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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 ![]()
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72% 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 ![]()
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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 | OmnipriseCRM has revolutionized the way businesses manage their customer relationships. With the new iPhone and iPad apps, customers can now access the system on demand anytime, anywhere. Managers and sales execs can now make informed decisions with the click of a button, as well as leverage their own visual observations to make a more informed decision. The fully integrated dashboard management system allows users to access information from virtually any area within the system. This information can be used to create at-a-glance reporting for managers and executives. Using OmnipriseCRM, businesses can now manage their customer relationships more effectively and efficiently. Read more |
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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
|
72% 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
|
Total Features |
13 Features
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4 Features
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Common Features for All |
ACA Reporting
Benefits Administration Outsourcing
Benefits Dashboard
Benefits Record Management
COBRA Administration
Deductions Management
HIPAA Compliant
HSA/FSA Administration
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Provider Management
Self Service Portal
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ACA Reporting
Benefits Administration Outsourcing
Benefits Dashboard
Benefits Record Management
COBRA Administration
Deductions Management
HIPAA Compliant
HSA/FSA Administration
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Provider Management
Self Service Portal
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Platforms Supported |
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API Support |
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User Rating |
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Rating Distribution |
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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 |
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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. |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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PlanSource Custom |
Standard Custom Advanced Custom Premium Custom |
View Detailed Pricing
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View Detailed Pricing
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Videos |
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Company Details | Located in: Orlando, Florida Founded in: 2008 | Located in: Bowling Green, Kentucky |
Contact Details |
877-549-8549 |
+1 270-796-3195 |
Social Media Handles |
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