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PlanSource

PlanSource

By PlanSource

4.6  ·  24 reviews Benefits Administration Software Onetime(Perpetual License)
About
PlanSource is a technology company that creates a better benefits experience for employers and their employees. They approach benefits with a laser-like focus so that they can provide the greatest value in an increasingly complex market. Insurance products are complex and can be confusing, but the enrollment process does not have to be. They guide employees through the process so that they can shop for benefits the same way they shop for other products online.
Key Features
  • Provider Management
  • Life Insurance Administration
  • HSA/FSA Administration
  • FMLA Administration
  • COBRA Administration
  • Benefits Administration Outsourcing
  • Online Benefits Enrollment
  • Health Insurance Administration
  • Benefits Record Management
  • Benefits Dashboard
  • ACA Reporting
  • HIPAA Compliant
  • Self Service Portal
  • Deductions Management
Pricing
User Reviews + Write a Review
J
Jalen
★★★★☆
Valuable application!

PROS & CONS What are the best aspects of this product? I appreciate that we can use PlanSource for digital registration and accommodate all registrations for different vendors instead of moving through 5 separate applications to sign up for bene...

H
Henderson
★★★★☆
Excellent User experience

PROS & CONS What are the best aspects of this product? PlanSource is keeping us updated on the status weekly. They have also helped us a ton and did some work to assist us to operate on the back end. What aspects are problematic or could work ...

V
Viola
★★★★☆
Best for Compensation selection

PROS & CONS What are the best aspects of this product? I appreciate seeing the last year's selections. It makes it a lot easier to select to retain the same incentives or switch to a new package. I like that it displays the cumulative deduction ...

G
Genevieve
★★★★☆
My PlanSource experience was productive and easy

PROS & CONS What are the best aspects of this product? I love how responsive the execution and the support staff. They're solutions-oriented. They really knew their tech both on the front end and the back end. Also, it has enabled us to add all ...

J
Judd
★★★★☆
The best option for every reseller

PROS & CONS What are the best aspects of this product? The feature that we value most about PlanSource is that we can quickly manage a constantly changing client. Setting up the software out is easier too, and upgrading is easy. We are really ha...

Frequently Asked Questions
How much does PlanSource cost?

PlanSource offers 1 pricing plan(s):

  • PlanSource — USD0.00
What is PlanSource used for?

PlanSource is a Benefits Administration Software solution. Top features include:

  • Provider Management
  • Life Insurance Administration
  • HSA/FSA Administration
  • FMLA Administration
  • COBRA Administration
Does PlanSource offer a free trial?

PlanSource does not currently offer a free trial.

What support does PlanSource provide?

PlanSource provides Online (Ticket) support.

Is PlanSource cloud-based or on-premise?

PlanSource is Cloud Hosted software.

What training resources does PlanSource offer?

PlanSource provides Help Guides,Blogs,Video Guides for training.

Tool Info
Company PlanSource
HQ Orlando, Florida United States
Starting price Free
Deployment Cloud Hosted
Languages English
Free Trial Not Available
Best For
Enterprises SMEs SMEs
Customization
No