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PlanSource

PlanSource makes benefits administration easier by utilizing automated workflows that reduce the need for manual tasks and paperwork. Although the setup process...

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PlanSource makes benefits administration easier by utilizing automated workflows that reduce the need for manual tasks and paperwork. Although the setup process...

Watch Demo Get Pricing
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Product Overview

PlanSource makes benefits administration easier by utilizing automated workflows that reduce the need for manual tasks and paperwork. Although the setup process involves some time and training, many satisfied users commend its effectiveness in simplifying benefits management. In summary, the robust reporting features and AI-enhanced tools offered by PlanSource significantly improve the employee experience.

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Product Details

What Is PlanSource?

PlanSource is an innovative cloud-based platform designed for benefits administration and enhancing employee engagement. It simplifies the management of benefits for organizations by providing a complete suite of solutions. These features include benefits enrollment, automated billing, decision-making support, communication tools, and tailored benefits programs. This software empowers HR teams to overcome challenges such as excessive paperwork, generic benefits offerings, and difficulties in accessing crucial information, all while enhancing the overall employee experience.

What Is PlanSource Best For?

The platform excels in its benefits administration capabilities, adaptable to both custom benefits systems and insurance exchanges. It aims to automate repetitive tasks, significantly reducing the need for physical documentation and saving both time and resources. By enforcing business rules during the enrollment process and throughout the year, PlanSource ensures that employees can easily apply for benefits that meet their individual needs.

PlanSource Pricing

Pricing for PlanSource varies based on specific needs, features, organizational size, and type. For a personalized quote on PlanSource, please reach out to us today. The available plans include:

  • Core Platform – Custom Pricing

  • Core+ Platform – Custom Pricing

  • PlanSource Premium – Custom Pricing

PlanSource Integrations

This software seamlessly integrates with a variety of carriers, including:

  • Aetna

  • Prudential

  • The Hartford

  • Voya

  • United Healthcare

How Does PlanSource Work?

Once you log in, follow this guide to navigate the dashboard and utilize the various features:

  1. Select the 'Products' section to see the benefits currently available to employees.

  2. Click on 'Employees' to manage user accounts—create or modify employee profiles and update personal details.

  3. Go to the 'Enrollment' tab to initiate or manage enrollment periods, set important dates, assign tasks, and access forms and guides.

  4. Check out communication templates under 'Communications' where you can personalize emails, letters, flyers, and more for open enrollment promotion.

  5. Utilize tools under 'Administration' for ongoing tasks such as billing, compliance, eligibility checks, and COBRA administration.

  6. Select the 'Resources' tab to find help documents, training materials, release notes, and additional resources.

  7. Review reports and analytics in 'Data Visualization' to monitor enrollment statistics, spending patterns, participation rates, and more.

If you're interested in seeing how this software automates operations while keeping your workforce engaged, consider scheduling a free demo of PlanSource.

Who Is PlanSource For?

PlanSource is suitable for businesses of all sizes across various industries such as:

  • Healthcare

  • Telecommunications

  • Transportation

  • Construction

  • Retail

Is PlanSource Right For You?

If you seek a flexible solution for benefits administration, then PlanSource could be an excellent fit. It simplifies intricate benefits processes, delivers tailored communication regarding benefits, and offers valuable insights into your programs. This platform is highly regarded in the industry and has garnered numerous awards for its effectiveness and value. Notable clients like Cigna, Guardian, Lincoln Financial Group, and MetLife trust its technology and services to manage their benefits programs. With strict security measures and compliance protocols in place, sensitive information is kept secure while ensuring organizations meet reporting requirements.

If you are uncertain whether PlanSource aligns with your needs, we are here to help. Contact us at info@softwareseekers.com for assistance in making an informed decision.

Human Resources Software Features

✘ core hr
✘ security
✘ dashboard
✘ invoicing
✘ reporting
✘ ab testing
✘ automation
✘ mobile app
✘ mobile crm
✘ onboarding
✘ scheduling
✘ job costing
✘ offboarding
✘ online help
✘ audit trails
✘ chatgpt said
✘ gps tracking
✘ hcm software
✘ hr analytics
✘ integrations
✘ okr software
✘ sales orders
✘ telemedicine
✘ communication
✘ compliance hq
✘ eap providers
✘ hr compliance
✘ mobile access
✘ time tracking
✘ web filtering
✘ bid management
✘ call recording
✘ cloud security
✘ issue tracking
✘ learner portal
✘ mobile app pwa
✘ patient portal
✘ payroll and hr
✘ resume parsing
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm integration
✘ customer portal
✘ data encryption
✘ e prescriptions
✘ email marketing
✘ erp integration
✘ fuel management
✘ lab integration
✘ lead generation
✘ lead management
✘ matching engine
✘ quality control
✘ recruitment crm
✘ task management
✘ user management
✘ accounts payable
✘ asset management
✘ audit management
✘ candidate portal
✘ event management
✘ expense tracking
✘ leave management
✘ payroll software
✘ security measure
✘ shift scheduling
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ context awareness
✘ data export tools
✘ driver management
✘ email integration
✘ employee database
✘ employee referral
✘ invoicing billing
✘ leave managements
✘ mobile app access
✘ payroll reporting
✘ progress tracking
✘ project templates
✘ resource planning
✘ safety management
✘ sales forecasting
✘ talent management
✘ vendor management
✘ absence management
✘ activity dashboard
✘ alertnotifications
✘ applicant tracking
✘ contact management
✘ content management
✘ customizable forms
✘ equipment tracking
✘ expense management
✘ hr case management
✘ invoice management
✘ mobile app support
✘ offline capability
✘ payment processing
✘ payroll management
✘ payroll processing
✘ project management
✘ project scheduling
✘ route optimization
✘ shop floor control
✘ talent performance
✘ team communication
✘ visual recognition
✘ workflow analytics
✘ workforce analytic
✘ workforce planning
✘ 360 degree feedback
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ assessment software
✘ attendance tracking
✘ automation workflow
✘ bank reconciliation
✘ calendar scheduling
✘ campaign management
✘ collaboration tools
✘ compliance tracking
✘ contract management
✘ customer management
✘ dispatch management
✘ document management
✘ employee engagement
✘ employee management
✘ employee monitoring
✘ employee onboarding
✘ employee scheduling
✘ feedback management
✘ financial reporting
✘ firewall protection
✘ hr expertise access
✘ human resource apps
✘ intrusion detection
✘ onboarding software
✘ payroll integration
✘ phishing prevention
✘ production planning
✘ real time analytics
✘ recruiting software
✘ reporting analytics
✘ resource allocation
✘ security compliance
✘ self service portal
✘ succession planning
✘ threat intelligence
✘ time and attendance
✘ training management
✘ workflow automation
✘ workflow engagement
✘ workforce analytics
✘ alerts notifications
✘ candidate management
✘ checklist management
✘ employee database hq
✘ employee development
✘ employee recognition
✘ equipment management
✘ financial management
✘ interview scheduling
✘ inventory management
✘ marketing automation
✘ mobile accessibility
✘ mobile app solutions
✘ patient demographics
✘ payslip distribution
✘ real time monitoring
✘ smart data discovery
✘ training development
✘ vehicle tracking gps
✘ workforce management
✘ asynchronous learning
✘ bill of materials bom
✘ billing and invoicing
✘ business intelligence
✘ candidate evaluations
✘ client management crm
✘ competency management
✘ compliance management
✘ contractor management
✘ customer segmentation
✘ employee self service
✘ equipment maintenance
✘ hr analytics software
✘ hr reporting software
✘ multi channel support
✘ time attendance leave
✘ work order management
✘ ai recruiting software
✘ employee communication
✘ hr analytics reporting
✘ information management
✘ insights and analytics
✘ maintenance scheduling
✘ multi currency support
✘ multi language support
✘ opportunity management
✔ performance management
✘ procurement management
✘ recruitment automation
✘ recruitment management
✘ scheduling dispatching
✘ telematics integration
✘ workflow customization
✘ analytics and reporting
✔ benefits administration
✘ certification licensing
✘ change order management
✘ compensation management
✘ customer servicesupport
✘ customizable dashboards
✘ employee classification
✘ employee information hq
✘ file sharing management
✘ predictive capabilities
✘ real time communication
✘ reporting and analytics
✘ sales pipeline tracking
✘ self service dashboards
✘ social media management
✘ supply chain management
✘ task project management
✘ absence leave management
✘ alerts and notifications
✘ attendance time tracking
✘ deal pipeline management
✘ digital forms checklists
✘ field service management
✘ health safety management
✘ hr compliance management
✘ manufacturing management
✘ social media integration
✘ subcontractor management
✘ time attendance tracking
✘ time tracking timesheets
✘ training and development
✘ vulnerability management
✘ wage and hour compliance
✘ workflow process manager
✘ ai assisted hr management
✘ applicant tracking system
✘ background check software
✘ budgeting and forecasting
✘ customizable formsreports
✘ customizable hr workflows
✘ natural language dialogue
✘ talent management systems
✘ access controlspermissions
✘ applicant tracking systems
✘ core hr payroll management
✘ employee database software
✘ gdpr compliance management
✘ hr analytics and reporting
✘ human resources management
✘ recruitment and onboarding
✘ sf artificial intelligence
✘ time attendance management
✘ workforce and hr analytics
✘ absence management software
✘ anti virus and anti malware
✘ email marketing integration
✘ employee selfservice portal
✘ hr case management software
✘ incident and issue tracking
✘ mobile workforce management
✘ multi factor authentication
✘ onboarding asset management
✘ service contract management
✘ time attendance integration
✘ 360 degree feedback software
✘ attendance and time tracking
✘ compliance security features
✘ employee database management
✘ employee engagement software
✘ employee monitoring software
✘ employee scheduling software
✘ employee self service portal
✘ health and safety management
✘ hr delivery service software
✘ human capital management hcm
✘ integration with other tools
✘ leave and absence management
✘ mobile browser compatibility
✘ succession planning software
✘ task and activity management
✘ task and workflow automation
✘ task assignment and tracking
✘ time and attendance software
✘ time and attendance tracking
✘ workforce analytics software
✘ applicant tracking system ats
✘ candidate engagement platform
✘ employee recognition software
✘ employee surveys and feedback
✘ interview scheduling software
✘ performance talent management
✘ recruitment tracking software
✘ security audits and reporting
✘ text to speech speech to text
✘ workforce management software
✘ compliance and risk management
✘ human resources management hrm
✘ integration with hr technology
✘ interactive voice response ivr
✘ policy and document management
✘ recruitment applicant tracking
✘ recruitment marketing software
✘ regulatory compliance tracking
✘ risk assessment and mitigation
✘ safety and compliance tracking
✘ sales and marketing automation
✘ talent sourcing and engagement
✘ web based recruitment software
✘ collaboration and communication
✘ customer communication tracking
✔ employee information management
✘ integration with payroll system
✘ leave and attendance management
✘ performance management software
✘ project planning and scheduling
✘ recruitment automation software
✘ statutory deductions management
✘ appointment managementscheduling
✘ benefits administration software
✘ cloud based recruitment software
✘ compensation management software
✘ compensation payroll integration
✘ customer relationship management
✘ employee engagement and feedback
✘ integration with marketing tools
✘ integration with payroll systems
✘ product lifecycle management plm
✘ sourcing and outreach automation
✘ integration with third party apps
✘ mobile crm limited via web access
✘ performance and talent management
✘ succession and workforce planning
✘ workforce analytics and reporting
✘ esg metrics tracking and reporting
✘ hr compliancecompliance management
✘ job posting on multiple job boards
✘ payroll management and integration
✘ recruitment and applicant tracking
✘ workforce planning and forecasting
✘ absenceattendance and time tracking
✘ diversity and compliance management
✘ hr compliance compliance management
✘ workforce analytics basic reporting
✘ benefits and compensation management
✘ customer relationship management crm
✘ employee records management software
✘ reporting hr analytics and reporting
✘ time attendance and leave management
✘ benefits administration perks section
✘ defect detection using image analysis
✘ entity extraction with text analytics
✘ workforce analytics reporting analytics
✘ benefits and compensation administration
✘ compensation and benefits administration
✘ recruitment and applicant tracking systems
✘ workforce planning analytics and reporting
✘ employee onboarding training and development
✘ leave managementleave and absence management
✘ leave management leave and absence management
✘ succession planning and workforce forecasting
✘ security information and event management siem
✘ recruitment onboarding applicant tracking system
✘ regulatory change monitoring and impact analysis
✘ integration with payroll systems via integrations
✘ training and development basic onboarding support
✘ workforce analytics and hr analytics and reporting
✘ compensation management payroll payroll integration
✘ recruitment and applicant tracking via integrations
✘ payroll integration integration with payroll systems
✘ attendance and time tracking time and attendance tracking

Pros

  • ✔ Streamlines benefits enrollment, administration and billing processes
  • ✔ Automates repetitive tasks to reduce administrative workload
  • ✔ Excellent reporting and data analytics capabilities
  • ✔ Dedicated customer support

Cons

  • ✘ Implementation can be time-consuming
  • ✘ Limited flexibility for custom benefits needs

Price

Professional

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, PlanSource offers an API for use.

The software supports the English language.

PlanSource software seamlessly integrates with a range of carriers, including Aetna, Prudential, United Healthcare, Voya, and The Hartford.

The platform supports mobile devices.

The software provides a variety of pricing options like Core Platform, Core+ Platform, and PlanSource Premium plans, each customizable to suit your specific requirements. To get a PlanSource cost quote, please reach out to us directly.

The software can be used by various companies, like a technology company and from different industries, such as telecommunications, healthcare, retail, construction, and transportation.

PlanSource offers a range of support options to assist you, including email, phone support, chat, knowledge base, and FAQs.