PlanSource BenefitsOne Reviews

9 Ratings
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Score 7.1 out of 100

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Anonymous | TrustRadius Reviewer
August 21, 2018

Great product that offers function and sophistication

Score 8 out of 10
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Pros and Cons

  • 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.
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PlanSource BenefitsOne Scorecard Summary

About PlanSource BenefitsOne

PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida.

PlanSource BenefitsOne Technical Details

Operating Systems: Unspecified
Mobile Application:No