PlanSource Reviews (153)

Reviews

PlanSource Reviews (153)

4.0
153 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and user-friendly interface of PlanSource, highlighting how it simplifies the benefits enrollment process for both employees and administrators. Many appreciate the responsive customer support, which enhances their overall experience. However, some users note that the system can be difficult to navigate at times, particularly for more complex tasks.
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Verified User in Education Management
AE
Verified User in Education Management
Enterprise (> 1000 emp.)
"Great Customer Service, customized product"
4/5
What do you like best about PlanSource?

PlanSource has been such a beneficial tool for our benefits administration. Any customization we've needed the team has gone to work on quickly and efficiently. They are always available when we have questions or concerns and the website is easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Certain portions of the employee side of the website are not as clear and easy to follow as they could be. Review collected by and hosted on G2.com.

Jennifer F.
JF
Jennifer F.
Human Resources Benefits Manager
Mid-Market (51-1000 emp.)
"Just keeps getting better"
5/5
What do you like best about PlanSource?

The user interface is really one of the most attractive pieces of PlanSource. I also appreciate the continuous updates to the system, and the best part is they're FREE! Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I wish report writing had a little more reach. I was specifically recently asking if there was a way to upload employee's subscriber ID numbers for their medical, dental, vision etc. plans. The system also doesn't have a field for an ITN number only social, or maybe a field for employee photo. Overal it's a good system but more custom fields would be nice. Review collected by and hosted on G2.com.

Dara W.
DW
Dara W.
HR Benefits Manager
Human Resources
Mid-Market (51-1000 emp.)
"Account Managers Impact Your Experience with PlanSource"
3.5/5
What do you like best about PlanSource?

The system is fairly easy to use and navigate around. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

E-mailing the "HCM Service Team". You are being juggled from representative to representative Review collected by and hosted on G2.com.

LH
Lisa H.
Payroll Analyst
Enterprise (> 1000 emp.)
"Payroll Analyst"
3/5
What do you like best about PlanSource?

How you don't have to train your end users, they will be able to use the system with little guidance. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

reporting is not as user friendly as I would like Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
AH
Verified User in Health, Wellness and Fitness
Enterprise (> 1000 emp.)
"PlanSource is ACA/Enrollment Friendly"
5/5
What do you like best about PlanSource?

I love the set-up. Easy for employees to complete enrollment. Easy for HR to use. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Cannot think of anything that I have disliked. Review collected by and hosted on G2.com.

Verified User in Primary/Secondary Education
UP
Verified User in Primary/Secondary Education
Mid-Market (51-1000 emp.)
"Excellent online support"
4.5/5
What do you like best about PlanSource?

I find the customer service people to be very responsive and helpful. Kim Cho Torres and Maribel Medina in particular are excellent. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I have had a bit of trouble finding answers on the website itself, so I often have to resort to emailing the support staff. (Who are always very helpful, but I feel like it could be a bit easier to research the answers on my own.) Review collected by and hosted on G2.com.

Verified User in Mining & Metals
AM
Verified User in Mining & Metals
Mid-Market (51-1000 emp.)
"used for benefits"
3.5/5
What do you like best about PlanSource?

The entry of new employees makes it almost impossible to make errors. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The reporting could be better, it isn't great for analysis. Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Verified User in Education Management
Mid-Market (51-1000 emp.)
"Recent experience "
4.5/5
What do you like best about PlanSource?

The customer service is very attentive. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Not being familiar the product and specific advantages. Review collected by and hosted on G2.com.

Verified User in Law Practice
AL
Verified User in Law Practice
Mid-Market (51-1000 emp.)
"Personal Service "
5/5
What do you like best about PlanSource?

Our PlanSource account representative is wonderful, proactive and so very helpful to walk us through whatever challenge we have. His experience with the PlanSource systems is drawn upon and solutions found! Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

standard reports could have more categories to choose from when selecting filters. Review collected by and hosted on G2.com.

Verified User in Hospitality
AH
Verified User in Hospitality
Enterprise (> 1000 emp.)
"Effecient Ben Admin System"
5/5
What do you like best about PlanSource?

I like the Ease of Use, Accuracy and automation. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Only issue that I have is the Client Reps change frequently. The ones that we have now are really good though. Review collected by and hosted on G2.com.