PlanSource B2B Case Studies & Customer Successes

PlanSource is a technology company driven to create a better benefits experience for employers and their employees. More than 5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration. By combining industry-leading software and a full suite of professional services, PlanSource provides companies of all sizes with a complete solution for benefits shopping, enrollment, billing, compliance and administration. Learn more at www.plansource.com.

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PlanSource B2B Case Studies & Customer Successes

Case Studies

Alfmeier Friedrichs & Rath uses PlanSource to fully integrate Payroll and Benefits Administration

Auto-Wares – Educating employees with better benefits technology

Avenue H Uses PlanSource Technology to Power One of the Nation’s Most Successful State SHOP Exchanges

How Bloomfield Hills School District saves 3 critical work weeks a year through benefits outsourcing

Reporting strengths, and the power of moving monthlong tasks to just minutes

PlanSource Soothes Benefits Bumps and HR Headaches for Cellular Sales

Central Network Retail Group Uses PlanSource Benefits and HCM Technology to Boost Efficiency, end Noncompliance and Banish Paper

The City of Kalamazoo Eliminating paperwork and manual processes for a smooth OE

Clearway Energy Group Improving usability for both HR and employees just in time for OE

Dermalogica sees the beauty in a better benefits experience with PlanSource

Simplifying benefits for highly complex plans and a high-turnover employee population

Full Sail University Overcomes Budgeting Challenges with Unique Reporting and Analytics Solution

Grand Rapids Public Schools uses the PlanSource Dependent Eligibility Audit to save over $800,000 annually in healthcare costs

Technology Delivers Added Value to Broker’s Wrap Around Services

Linda has become one of the many victims of identity theft. Unfortunately, it happened to her twice

About 30% more employees completed enrollment with Lincoln Financial Group’s automatic EOI process

IronRoad’s benefits technology makes 2-decade advancement with PlanSource

When Client Needs Outgrow Private Exchange Solution

McMillan Pazdan Smith Architecture Uses PlanSource to Keep Benefits in Pace with Explosive Growth

How PlanSource’s benefits technology software helped Meruelo Group enhance efficiency of benefits administration

How customization and time savings with PlanSource keeps Metro Health productive

Performance Health Holdings, Inc uses the PlanSource Dependent Eligibility Audit to save over $178,500.00* annually in healthcare costs

Professional Plastics – where technology wins over paper

How Strategic Materials Saved Valuable Time and Resources Through Benefits Outsourcing

Tecta America uses the PlanSource Dependent Eligibility Audit to save over $870,000 annually in health care costs

How PlanSource’s software helped The CORE Group pivot entirely to online benefits administration

Tijuana Flats uses PlanSource Expanded Services for a Complete and Scalable HR and Benefits Package

Topco – Where Technology Freed Up HR

PlanSource and Unum increase participation by 34%

Heinen’s Uses PlanSource to Increase Operational Efficiency and Simplify Benefits Administration

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