Collective Health vs. PlanSource

It has been a great and easy experience, and I'd highly recommend it to colleagues. It is easy to navigate, all my information is in one place, and if I need additional help within the tool -- some resources quickly help answer any additional questions I may have.

Incentivized

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

Incentivized

• Collective Health does a good job of breaking down the costs associated with the utilization of any given medical service
• Collective Health helps users locate the best medical provider and/or facility that is best for them
• Collective Health provides quick and reliable support channels to users

Incentivized

• 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.

Incentivized

• Logout time, I know there is sensitive information, but sometimes I wish I wasn't auto logged out of my account after some time.

Incentivized

• 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.

Incentivized

I've reached out to support a few times, and they are always super responsive over email, and willing to jump on a phone call too to discuss my issue directly.

Incentivized

The UI of Collective Health is sleek and intuitive, and the company provides extremely quick and remarkably reliable via their support channels (Message, Chat and Phone Call). Moreover, the descriptions they provide for each medical service is succinct and still very informative.

Incentivized

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.

Incentivized

• Collective Health has helped employees more accurately forecast their medical expenses and budget accordingly
• Collective Health has significantly improved the experience of employees with the submission of medical expenses claims

Incentivized

• 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.

Incentivized