Product Avatar Image

PlanSource

Show rating breakdown
153 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.0
Serving customers since
2008
Profile Filters

All Products & Services

Profile Name

Star Rating

80
50
14
3
6

PlanSource Reviews

Review Filters
Profile Name
Star Rating
80
50
14
3
6
Verified User in Higher Education
UH
Verified User in Higher Education
07/30/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to Use and Accurate for the Whole Team

For the most part, the system is easy to use, accurate and the employees can use it without direction.
GC
Glorian C.
07/30/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

User-Friendly Benefit Administration with Stellar Support

I find PlanSource very easy to use and user-friendly. The billing capability for self-built plans is pretty amazing, as it helps us consolidate bills per location instead of getting separate bills from carriers. The customer service is great, which adds to the overall experience. I also appreciate the dependent verification feature, which ensures that only actual dependents of the employee are getting on the plan. Additionally, the initial setup of PlanSource was very easy.
Verified User in Food Production
AF
Verified User in Food Production
07/30/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Easy-to-Use Platform with Great Support at a Competitive Price

Easy to utilize the online platform for employees and great customer support for employer at a very competitive price point.

About

Contact

HQ Location:
Orlando, FL

Social

What is PlanSource?

PlanSource is a technology company dedicated to simplifying employee benefits administration with its cloud-based platform. The platform provides a comprehensive suite of tools geared towards streamlining the processes of managing employee benefits. It supports diverse functions such as benefits enrollment, management, billing, compliance, and HR information systems.PlanSource's solutions are designed to cater to the needs of both employers, who manage and offer benefits, and employees, who select and use them. The service automates various benefits administration tasks, which can help businesses reduce overhead costs and improve the efficiency and accuracy of their benefits programs. Their system integrates with a wide range of insurance carriers and payroll systems, ensuring flexible and seamless connectivity across different platforms. By focusing on usability and offering dedicated support, PlanSource aims to enhance user experience for employers and employees alike.

Details

Year Founded
2008
Website
plansource.com