Product Avatar Image

PlanSource

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

All Products & Services

Profile Name

Star Rating

75
48
14
3
6

PlanSource Reviews

Review Filters
Profile Name
Star Rating
75
48
14
3
6
Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
01/15/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

PlanSource was is a great product but needs to work on the update.

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.
Verified User in Education Management
AE
Verified User in Education Management
01/15/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Single Platform Is Beneficial!

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.
Verified User in Food & Beverages
CF
Verified User in Food & Beverages
11/01/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Annual Enrollment Support

Their annual support team has been extremely helpful during this VERY BUSY time of the year. They are so attentive and have responded quickly to all of our clients' inquiries as we went through configuration, testing, and the employees' annual enrollment window. This makes such a big difference for our clients. Honestly, out of all the client vendors I've worked with, PlanSource has stood out as going above and beyond: very professional, exceptional attention to detail and outstanding responsiveness. It has all made such a positive impact on our clients' annual enrollment experience.

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