PlanSource vs Canopy Employee Assistance Programs Comparison

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PlanSource

Benefits Administration Software

4.3 173 user ratings

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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Canopy Employee Assistance Programs

Benefits Administration Software

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Overview

Description

PlanSource is a technology company driven to create a better benefits experience for employers and their employees. And given the complexities of the health care system, it is important to approach benefits with a laser-like focus. That is where they can provide the greatest value in an increasingly complex market. Insurance products are complex and can be confusing, and the enrollment process has historically been a complicated affair. They guide employees through the process so that they can shop for benefits the same way they shop for other products online. Read more

Canopy stands out as a pioneering force in the evolution of Employee Assistance Programs (EAPs), offering innovative services and flexible points of access. With a global, extensive, and diverse provider network, Canopy ensures employees and their families receive skilled and compassionate care tailored to their needs. The company’s high-level account management and commitment to delivering a best-in-class member experience set it apart from the competition. By leveraging cutting-edge technology, Canopy provides an instant match with a provider, ensuring timely support across the globe. The EAP is not only comprehensive but also customizable, reflecting the unique needs of each member group. Canopy’s focus on outcomes and integrated wellness underscores its dedication to evidence-based solutions, while its 24/7/365 organizational support guarantees assistance is always available. Additionally, a customized promotional plan and materials further enhance the reach and effectiveness of Canopy's EAP offerings, making it a leader in the field. Read more

Pricing Options

Free Trial Not Available
Offers Custom plan.

Free Trial Not Available
Offers Custom plan.

SW Score & Breakdown

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

100%
Momentum

67%
Popularity

82%

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

72%
Reviews

60%
Momentum

63%
Popularity

63%

Features

Total Features	13 Features	4 Features
Common Features for All	ACA Reporting Ensures complaince with Affordable Care Act (ACA) Benefits Administration Outsourcing Allowing to select outside firms or HR experts to manage benefits administration Benefits Dashboard Provides the real-time trends of benefits data to take instantaneous and informed decisions Benefits Record Management A centralized database to track and manage employee benefits information and eligibility information COBRA Administration Helps to manage and automate COBRA (Consolidated Omnibus Budget Reconciliation Act)-related admin work like sending out required notices, collecting premium payments from the employees, and more Deductions Management Helps optimizing deductions workflow and assist in calculating various deductions or additions like ESI, PF, integrating leave, performance FMLA Administration Helps in managing, and tracking Family and Medical Leave Act (FMLA) related paperwork HIPAA Compliant Offers security over the collection of sensitive data and uphold to protect the integrity of PHI HSA/FSA Administration Allows establishing new plan documents support offering, Health Savings Account (HSA) and Flexible Spending Accounts (FSA), or take over the administration of existing plans. Health Insurance Administration Facilitates employee enrollment in health insurance plans and to makes changes and enroll in benefits as required Life Insurance Administration Helps in enrollment and managing health insurance plans Online Benefits Enrollment Facilitate employee enrollment in benefits plans as required. Provider Management Allows access to a provider marketplace and keep track of benefits products provided by third-party carriers Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions + 10 More - Show Less	ACA Reporting Ensures complaince with Affordable Care Act (ACA) Benefits Administration Outsourcing Allowing to select outside firms or HR experts to manage benefits administration Benefits Dashboard Provides the real-time trends of benefits data to take instantaneous and informed decisions Benefits Record Management A centralized database to track and manage employee benefits information and eligibility information COBRA Administration Helps to manage and automate COBRA (Consolidated Omnibus Budget Reconciliation Act)-related admin work like sending out required notices, collecting premium payments from the employees, and more Deductions Management Helps optimizing deductions workflow and assist in calculating various deductions or additions like ESI, PF, integrating leave, performance FMLA Administration Helps in managing, and tracking Family and Medical Leave Act (FMLA) related paperwork HIPAA Compliant Offers security over the collection of sensitive data and uphold to protect the integrity of PHI HSA/FSA Administration Allows establishing new plan documents support offering, Health Savings Account (HSA) and Flexible Spending Accounts (FSA), or take over the administration of existing plans. Health Insurance Administration Facilitates employee enrollment in health insurance plans and to makes changes and enroll in benefits as required Life Insurance Administration Helps in enrollment and managing health insurance plans Online Benefits Enrollment Facilitate employee enrollment in benefits plans as required. Provider Management Allows access to a provider marketplace and keep track of benefits products provided by third-party carriers Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions + 1 More - Show Less

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Online	Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.3/5 173 user ratings	Not Available
Rating Distribution	Excellent 50.9% Very Good 33.5% Average 9.2% Poor 2.3% Terrible 4%	Not Available
User Sentiments	User-Friendly Interface, Efficient Customer Support, Comprehensive Reporting Capabilities , Extensive Integrations Occasional Software Bugs, Confusing Features, Slow Customer Service Response Times, Limited Customization Options	Not Available
Review Summary	PlanSource is a widely-used benefits administration platform that receives positive feedback for its user-friendly interface and comprehensive features. Users appreciate the ease of enrollment, the ability to manage benefits and access information online, and the integration with other HR systems. However, some users have noted challenges with reporting and customization, as well as occasional customer service delays. Overall, the platform is seen as valuable for streamlining HR processes, but improvements in specific areas, particularly around support, could enhance user experience.	Not Available
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Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	PlanSource Custom	Canopy Employee Assistance Programs Custom
	View Detailed Pricing	View Detailed Pricing

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