Boston-based Maxwell Health offers their specialized benefits administration platform and marketplace for a shopping-like experience of plan selection and benefits enrollment.
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PlanSource
Score 7.2 out of 10
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PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.
Maxwell Health is well suited to assist employers with the administration of open enrollment for employees. It provides the employee the necessary information to make informed decisions, allows them to do so at a time and place of their choosing. Additionally, it can assist employers with an workflow that can be used whenever employee approval forms are required. Maxwell Health is not well suited to be used as an all encompassing employee personnel file. It has limitations on the information that can be attached to an employee record.
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.
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.
We currently use Paylocity for our payroll and some HR needs. Maxwell Health and Paylocity work together to share information. There are some features in Paylocity that work better, such as new employee orientation forms. This is more for forms that directly tie into the employee's record that affects their paycheck. Paylocity does not provide a way for employees to access benefit information and make selections.
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.
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.
