PlanSource

About PlanSource

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.

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Pricing

Free Trial Not Available
Offers Custom plan.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.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%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

PlanSource Features

Show Feature Explanation

Show Missing Features

Benefits Administration Features

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

98%

Provider Management

Allows access to a provider marketplace and keep track of benefits products provided by third-party carriers

Life Insurance Administration

Helps in enrollment and managing health insurance plans

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.

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

Benefits Administration Outsourcing

Allowing to select outside firms or HR experts to manage benefits administration

Online Benefits Enrollment

Facilitate employee enrollment in benefits plans as required.

Health Insurance Administration

Facilitates employee enrollment in health insurance plans and to makes changes and enroll in benefits as required

Benefits Record Management

A centralized database to track and manage employee benefits information and eligibility information

Benefits Dashboard

Provides the real-time trends of benefits data to take instantaneous and informed decisions

ACA Reporting

Ensures complaince with Affordable Care Act (ACA)

HIPAA Compliant

Offers security over the collection of sensitive data and uphold to protect the integrity of PHI

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

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

PlanSource Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

PlanSource Custom

Features

Benefits Shopping
Educational Content
Personalized Plan Recommendations
Life Event Changes
Communications
Decision Support with ALEX
ACA Measurement and Reporting
Eligibility Management
Cost Calculations
Customizable Reports
Document Management
Bill Creation and Reconciliation

Disclaimer: The pricing details were last updated on 29/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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PlanSource Reviews

User Rating

4.3/5 (Based on 173 Ratings)

Rating Distribution

Excellent
50.9%
Very Good
33.5%
Average
9.2%
Poor
2.3%
Terrible
4%

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

Do You Use PlanSource?

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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.

Pros

PlanSource houses all benefit information in one platform, making it easy to access.
PlanSource provides detailed reporting tools that allow for datadriven decision making.
The platform is userfriendly for both employees and administrators, streamlining enrollment processes.

Cons

Customer service can be slow to respond to inquiries and technical issues.
The system lacks flexibility in programming complex plans, often requiring workarounds.
Reporting features could be more intuitive and robust for advanced analysis.

PlanSource Reviews

AI-Generated from the text of User Reviews

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