PlanSource vs. Zywave Client Cloud - Enrollment & Onboarding

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

Incentivized

For clients looking for a communications portal this is a perfect fit. However, for clients looking to do online enrollment it is still lacking key features that other systems like Employee Navigator offers.

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

• Benefit enrollment
• Document management
• Yearly benefit management and optional coverage

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

• The onboarding of employees with benefits selection is not quite complete as it pertains to full integrations with carrier feeds and EDI solutions for HIPAA 834 Transactions
• The ultimate solution would be to integrate with payroll systems such as ADP, PayChex or Paylocity. This would eliminate the need to input and update data in multiple systems
• Integration to HR systems like Oracle or other HR platforms would be a bonus

Incentivized

User adoption is low within the client base that we have implemented this at and unless it can offer full EDI capabilities we will not be able to move away from Employee Navigator or Plan Source solutions

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

We actually use HRconnection with a select few clients and use Employee Navigator, Plan Source, and ThinkHR because our clients or the carriers offered them to us as an online enrollment or training options

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

• Less time spent asking HR to send me documents
• Easily see my enrollments
• Signing up for additional benefits I may have forgotten about like an HSA or FSA

Incentivized