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About

Automate and simplify every aspect of your benefits program with PlanSource Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more. Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time. Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more. Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation. Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else. Eliminate manual processes and hours of HR admin work with true end-to-end benefits automation.

About

TPA Stream automates employee benefits and solves communication challenges across all benefit types, making it simpler, safer, and more cost effective for everyone that helps make employee benefits happen. TPA Stream is an insurtech software company based in Cleveland, OH. We work with health insurance brokers and third-party administrators to help them win business and streamline operations. Our customers tell us they love working with TPA Stream because we are flexible, easy to work with, and constantly developing new and innovative solutions. Win new business, streamline claims processing, and increase employee engagement. Experience easy automation for the employer invoicing process for CDH and COBRA. Automate the process to consume files, transform, and integrate with administrative systems.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to automate and simplify every aspect of their benefits program

Audience

Benefits administration platform that helps companies with employee benefits

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$4 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

PlanSource
Founded: 2008
United States
www.plansource.com

Company Information

TPA Stream
Founded: 2013
United States
www.tpastream.com

Alternatives

Alternatives

BenefitNet

BenefitNet

Teambase
The Plan Administrator

The Plan Administrator

Benefit Plan Systems
MyEnroll360

MyEnroll360

Benefit Allocation Systems, LLC.

Categories

Categories

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Supported
Deduction Management Not Supported
Disability Insurance Administration Not Supported
Employee Benefits Administration Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Supported
For Employers Supported
FSA Administration Supported
Health Insurance Administration Supported
HIPAA Compliant Supported
Life Insurance Administration Supported
Online Benefits Enrollment Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Not Supported

Integrations

ADP Celergo Supported
ADP DataCloud Supported
ADP Enterprise HR Supported
ADP Global Payroll Supported
ADP Learning Management Supported
ADP Mobile Solutions Supported
ADP Next Gen HCM Supported
ADP Onboarding Supported
ADP StandOut Supported
ADP Streamline Supported
ADP Succession Management Supported
ADP Total Absence Management Supported
ADP Workforce Now On the Go Supported
BambooHR Supported
SAP Store Supported
Wisely by ADP Supported

Integrations

ADP Celergo Not Supported
ADP DataCloud Not Supported
ADP Enterprise HR Not Supported
ADP Global Payroll Not Supported
ADP Learning Management Not Supported
ADP Mobile Solutions Not Supported
ADP Next Gen HCM Not Supported
ADP Onboarding Not Supported
ADP StandOut Not Supported
ADP Streamline Not Supported
ADP Succession Management Not Supported
ADP Total Absence Management Not Supported
ADP Workforce Now On the Go Not Supported
BambooHR Not Supported
SAP Store Not Supported
Wisely by ADP Not Supported
Claim PlanSource and update features and information
Claim PlanSource and update features and information
Claim TPA Stream and update features and information
Claim TPA Stream and update features and information