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PlanSource

PlanSource

Overview

What is PlanSource?

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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Recent Reviews
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Pricing

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PlanSource

PlanSource

N/A
Unavailable

What is PlanSource?

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Demos

New Hire Experience Demo

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Product Details

What is PlanSource?

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.

Additional features include:
  • Communications - To create and schedule targeted, multi-channel communications campaigns that help reach and engage remote workers while saving HR admin time.
  • Shopping - Guidance for employees through the entire process, with tools and content that let them compare and shop for benefits the same way they shop online for other items.
  • Compliance - For federal and state ACA requirements, plus any unique eligibility rules and business workflows.
  • Billing - To generate consolidated self-bills and reconcile carrier bills based on carrier-specific billing rules and mid-month changes for greater efficiency and cost transparency.
  • Administration - Configure, manage and automatically enforce even complex benefit models, plans, workforce populations.

PlanSource Competitors

PlanSource Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(17)

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
August 21, 2018

Great product that offers function and sophistication

Verified User
Account Manager in Sales
Hospital & Health Care Company, 1-10 employees
Score 8 out of 10
Vetted Review
ResellerIncentivized
Use Cases and Deployment Scope
PlanSource is being used across our whole organization. It tracks in real time who has what benefits, what dependants are on those plans and how much everything cost per paycheck for both the EE and ER. Changes to benefits are taken care of with ease on an easy to use platform instead of having to contact several vendors to alert them of a coverage change.
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.
Likelihood to Recommend
Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.
Return on Investment
  • 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.
Alternatives Considered
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.
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