3 Ratings
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Score 8.5 out of 100
16 Ratings
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Score 5.9 out of 100

Attribute Ratings

  • Accomplish EP Benefits Administration and PlanSource are tied in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.3

Accomplish EP Benefits Administration

73%
1 Rating
7.3

PlanSource

73%
1 Rating

Likelihood to Renew

8.2

Accomplish EP Benefits Administration

82%
1 Rating

PlanSource

N/A
0 Ratings

Likelihood to Recommend

Accomplish EP (formerly TeemWurk)

  • Saved time
  • Process Automation
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PlanSource

Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.
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Pros

Accomplish EP (formerly TeemWurk)

  • Quick Implementation
  • Great flow
  • Beautiful GUI
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PlanSource

  • Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
  • Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
  • Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.
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Cons

Accomplish EP (formerly TeemWurk)

  • Can integrate some more features such as Claim Processing
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PlanSource

  • The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
  • Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
  • Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.
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Pricing Details

Accomplish EP Benefits Administration

Starting Price

Editions & Modules

Accomplish EP Benefits Administration editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    PlanSource

    Starting Price

    Editions & Modules

    PlanSource editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      Accomplish EP (formerly TeemWurk)

      Users only need to enter their information and the rest of all the processing will be handled by the tool.
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      PlanSource

      No answers on this topic

      Alternatives Considered

      Accomplish EP (formerly TeemWurk)

      No answers on this topic

      PlanSource

      I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.
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      Return on Investment

      Accomplish EP (formerly TeemWurk)

      • Saved Time
      • Process Automation
      Read full review

      PlanSource

      • Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
      • Positive - Point of value when trying to gain or up sell a client.
      • Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.
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