It is very user friendly for my employees Review collected by and hosted on G2.com.

sometimes the set ups do not function like I would like. example when an employee increases the life insurance the ADD is not automatically changed Review collected by and hosted on G2.com.

The website is easy to navigate, both as an employee and the Benefits Administrator. Review collected by and hosted on G2.com.

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

Convenience, user friendly, and great reporting tools Review collected by and hosted on G2.com.

When there might be a system upgrade, the system does run very slowly. Review collected by and hosted on G2.com.

The ease of use and the support from our rep. Review collected by and hosted on G2.com.

Possibility of moving from our current rep to another one. Review collected by and hosted on G2.com.

Its user friendly and very easy to understand.

Employees find it easy to use and update their information. Review collected by and hosted on G2.com.

Nothing, its extremely helpful during open enrollment. Review collected by and hosted on G2.com.

Integration with other systems. Good GUI Review collected by and hosted on G2.com.

Limitations on HSA funding methods and integration with Payroll Review collected by and hosted on G2.com.

One of the things we love about the PlanSource platform is that we can easily administer a client who is constantly evolving. Building the platform out is easy to begin with and so making updates are as well. This makes the client happy as well as my staff. The employee experience is simple yet allows us to be informative and that translates to a great mobile experience for employees. None of our past technology has allowed employees to upload a copy of their qualifying life event proof which just fits in the world today. Nobody has those documents saved on a computer anymore, so it just makes sense that they be able to use their cell phone. PlanSource is always looking to update their technology to have the most relevant features and partners and the schedule on which they make updates means they take their time to do it right. We have found a great partner in PlanSource! Review collected by and hosted on G2.com.

Sometimes we find some functions that don't make the most sense from a reseller standpoint vs a client using the system directly but we do have an ear that is listening to us and working with us to find a solution. Review collected by and hosted on G2.com.

This has been a lifesaver for our company. We have high turnover and often hire employees out of town. Plansource allows employees to enroll at their convenience at home instead of turning in paperwork to the office. I also love that it communicates directly to the carrier and I don't have to send each enrollment myself. Review collected by and hosted on G2.com.

The new interface is more difficult to navigate and some features disappeared. I find myself switching back to the old interface most of the time. Review collected by and hosted on G2.com.

I like how the benefits are displayed on the new update. This seems more user friendly. The action bullets are amazing. That is a major plus with the new update. The new dashboard is probably the best thing about the new update. All the information is right there in front. That is amazing. Review collected by and hosted on G2.com.

I like the new update but the there are other things that are not easy to find or run like reporting. I suggest that PlanSource create a webinar with the new look and how to navigate. The only other issue that I have is the customer service on responding to inquiries. It takes over week or more. I have emails to prove. And I cannot understand how the new hire processing works after all this time so this is an option that we do not use anymore. It takes to long to upload new hire information and then it errors out if you do not have the correct format. This is very important for our company and if they were to change anything about PlanSource. Loading the new hires would be at the top of my list. Review collected by and hosted on G2.com.

I like that we can now use PlanSource for online enrollments and that it will house all enrollments now for various vendors instead of going into 5 different platforms to sign people up for benefits. I also like that I have one person that I work with when I have issues. Maribel Medina has been awesome to work with. She's patient and works hard to get our platform working correctly. Our benefit structure is very complicated and she's been wonderful with getting it right. Review collected by and hosted on G2.com.

I wish reporting options were a little more user friendly. I can't always pull the information I want, especially when it comes to ONLY changes for Open Enrollment. I have to sort through the information to pick out the changes. I also don't like that I can't delete people out of the system that are retired or no longer employed and I'm manually deleting them from reports.

I would love to have a little more control in the platform such as entering my own paragraph to explain benefits and be able to update that at any time rather than sending it to our rep to do. It would also be nice to be able to update our own costing. Our benefit structure is very complex and it would be nice to have more control over that so I can make sure it's calculating correcting rather than trying to explain how it should work.

I love working with Maribel. The downfall is the time difference. It would be great to have someone to work with in the morning especially when I need a quick fix. The alternative to that would be having the ability to update certain things myself. Review collected by and hosted on G2.com.