PlanSource Overview

PlanSource

By PlanSource

4★★★★(35 Ratings)Write review

What is PlanSource?

PlanSource is a technology company dedicated to creating the best employee benefits experience. Its end-to-end SaaS platform automates and streamlines every aspect of benefits administration, from communications and shopping to enrollment, billing, compliance, and ongoing management. By handling these complex processes, PlanSource maximizes the efficiency and overall perceived value of an employer's benefits program. It is a trusted partner to over 5,000 HR teams, 500 brokers, and 7.5 million consumers, simplifying benefits for administrators and employees alike.

Who it's for:

PlanSource is targeted at HR and benefits administrators in mid-sized to large companies, as well as benefits brokers and consultants. It is ideal for organizations seeking to reduce the administrative burden of benefits, improve employee engagement with their benefits packages, and ensure compliance in a complex regulatory landscape.

Our verdict:

PlanSource is a leader in the benefits administration space, offering a comprehensive and highly automated platform. Its focus on improving the entire benefits experience for all stakeholders makes it a powerful solution for simplifying one of HR's most complex responsibilities.

PlanSource Details

PlanSource Platforms supported

Cloud, SaaS, Web-Based

Mobile Android

Mobile iPad

Mobile iPhone

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

On-Premise Linux

On-Premise Windows

PlanSource Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

PlanSource Training options

Documentation

In-Person

Live Online

Videos

Webinars

PlanSource Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

PlanSource Features

Most valued PlanSource features by users

Compensation Plan Modeling

Dashboard

HR Metrics Library

Leave Tracking

Predictive Modeling

Recruitment Management

Succession Planning

Talent Management

Trend Analysis

Turnover Tracking

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