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PlanSource

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

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Profile Name
Star Rating
80
50
14
3
6
Michelle W.
MW
Michelle W.
07/23/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Effortlessly Modern and User-Friendly Benefit Administration

I like the modern and user-friendly look of PlanSource, which makes it appealing and functional. The built-in compliance functions are great for reducing liabilities, which is always a win. The implementation and customer service have been impeccable, making the setup so easy with a great team. I've had a very simple use of the system, as have the employees who have logged in. Being decentralized, an easy-to-use system is critical for us, and PlanSource does everything we need and more. I'm happy with the change from our previous provider, and this has been the best change we didn't expect to make.
Verified User in Financial Services
AF
Verified User in Financial Services
05/26/2026
Validated Reviewer
Verified Current User
Review source: G2 invite

PlanSource Makes Open Enrollment Easy

PlanSource has made it easy to conduct Open Enrollment and benefits new hire benefits enrollments throughout the year.
AC
Andrew C.
04/11/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Plansource Review

Plansource has many features and is pretty customizable.

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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