2 Ratings
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Score 9 out of 100
10 Ratings
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Score 7 out of 100

Likelihood to Recommend

Accomplish EP Benefits Administration (formerly TeemWurk)

  • Saved time
  • Process Automation
Taylor Maclean | TrustRadius Reviewer

PlanSource

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

Pros

Accomplish EP Benefits Administration (formerly TeemWurk)

  • Quick Implementation
  • Great flow
  • Beautiful GUI
Taylor Maclean | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Cons

Accomplish EP Benefits Administration (formerly TeemWurk)

  • Can integrate some more features such as Claim Processing
Taylor Maclean | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Accomplish EP Benefits Administration (formerly TeemWurk)

Accomplish EP Benefits Administration (formerly TeemWurk) 8.2
Based on 1 answer
Users only need to enter their information and the rest of all the processing will be handled by the tool.
Taylor Maclean | TrustRadius Reviewer

PlanSource

No score
No answers yet
No answers on this topic

Alternatives Considered

Accomplish EP Benefits Administration (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.
Anonymous | TrustRadius Reviewer

Return on Investment

Accomplish EP Benefits Administration (formerly TeemWurk)

  • Saved Time
  • Process Automation
Taylor Maclean | TrustRadius Reviewer

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.
Anonymous | TrustRadius Reviewer

Pricing Details

Accomplish EP Benefits Administration (formerly TeemWurk)

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

PlanSource

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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