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PlanSource

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146 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.0
Serving customers since
2008
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PlanSource Reviews

Review Filters
Profile Name
Star Rating
75
48
14
3
6
Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
10/22/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great tool for selecting and tracking employee benefit selections

I like how easy to use plansource is; puts all of your benefits information in one place. Also, adds up the cost as you make your selections, so that you are aware of total deductions from each pay period
LM
Lindsay M.
10/17/2019
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Very helpful resource!

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.
Jennifer L.
JL
Jennifer L.
Director of Benefits Administration and Technology at Relph Benefit Advisors
10/08/2019
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy Choice for any Reseller

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!

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HQ Location:
Orlando, FL

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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