PlanSource vs. Unily

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

Incentivized

Unity is well suited for Sharepoint users like our team and other Microsoft applications. Widget users will appreciate what Unity has to offer and the experience it brings to your project. If you need instant and fast communication within your business, Thrive is what you are looking for. Messaging complements well.

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

• Manage employee engagement.
• broadcasting messages to employees.
• Conduct meetings.

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

• Video-call option.
• Search results could be classified by type.

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

The UI of Unily is really impressive and it's really easy to work in it. Also, Unily makes it really easy for all the staff especially the ones with non-technical skills to work and interact on the platform. Unily also makes it easy to communicate with the team in time and get rewarded for their effort.

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

• Time management and efficiency has improved.
• Team members have all the tools they need for success.
• Transferring data and information is very quick.

Incentivized