Verified User in Textiles
AT
Verified User in Textiles
Mid-Market (51-1000 emp.)
"Highly Recommended"
4.5/5
What do you like best about PlanSource?

With PlanSource, I don't have to worry about ACA or COBRA administration. The work is done for me! Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Learning the website. There is SO MUCH information to find and figure out before go-live. The implementation team was really helpful though. Review collected by and hosted on G2.com.

MC
Miriame C.
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Fast and great customer service"
4.5/5
What do you like best about PlanSource?

the speed of service and clearly defined instructions. Alicia was very knowledgeable Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I dislike the lack of user-friendliness for employees. They are not able to enroll in benefits on their own Review collected by and hosted on G2.com.

Verified User in Consumer Goods
AC
Verified User in Consumer Goods
Mid-Market (51-1000 emp.)
"The Chat Box"
4.5/5
What do you like best about PlanSource?

I love that I can toggle between chatting & troubleshooting and working in other platforms when I need assistance with a record in PlanSource. I also enjoy not being tied to problem solving over the phone when trying to be discreet regarding an issue. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

There is a slight wait for a specialist to become available, but when they are assigned to help you, they complete the request thoroughly and follow up promptly. Review collected by and hosted on G2.com.

DF
David F.
HR Analyst & Benefits Specialist
Enterprise (> 1000 emp.)
"Versatility in a benefits platform"
4.5/5
What do you like best about PlanSource?

I like the administrative dashboard best. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

When filtering tickets, I wish there was a way to keep the filter active after closing a ticket. Review collected by and hosted on G2.com.

CW
Christine W.
Mid-Market (51-1000 emp.)
"Employees seem to love it; HR does not"
1/5
What do you like best about PlanSource?

I appreciate that we can administer almost all of our benefits from one location and avoid collecting paper enrollment forms. The website is user friendly for employees going through the enrollment process. And the file feeds directly to the carriers are useful. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

We do not have a dedicated PlanSource Representative as a point of contact to whom we can escalate issues and who gets to know our company and our unique needs. We have worked with PlanSource for 5 years and every medical Open Enrollment is painful, being assigned different Open Enrollment specialists every year and running into some of the same issues year over year. This year's Open Enrollment contact was unresponsive, had no sense of urgency, was not correcting the errors discovered during testing and after employees went through the enrollment process in a timely manner, and was even asking us to just work through issues she could not figure out how to resolve. Ridiculous!! Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Easy to Work With"
5/5
What do you like best about PlanSource?

PlanSource is very responsive and one of my easiest vendors to work with. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I do not have any dislikes at this time. Review collected by and hosted on G2.com.

DM
Debra M.
Mid-Market (51-1000 emp.)
"Always understands my needs"
5/5
What do you like best about PlanSource?

I'm most happy with the ease of the Renewal Wizard.

The process is so simple and easy to understand. You can complete your Renewal in a minimal amount of time without little to no additional help. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I think the ACA process can be improved upon. The tab for that particular function is somewhat confusing to me . Every year I have to have some added support from Plan Source . I feel if the tabs were more interactive, you might have a better understanding of the process as a whole. Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting
AS
Verified User in Staffing and Recruiting
Mid-Market (51-1000 emp.)
"PlanSource Benefit Administration "
4/5
What do you like best about PlanSource?

PlanSource is a best in class benefit administration

The team at PlanSource allows us to be demanding partners and achieve our strategic goals

Shout out to Ultimate Software and the near real time connection with PlanSource allowing us the best of both worlds! Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

As with any system there have been technological issues we've had to work through. Our organization has some pretty complicated configuration but PlanSource has supported us with it all. Review collected by and hosted on G2.com.

AB
Amy B.
Mid-Market (51-1000 emp.)
"Great for employees; Okay for administrators, could be improved."
3/5
What do you like best about PlanSource?

PlanSource has been user friendly and easy to use for our employees -- when signing up for benefits or going through Open Enrollment. It's easy for them to use and understand and make choices for their coverage while understanding the cost and plans. When we've been able to set up data feeds to our benefits providers, they work well and reliably, and it makes the enrollment process seamless for our HR team. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The administrator side of the site is easy to use when you know what you're looking for, but it's not always easy to understand and navigate features that I'm not familiar with. (It's not very intuitive.) Also, the process of setting up feeds to our carriers is a long and difficult one. It has consistently taken months from the establishment of the new provider to when the feeds are working consistently and reliably...in the meantime, it's difficult, time-consuming and confusing trying to keep enrollments correct across carrier platforms. Also, the ACA reporting has improved a lot over the years, but there are still a lot of errors in forms that have to be manually corrected, and often, the customer service folks are not fully versed in how or why the forms populate the way they do (doesn't seem like anyone understands how/where the information in the forms is pulling from). Lastly, once an employee changes coverage, there's no way to access the history of their past coverage, and that would be very valuable info to be able to capture -- the history of each employee's coverage. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Too Many Bugs"
4.5/5
What do you like best about PlanSource?

Easy to navigate and configure. Easy to use. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Too many bugs and glitches. Having issues with the FSA elections. the per pay period method does not compute correctly. Beneficiaries are not showing up. Review collected by and hosted on G2.com.