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Why choose PlanSource as your benefits administration solution?

Traditional benefits administration platforms aren't good enough anymore. PlanSource knows that technology only matters when it solves real human problems. That's why we've gathered leading industry innovators to go beyond your core benefits management solution, challenging the way things have always been done to solve longstanding needs and create meaningful, measurable impact for everyone involved. 

With modern, flexible employee benefits management software that makes everything from implementation to annual enrollment to everyday health engagement easier, we are constantly innovating with intention to reduce risks, quiet the noise, and enhance productivity so every moment is smoother. Discover why PlanSource is the last benefits administration partner you'll ever need.
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HR & Benefits Leaders

A smoother approach to benefits management that supports employees and lets your HR team focus on the moments that truly matter.
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Reseller Partners

Deliver an easy-to-implement benefits administration solution and unlock opportunities to expand your business.

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Carriers & Partners

Build better connections, maintain accurate data, and simplify the journey from your plans to your members.

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The only benefits administration partner you’ll ever need.

Traditional employee benefits platforms perform the basics. PlanSource elevates your benefits administration experience by increasing employee engagement, delivering cost savings, and reducing administrative time to drive healthier outcomes and better business results.

ACA administration

ACA administration

Reduce compliance risk by automating regulatory tracking, documentation, and reporting across federal and state mandates.
Advocacy services

Advocacy services

Give employees direct access to experienced claims, clinical, and care navigation specialists for personalized, one-on-one guidance.
Carrier billing & payment

Carrier billing & payment

Reduce manual work with automated carrier billing, reconciliation processes, and payment management.
COBRA administration

COBRA administration

Manage every stage of COBRA administration, from notices and elections to billing and compliance, through a single partner to minimize risk and reduce administrative strain.
Consumer health accounts

Consumer health accounts

Centralize administration for spending and savings accounts, including HSAs, FSAs, HRAs, LSAs, and commuter benefits while ensuring ongoing regulatory compliance.
Custom communications

Custom communications

Reach employees through coordinated, multi-channel messaging designed to increase participation, prompt action, and build trust.
Employee service center

Employee service center

Deliver a high-touch, employee-focused support experience that aligns with your culture and helps with enrollment, questions, and benefits decisions.
QMCSO administration

QMCSO administration

Ensure accurate and compliant administration of Qualified Medical Child Support Orders, reducing HR’s legal and procedural burden.
Verification services

Verification services

Reduce administrative work and improve accuracy with automated eligibility and dependent verification, helping control costs and maintain compliance.

Benefits administration that's built for people, not processes.

Benefits don’t run themselves, and they deserve real care. We combine expert guidance, white-glove service, and modern technology to simplify enrollment, ease administration, and deliver benefits experiences that feel human from day one.

PlanSource is benefits administration done right: complete, connected, and backed by relentless service.

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Our Implementation Experience
 

In order to have a successful ben admin experience, you need the right strategy and implementation partner to maximize your technology investment. With PlanSource, you’ll have over 170 years of industry experience dedicated to getting you set up, implemented and enjoying return on investment immediately.

Clear Expectations and Communication
Extensive Training and Enablement
Experienced Guidance and Best Practices
Managed Services
 
Get time back and reduce budget pressure with customizable, fully managed Benefit Services solutions, scaled to your team and budget. Our team is dedicated to your success – choose the benefit services you need to reach your goals:
Employee Contact Center
Billing Reconciliation and Payment
HSA/HRA/FSA Administration
COBRA Administration
Employee Communications
Dependent Verification
Benefits Outsourcing

A Compelling Benefits Platform for Brokers

Attract employers with a differentiated approach to benefits built on engagement, data and insights, and a comprehensive carrier and benefits partner ecosystem. Retain clients, gain a competitive edge and enjoy a full commission rate with PlanSource.
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A Trusted Broker Model

A business model designed with brokers in mind – 100% of commissions go back to your business with opportunity to increase at scale
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Customizable Platform

Curate personalized benefit packages supplemented by modern API integrations for your employer groups based on their unique needs
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Data and Insights

InsightsIQ gives you visibility into how your groups are performing and running for more effective claim cost management
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Benefits Utilization

Leverage a communication, awareness and education-based approach to increase participation and utilization in your groups with The Source
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Access to New Opportunities

Through PlanSource software, automation and enrollment process, we help brokers find new prospects and increase commissions
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Discover Unique Benefits

Our innovative technology paired with Boost and Marketplace have increased voluntary enrollment by 11%

Join our Growing Reseller Community

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We have clients that are really large that have the Workday platform, for example, but yet they use PlanSource for their ben admin because not only does PlanSource do a great job with ben admin but it flows data seamlessly with other platforms. To me, it’s one of the best systems in the market.

 

ANDREA ROBINSON

Chief Executive Officer, ProCo Insurance Services

WATCH INTERVIEW

The Technology and Independence Resellers Need

PlanSource’s reseller partners have the independence to manage all aspects of the customer relationship backed by our support when you need it. We partner directly with brokers, enrollment firms, value-added technology partners, HCM companies and TPAs to provide best-in-class benefits and engagement solutions to your customers.

Get Started
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Manage Your Employer Groups

A business model that puts you in the driver’s seat to implement, support and renew your customers with our best-in-class platform and tools
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Dedicated Support Team

Access to both start up and ongoing training, sales and marketing support, and learning and development courses to achieve success
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Improve Benefits Engagement

Maintain a competitive edge in the market with an engagement solution that allows you to address your customers’ key pain-points
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Innovations to Stay a Cut Above

Select a tech partner that invests in R&D and is constantly innovating to improve the customer and partner experience
Join our Growing Reseller Community
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Choose Your Own Adventure with PlanSource
 
PlanSource offers flexibility to scale your support model right to your employer groups’ needs. Whether you require full benefits outsourcing or just a few add-on services, marketing and sales support or just the white-labeled platform, you can customize their experience to fit their unique needs.
 


SUPPORT AND TRAINING
Our team provides reseller partners with dedicated account managers to fully support our nuanced and complex relationship to power success. Our unique support model guides you through implementation and problem solving along the way.

 

PlanSource’s robust initial and ongoing training methodology includes a 5-day course, monthly webinars and 24/7 access to our reseller training center within PlanSource University.

Sales and Marketing Resources
Whether or not you have an internal marketing team supporting the platform, PlanSource also has resources and teams available. We can help you create marketing collateral, build your pipeline and field sales support to help you generate more opportunities.
 
Strategic Alignment Opportunities
Dedicated to your success, PlanSource hosts quarterly business reviews and weekly tactical meetings to monitor performance and minimize obstacles. Additionally, our advocacy programs, Elite Advisory Board and Reseller Roundtable, create a forum for feedback and collaborations to ensure we are all well aligned.
Innovation and Differentiation
From an engagement platform and decision support to API integrations and data insight tools, PlanSource has everything you need to set both yourself and your employer groups up for success beyond everyday ben admin.