PlanSource

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.

Case Studies

Showing 30 PlanSource Customer Success Stories

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

Alfmeier Friedrichs & Rath logo

Auto-Wares – Educating employees with better benefits technology

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

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

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

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PlanSource Soothes Benefits Bumps and HR Headaches for Cellular Sales

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

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

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

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Dermalogica sees the beauty in a better benefits experience with PlanSource

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

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

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

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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

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

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

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When Client Needs Outgrow Private Exchange Solution

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

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

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How customization and time savings with PlanSource keeps Metro Health productive

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

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Professional Plastics – where technology wins over paper

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How Strategic Materials Saved Valuable Time and Resources Through Benefits Outsourcing

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

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

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

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Topco – Where Technology Freed Up HR

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PlanSource and Unum increase participation by 34%

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

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