PlanSource vs. Viventium Software

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

Incentivized

I love it for health care. It does everything we need including auto pay, auto deductions, API's to incorporate with other software, and I can always find the info I need. If you're a super large company (big box store, major chain), you probably need more than Viventium can do. But I haven't run into a single thing yet that we need it to do that it can't. And since we've been with them, they've added new features so they're always improving it.

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

• User-friendly, easy to navigate around the system. Employees love it.
• Payroll is very fast and quick, logical steps.
• Customer support is great.

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

• More support staff would be helpful.

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

After 2 weeks of one-on-one phone calls with my "trainer" from ADP, I ran my first payroll by myself. They called me the next day and asked if I needed help and I said I THOUGHT I had done it ok. The trainer was floored. He actually said to me "NOBODY is ever able to run their first payroll on their own!" Doesn't that just say it all??? It was SO confusing. There was so much to navigate around and things that I did not understand. With Vivenium, they did a 60 minute walk through on video with me and I was ready to go. I had questions after that as I hit unique situations, but I had someone to call and email and I always got my questions answered. They would fix the issue for me AND tell me how to do it myself so that I could learn for the next time.

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

• Decreased liability
• Decreased time spent on weekly payroll

Incentivized