 2. Good products with a few quirks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** My favorite part about PlanSource is the interaction with the carriers and how easy it is for employees to log-in and make changes. The interaction w/ most of the workers has been pleasant as well. **What do you dislike about PlanSource?** The billing - The price is very fair however, they way they bill you creates extra work for the ones who have to keep track of it. Also, when going "live" make sure it is immediate as while they are building your site, they are charging you your monthly fees on top of the implementation fees. **Recommendations to others considering PlanSource:** see comments above on the billing aspect. Also, go first of the year and make sure your contract does charge you before the product is active. **What problems is PlanSource solving and how is that benefiting you?** solving the issues of having to upload benefits to multiple carriers. This is generally a one stop shop. ### 3. Very difficult to navigate menus **Rating:** 1.0/5.0 stars **Reviewed by:** Jaime D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2018 **What do you like best about PlanSource?** Can search for an employee easily. I don't have any other positives. **What do you dislike about PlanSource?** Cannot add, term, or update dependents easily. Menus are very hard to navigate, and there are rules around when and how you can do something, making going back to fix things very hard. Also can't do billing, or order ID cards from this site, so logging into multiple sites to do things is not very efficient. And we have a feed that goes from our internal database to Anthem, yet we still have to log in to update plan source on any changes, so whats the point of the auto feed?! **What problems is PlanSource solving and how is that benefiting you?** None, its redundant work. ### 4. KG Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly G. | QA Analyst/ Automation Specialist, Research, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2018 **What do you like best about PlanSource?** How user-friendly the system is and how easy is to navigate. Also, i enjoy the customer service: Jasmine, Chris, Yasmar, Janais are the people I have the most contact with and they are phenomenal. **What do you dislike about PlanSource?** i think the benefits can be confusion sometimes. When adding a new life event. I always call suport for help. **What problems is PlanSource solving and how is that benefiting you?** Document acknowledgement - payroll - PTO - reports ### 5. Good System! **Rating:** 3.5/5.0 stars **Reviewed by:** Melanie G. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** Easy to navigate. Good home page and relatively intutitive **What do you dislike about PlanSource?** Fields in the "hire an employee" are too cumbersome. The home page looks great, but the system is too "squished" on the second page. **What problems is PlanSource solving and how is that benefiting you?** Easy to navigate for our employees and gives them the ability to sign in themselves to make their own selection for benefits plans vs. a paper based form which opens up the process to errors. ### 6. Convenient and Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Kristy D. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** I appreciate that I can log in from home, work, vacation, on my phone or anywhere I can get an internet connection. **What do you dislike about PlanSource?** Reporting is cumbersome sometimes - however, I have noticed that it is getting much better. **Recommendations to others considering PlanSource:** Make sure it uploads with the carriers you are using for your benefits. **What problems is PlanSource solving and how is that benefiting you?** We use it for our online benefit enrollment - for all of our benefit needs. ### 7. Satisfied with PlanSource **Rating:** 4.5/5.0 stars **Reviewed by:** natasha v. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2018 **What do you like best about PlanSource?** It is easy to use and navigate. The trainings they conducted were very helpful. **What do you dislike about PlanSource?** I sometimes have trouble with people getting back to me via email although the hotline number has proven very helpful. **What problems is PlanSource solving and how is that benefiting you?** We've saved time and paper. Plus it keeps everything organized. ### 8. Learning process **Rating:** 2.0/5.0 stars **Reviewed by:** Jessica W. | Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2018 **What do you like best about PlanSource?** I like the reporting features the best, I am able to customize them and get very detailed reports. **What do you dislike about PlanSource?** I dislike the payroll deduction file, only because we are so unique and had to come up with a custom file that we still have trouble with. **What problems is PlanSource solving and how is that benefiting you?** ACA services, Cobra reporting and adding deductions with an import vs manually adding them. ### 9. PlanSource is on the leading edge of HCM and Benefit technology **Rating:** 5.0/5.0 stars **Reviewed by:** Michael T. | Director Of Human Resources, Enterprise (> 1000 emp.) **Reviewed Date:** September 29, 2017 **What do you like best about PlanSource?** My company and PlanSource are longtime partners in business. Not only does PS provide great tools for businesses and HR professionals, but they also follow it up with their support teams. **What do you dislike about PlanSource?** There are not to many things I can say I dislike. Since they are always evolving their benefits and HCM technology, there are one off situations where report calculations be skewed or a specific piece of a platform is not active and working. This issues are typically resolved by the PS team promptly. **What problems is PlanSource solving and how is that benefiting you?** Being a long time partner with PlanSource, we have been somewhat of a guinea pig for many of the products they now offer. Seeing some of the tools from first use to the final and delivered product is impressive. ### 10. PlanSource Review **Rating:** 3.5/5.0 stars **Reviewed by:** Kristen S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2018 **What do you like best about PlanSource?** The capability of being able to create reports on your own. The platform is user friendly and allows the employer to complete a lot of information on their own. **What do you dislike about PlanSource?** I have heard that it is confusing to employees to use, so it may not be as user friendly/clear on their end. **What problems is PlanSource solving and how is that benefiting you?** Running various employee and financial reports. ### 11. Good looking software - frustrating customer service **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2018 **What do you like best about PlanSource?** I like the software. It is easy to navigate on the admin side. **What do you dislike about PlanSource?** Customer service is difficult at times.. They are not fast to respond. **Recommendations to others considering PlanSource:** I think they are trying to fix the customer service issue but beware of the promises. They are not there yet. **What problems is PlanSource solving and how is that benefiting you?** Benefit Administration. More time for other projects. ### 12. PlanSource benefits administration software review **Rating:** 4.5/5.0 stars **Reviewed by:** Scott S. | Director of Human Resources, Transportation/Trucking/Railroad, Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2018 **What do you like best about PlanSource?** They continue to improve the software with frequent releases/updates (4 per year). Very good service. Employees seem to be passionate about delivering a great product and service to us and our employees. **What do you dislike about PlanSource?** Initial integration was a little bumpy, but we were partially responsible for that at my company. **What problems is PlanSource solving and how is that benefiting you?** Helped us move from paper based benefits enrollment to a modern, online platform. Has helped us comply with the ACA, submit 1095 and 1094 forms, etc. Better experience for our employees when enrolling in benefits. ### 13. Plansource HRIS Review **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley R. | Senior HR Generalist, Retail, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about PlanSource?** Systme layout and accessibility. User friendly. **What do you dislike about PlanSource?** Issues with implementation and initial setup that are still trying to be corrected. **What problems is PlanSource solving and how is that benefiting you?** Applicant Tracking and Onboarding have drastically decreased in our time volume. ### 14. PlanSource helps us with our onboarding process **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about PlanSource?** I really enjoy how easy Plansource is to use. It prevents me from logging into multiple websites or accounts to see all of my work related information. I can access my time off, benefits, past records, employment history, etc. **What do you dislike about PlanSource?** I wish the site was more user friendly. While the tool is great and I enjoy Plansource, the site is not the most intuitive to navigate. It took some learning for me. **Recommendations to others considering PlanSource:** Once you figure out where to find everything, it is great having all of your information in one place. The website, however, is hard to navigate when you first adapt it. **What problems is PlanSource solving and how is that benefiting you?** Plansource has helped our HR team onboard new employees with ease, and likewise, it has helped current employees access all of their important work related information all in one spot. ### 15. benefits account manager **Rating:** 4.5/5.0 stars **Reviewed by:** maritza a. | Enterprise (> 1000 emp.) **Reviewed Date:** May 31, 2018 **What do you like best about PlanSource?** some representative know exactly what to do **What do you dislike about PlanSource?** some people are not as savvy as others and some take longer to help when we call in customer service **What problems is PlanSource solving and how is that benefiting you?** medical dental vision life. ### 16. Control in the HR department **Rating:** 4.0/5.0 stars **Reviewed by:** Jhoel M. | Coord. Planificacion y abastecimiento, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about PlanSource?** This program is very interesting for human talent area planning. We use it for our plant and it offers us several advantages that others do not have. The management of time in human resources is of vital importance, PLANSOURCE has helped us achieve objectives. **What do you dislike about PlanSource?** As I mentioned above, it is an innovative and modern program, we are applying its modules. In our case, we are working on the implementation in the warehouse area and we expect results. **Recommendations to others considering PlanSource:** Your reports are easy to use and contain extensive information. **What problems is PlanSource solving and how is that benefiting you?** Planning of all plant personnel. ### 17. Great! **Rating:** 4.0/5.0 stars **Reviewed by:** Mila P. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about PlanSource?** Easy to use, very user friendly. Running reports is easy and CS is great! **What do you dislike about PlanSource?** Outdated system, user interface can be updated **What problems is PlanSource solving and how is that benefiting you?** ACA ### 18. Functionality is good, layout could be more streamlined **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** The ACA compliance portion of the system is well-thought out. **What do you dislike about PlanSource?** The navigation of the site overall, is not very user friendly. There are many, many links and tabs on the homepage making it nearly impossible to get to what you need. **What problems is PlanSource solving and how is that benefiting you?** Benefits enrollment, FSA management, ACA compliance. Benefits realized thus far are being able to easily pull a report. ### 19. Sr Benefits Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Debbie W. | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about PlanSource?** Ease of use- site is intuitive for employees **What do you dislike about PlanSource?** I would like better reporting and be able to set my own dates. Past 30 days, 60 days, etc., is not good enough for me. I like to use specific dates. **What problems is PlanSource solving and how is that benefiting you?** Invoice and billing reconciliations; enrollments, terminations.- less administrative work for Benefits Team. ### 20. Human Resources Generalist - Benefits Administrator **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2018 **What do you like best about PlanSource?** The ease of navigating the system and the reporting tools **What do you dislike about PlanSource?** I think it would be helpful if there were a reminder of some sort to approve life events. Once the life event is created, sometimes I forget to go to the home page to approve it. **What problems is PlanSource solving and how is that benefiting you?** PlanSource is easier to use than carrier admin systems so it has reduced the time it takes to do enrollments and make changes. ### 21. PlanSource Used to be Amazing, Now Not So Much **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2018 **What do you like best about PlanSource?** Nothing. I had previously written a review where I raved about their systems but in the 3 years since their entire platform has gone downhill. **What do you dislike about PlanSource?** The system itself is okay but their customer support is horrible. They handle benefits , COBRA, and FSA administration for our company **Recommendations to others considering PlanSource:** PlanSource is the third benefits portal I have used in my career and is by far the most user friendly, but the people at PlanSource are really what makes the system the best! **What problems is PlanSource solving and how is that benefiting you?** The benefits enrollments process is so streamlined now! We have employees all over the country so it's terribly convenient that they can handle their enrollments online. The enrollment feeds directly to the carriers save so much time too! ### 22. Easy to use portal **Rating:** 3.5/5.0 stars **Reviewed by:** Angelique H. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about PlanSource?** I've only been an end user of this software, but in speaking with former HR managers, it is just as easy to use on the front end **What do you dislike about PlanSource?** In comparison to other payroll or benefits provider portals, nothing! It's super easy! **Recommendations to others considering PlanSource:** I'd say compare it to your seperate payroll and benefits end user software.. You'll be pleasantly surprised **What problems is PlanSource solving and how is that benefiting you?** It's collaborative in nature - for large or small companies - its a one stop shop ### 23. Human Resources **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Machinery | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about PlanSource?** That everything is under one platform for simplification. **What do you dislike about PlanSource?** Too many avenues for finding helpful material. **Recommendations to others considering PlanSource:** Robust program, contained under one umbrella, but disappointed in the implementation process. **What problems is PlanSource solving and how is that benefiting you?** Time and Labor continues to have outstanding issues. The flow with one platform is great. ### 24. Learning curve. **Rating:** 3.5/5.0 stars **Reviewed by:** Flor B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** The audits, the system is really good about auditing all of our employer data. **What do you dislike about PlanSource?** Not very conducive to plans that are not part of the calendar year, it confuses our employees with things like HSA/FSA. **What problems is PlanSource solving and how is that benefiting you?** Our employees can elect benefits and update any life events. ### 25. Looking for smallbusiness benefits administration platform **Rating:** 4.0/5.0 stars **Reviewed by:** Ron S. | Head Coach, Sports, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2018 **What do you like best about PlanSource?** PlanSource can manage all of my employee benefits needs, and I can manage them on my end all from their mobile website **What do you dislike about PlanSource?** Right now nothing; I’m still learning the capabilities and functions of the website **What problems is PlanSource solving and how is that benefiting you?** Looking for health coverage benefits form my small benefits and my goal is to find one stop shopping. On the sirface it looks as if PlanSource can cover all of my needs. ### 26. Plansource was easy to use and made the job a bit less stressful **Rating:** 3.5/5.0 stars **Reviewed by:** Adam T. | Store Manager, Wireless, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2018 **What do you like best about PlanSource?** Easy to use software. Great for hr data. **What do you dislike about PlanSource?** Automatically logs you out when you are using it at times. **Recommendations to others considering PlanSource:** Find someone that can guide you through using it the first time. **What problems is PlanSource solving and how is that benefiting you?** Keeping track and data. It is very easy to find what you have stored and it is user friendly even for rookie users. Not much of a learning curve to pick it up. ### 27. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy A. | Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** Plansource takes all the worries of setup and implementation off our the clients plate. **What do you dislike about PlanSource?** plansource has absolutely helped us with everything and completed all requests. Setup is time consuming, but that is part of the integration! **What problems is PlanSource solving and how is that benefiting you?** Time management ### 28. Inconsistent performance **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about PlanSource?** navigation ease, single point of enrollment **What do you dislike about PlanSource?** poor support, lots of errors in implementation and annual updates **Recommendations to others considering PlanSource:** Make sure that the implementation team captures your requirements **What problems is PlanSource solving and how is that benefiting you?** one stop benefit enrollment and automation ### 29. PlanSource provides great customer service and solves problems quickly. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2018 **What do you like best about PlanSource?** I enjoy the team of employees who are assigned to our district. They are friendly and knowledgeable about our files and can quickly work to solve issues. **What do you dislike about PlanSource?** I can truly say that any issues I have had while using PlanSource my team of representatives have helped me solve in a timely manner. I have no problems to list here. **Recommendations to others considering PlanSource:** Highly recommended. **What problems is PlanSource solving and how is that benefiting you?** They manage our employee's premium payments for insurance benefits including medical, dental, vision, critical illness, term life insurance, disability, accident, and legal services that involve four insurance companies billing. ### 30. Plan Source gets the job done! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about PlanSource?** User friendly and easy of navigation. It flows right from on plan to the next seamlessly. I like having immediate access to make changes. I like the document library and having access to benefit plan documents. **What do you dislike about PlanSource?** When employee status changes some times the system will prompt employees to complete an EOI. **What problems is PlanSource solving and how is that benefiting you?** efficiency. Minimal work for Employer ### 31. A great program for time clock, w2, etc **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about PlanSource?** Access to tax information. Ease of use. Simple software. Clock in clock out view pay stubs view time view breaks. View pto. **What do you dislike about PlanSource?** Clocking in takes a couple of minutes. There isn’t much to dislike. It’s a great software. **What problems is PlanSource solving and how is that benefiting you?** Clocking in employees and giving them access to their benefits, PTO, w2, etc ### 32. Good benefits site - very user friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Public Safety | Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2018 **What do you like best about PlanSource?** Tram Lozano and Kim Tapia are awesome account reps **What do you dislike about PlanSource?** programming is nor sophisticated enough to accommodate for our complex business model **What problems is PlanSource solving and how is that benefiting you?** employee enrollment. no paper forms ### 33. He director **Rating:** 0.0/5.0 stars **Reviewed by:** Peggy M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about PlanSource?** Employee on line service Automated requests **What do you dislike about PlanSource?** Not user friendly. Hard to create reports **Recommendations to others considering PlanSource:** He thriurogh trainIng **What problems is PlanSource solving and how is that benefiting you?** Need better reporting ### 34. Human Resources Coordinator **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** One stop shop for all HR and Group Benefit needs **What do you dislike about PlanSource?** Administration screen could be more user friendly and there shouldn't be so much daily/weekly/monthly reporting required by the Employer. **What problems is PlanSource solving and how is that benefiting you?** Open Enrollment was a nightmare. Way too many forms, this is much easier. ### 35. Straightforward Benefits Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about PlanSource?** Easy to use and understand, to navigate. Plenty of places to include important documents, etc. **What do you dislike about PlanSource?** It could use a visual/layout update for aesthetic value -- looks to be about 3-4 years old. Kind of clunky interface. **What problems is PlanSource solving and how is that benefiting you?** Benefits administration and enrollment. Storage of benefits documents. ### 36. Great system, efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** Very easy system to use, customer service excellent **What do you dislike about PlanSource?** Nothing too much, easy system to get around **What problems is PlanSource solving and how is that benefiting you?** Reporting for ACA ### 37. Plansource makes enrollment a breeze. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2018 **What do you like best about PlanSource?** Ease of use for both employees and the employers administrative staff **What do you dislike about PlanSource?** Not much to dislike. Lead time needed to implement from the beginning was a bit long. **What problems is PlanSource solving and how is that benefiting you?** Easy employee enrollment ### 38. Used for Insurance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Enterprise (> 1000 emp.) **Reviewed Date:** January 21, 2018 **What do you like best about PlanSource?** Easy to understand. Walks you through all necessary steps **What do you dislike about PlanSource?** Plan details were downloadable but did not help me understand **What problems is PlanSource solving and how is that benefiting you?** Using to process insurance plans. Easy access and step by step ### 39. PlanSource **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Plastics | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2018 **What do you like best about PlanSource?** Customer support, personal touch, feels like PlanSource is part of our organization **What do you dislike about PlanSource?** Nothing at the moment, I feel that PlanSource meets all of our current Ben Admin needs **What problems is PlanSource solving and how is that benefiting you?** Benefits enrollment efficiency. Ease of use for our employees. ### 40. PlanSource is AMAZING **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about PlanSource?** I love how you can add your Dental and Medical cards in the app! **What do you dislike about PlanSource?** I do not dislike the app. It is really great. **What problems is PlanSource solving and how is that benefiting you?** It is accessible or all staff members, and they can use it anywhere. It allows us to be more efficient as an organization. They can access their benefits through the app. ### 41. Human Resource Manager **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2018 **What do you like best about PlanSource?** The platform and the ability to have payroll, benefits, COBRA, time-sheets etc all inter related. **What do you dislike about PlanSource?** The disconnect between those same departments in having everything run seamless. **What problems is PlanSource solving and how is that benefiting you?** Electronic system for HRIS, payroll, benefits, etc. ### 42. Plansource is great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2018 **What do you like best about PlanSource?** I really like plansource. It’s user friendly and easy to use. **What do you dislike about PlanSource?** The interface could be a little better but nothing mmajor. **Recommendations to others considering PlanSource:** Definitely try it out! **What problems is PlanSource solving and how is that benefiting you?** This is used for HR and benefits for the employees of the company. ### 43. PlanSource **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2018 **What do you like best about PlanSource?** What I like best about PlanSource is how easy this program is to use. **What do you dislike about PlanSource?** I honestly don't dislike anything about PlanSource. **What problems is PlanSource solving and how is that benefiting you?** I haven't realized any benefits yet with PlanSource because I just started using this program. ### 44. PlanSource Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about PlanSource?** Customization, Benefits Selection, HR Onboarding **What do you dislike about PlanSource?** Cannot fully create the product ourselves **What problems is PlanSource solving and how is that benefiting you?** Employees can choose their own benefits online - by plus! ### 45. Excellent Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Teresa B. | Vice President, Human Resources & Administration, Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2016 **What do you like best about PlanSource?** Plan Source has saved me countless hours by integrating with so many of our benefit carriers I highly recommend! It is so easy that any one can learn and the self service portal for employees is a god-send. **What do you dislike about PlanSource?** Nothing - everything is great about this product. Implementation was easy, open enrollment of benefit elections is so much easier and record-keeping is very much appreciated. **Recommendations to others considering PlanSource:** Don't hesitate! You will find this product is easy to use and well worth the benefits. **What problems is PlanSource solving and how is that benefiting you?** Time constrains and human errors. Time savings and self service. The cost of the product is low compared to the benefits of using the software. ### 46. PlanSource is a total disaster. **Rating:** 0.0/5.0 stars **Reviewed by:** David B. | Human Resources Manager, Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2016 **What do you like best about PlanSource?** The online interface is easy to use and intuitive. **What do you dislike about PlanSource?** In 2015, PlanSource failed to enroll our entire workforce in new plan year benefits due to employee quitting and abandoning our account. When employees started calling because their doctors and dentists were telling them they had no coverage, PlanSource took four months to fix the problem. 2-3 weeks would go by without a response from their customer service group. Our case was "escalated" and the Account Manager and VP assigned to us were unbelievably ineffective and incompetent. In 30 years of HR administration this was by far the worst experience I've had with any HRIS system or consulting company. In the subsequent year they cancelled everyone's dental insurance! We have been with them of 1 1/2 years and are just waiting for our contract to expire. **Recommendations to others considering PlanSource:** Find another system. **What problems is PlanSource solving and how is that benefiting you?** This has not served any business problems. It has take a process that used to take 5-10 hours and turned in into a mind-numbing, labor-intensive, demoralizing exercise that takes 40--60 hours. ## PlanSource Discussions - [We have several other software that we would like to Integrate with PlanSource. Could a PlanSource Rep contact me to discuss?](https://www.g2.com/discussions/we-have-several-other-software-that-we-would-like-to-integrate-with-plansource-could-a-plansource-rep-contact-me-to-discuss) - 1 comment, 1 upvote - [How does PlanSource partner with Insurance carriers?](https://www.g2.com/discussions/how-does-plansource-partner-with-insurance-carriers) - 1 comment, 1 upvote - [Broker Relationships](https://www.g2.com/discussions/broker-relationships) - 1 comment, 1 upvote - [How do you put your customers first?](https://www.g2.com/discussions/account-support) - 1 comment, 1 upvote - [Are you legally approved to operate as a TPA nationally?](https://www.g2.com/discussions/tpa-services) - 1 comment, 1 upvote - [View PlanSource pricing details and edition comparison](https://www.g2.com/products/plansource/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-12+21%3A46%3A41+-0500&secure%5Bsession_id%5D=aff64cf9-d93d-40f0-943a-f7550abd2a59&secure%5Btoken%5D=150df385f45295a407faed81a12a0fe59d6f6850b0d53ae07adcb87daba77b59&format=llm_user) ## PlanSource Features **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Mobile Benefits Access **Agentic AI - SAP Store** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Benefits Dashboards - Mobile Benefits Access - Integrations / APIs - Internationalization - Mobility **Generative AI** - AI Text Generation - AI Text Summarization - AI Image-to-Text **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Dashboards ## Top PlanSource Alternatives - [Employee Navigator](https://www.g2.com/products/employee-navigator/reviews) - 4.6/5.0 (156 reviews) - [bswift](https://www.g2.com/products/bswift/reviews) - 3.8/5.0 (31 reviews) - [Benefitfocus](https://www.g2.com/products/benefitfocus/reviews) - 4.2/5.0 (29 reviews)