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PlanSource

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Software Status:Active

About PlanSource

PlanSource is a benefits administration platform from PlanSource that simplifies benefits management with smart technology and human guidance. It provides features such as benefits administration, customer use, and HR solutions so HR leaders and partners can manage employee benefits more effectively. This platform is tailored for various user types, including HR and benefits leaders, reseller partners, and carriers, ensuring that all aspects of benefits management are covered. PlanSource’s solutions include comprehensive support, user-friendly interfaces, and integration capabilities that facilitate easy navigation and management of benefits. Key capabilities: benefits administration customer support user use integration capabilities HR solutions Best for: HR professionals and benefits managers that need effective solutions for managing employee benefits.

PlanSource Details

Vendor
PlanSource
Year Launched
2008
Location
Headquarters 122 W Pine St, Suite 203, Orlando, Florida 32801, USA
Deployment
cloud, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Chinese, Japanese, Portuguese, Italian, Dutch, Russian, Korean.
Users
Small to large enterprises, HR teams, and benefits administrators
Industries Served
Healthcare, education, technology, and professional services.
Tags
Benefits administration, HR software, employee benefits, enrollment, compliance, billing, ACA measurement, reporting, reconciliation.

PlanSource's In-App Market Place

Does PlanSource have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), RUB (₽), MXN ($)

Pros & Cons

  • Streamlines benefits administration: Automates and simplifies tasks like enrollment, billing, and compliance.
  • Improves employee experience: Provides a user-friendly platform for employees to access and manage their benefits.
  • Reduces errors: Eliminates paper-based enrollment and automates data feeds to carriers.
  • Robust features: Offers a wide range of features for managing complex benefits programs.
  • Integrations: Integrates with various payroll and HR systems.
  • Compliance assistance: Helps with ACA compliance.
  • Scalability: Suitable for businesses of all sizes.
  • Implementation challenges: Some users report issues with implementation timelines and errors.
  • Customer service: Some reviewers mentioned inconsistent customer service experiences.
  • Reporting: A few users found the reporting functionalities to be complex or lacking in desired features.
  • User Interface: While some users find it easy to use, others report it can be slow or not as intuitive.

PlanSource's Support Options

Email Address

plansource.invoicing@plansource.com

Chatbot

Available

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