Audience

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

About PlanSource

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.

Pricing

Starting Price:
$4 per month
Free Trial:
Free Trial available.

Integrations

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Company Information

PlanSource
Founded: 2008
United States
www.plansource.com

Videos and Screen Captures

PlanSource Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

PlanSource Frequently Asked Questions

Q: What kinds of users and organization types does PlanSource work with?
Q: What languages does PlanSource support in their product?
Q: What kind of support options does PlanSource offer?
Q: What other applications or services does PlanSource integrate with?
Q: What type of training does PlanSource provide?
Q: Does PlanSource offer a free trial?
Q: How much does PlanSource cost?

PlanSource Product Features

Benefits Administration

COBRA Administration
Employee Benefits Administration
FSA Administration
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Claims Management
Deduction Management
Disability Insurance Administration
FMLA Administration
Flexible Spending Accounts
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management