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.
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SurveySparrow
Score 9.1 out of 10
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SurveySparrow headquartered in Los Angeles offers their customizable survey platform, deployed via webpage, chatbot with conversational format, or distributable to audience segments.
Well getting surveys from clients is a hectic job (as a user we all ignore surveys all the time ) SurveySparrow comes to the rescue and provides links to forward your survey on WhatsApp, email, and so many options. You can create a copy of the survey which you created and that is very time efficient. Suppose you have 3 clients and you give them the same service you can add a variable that will simply change the name of the client and the rest of the survey stays the same no need to create a different survey, mega time saver.
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.
User-friendly data is easy to analyze with simple tools. The customer service team is also very helpful, easy to create the survey in less than 5 minutes, engage with your clients on all possible platforms.
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.
We originally used Survey Monkey but found customer support to be unresponsive when we needed it and also the style of surveys you could create were bland and boring, leading to lower response rates. We chose Survey Sparrow for their mobile-first and chat-style survey interface because we have a mobile audience and have found they prefer this style of survey better.
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.
