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Backed By PlanSource
A benefits administration platform for streamlined enrollment and compliance.
PlanSource is a comprehensive employee benefits administration platform that streamlines HR tasks and enhances employee engagement through a centralized solution.
Simplify employee benefits enrollment process
Automate data collection
Reduce manual data entry
Maintain regulatory compliance
Manage plan documents
Track reporting requirements
Consolidate all benefits information
Improve data visibility
Enhance HR efficiency
Provide easy access to benefits information
Facilitate self-service enrollment
Increase employee satisfaction
Store and access plan documents
Track version control
Ensure document accessibility
Explore platform features
Understand pricing (contact sales)
Assess suitability for organization
Monitor employee enrollment progress
Identify potential issues
Improve communication
Maintain vendor contacts
Track service agreements
Simplify vendor management
Create customizable reports
Analyze benefits data
Support decision-making
Benefits Administration
Full Base Platform Features
**Benefits Shopping & Enrollment:** Mobile-friendly, guided, and intuitive employee experience with a 'shopping cart' feel.
**DecisionIQ (AI-Driven):** Personalized plan suggestions based on demographics, risk-tolerance, and regional cost data.
**DependentIQ (AI-Driven):** Automated dependent verification and auditing using AI/ML to validate documents (e.g., birth/marriage certificates) and reduce costs.
**ACA Compliance:** End-to-end automation for ACA measurement, reporting, and state/federal filing (including 1095 form distribution).
**Billing Reconciliation:** Automated generation of consolidated self-bills and reconciliation of carrier-provided invoices.
** with complex, multi-option benefit plans.
ations** and **end-to-end automation**.
complexity and cost.
stem (PlanSource is a Ben Admin specialist).
Simplifying complex benefits administration through a single, highly automated platform that offers a modern, engaging, and guided enrollment experience for employees, while reducing administrative time and costs for HR and brokers.
**Customer Service:** Some users report high turnover of account managers and inconsistency in support quality. **Reporting Interface:** The reporting system is sometimes described as less intuitive to create custom reports than desired. **Implementation Time:** Implementation can be time-consuming due to the high configurability required for complex benefit plans. **Billing Errors:** Occasional reports of billing discrepancies, requiring HR to closely audit reconciliation.