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 achieves seamless payroll and benefits integration, cutting open-enrollment from days to hours with PlanSource

Auto-Wares achieves streamlined benefits education and cost savings with PlanSource

Avenue H achieves sub-hour enrollments and top state-exchange performance with PlanSource OneMarket

Bloomfield Hills School District achieves 3 weeks of annual HR time savings with PlanSource

BrandSafway achieves dramatic time savings and improved data accuracy with PlanSource

Cellular Sales streamlines benefits enrollment and reduces HR headaches with PlanSource

Central Network Retail Group achieves paperless, compliant, fully integrated HR and benefits with PlanSource

City of Kalamazoo achieves paperless, automated open enrollment with PlanSource

Clearway Energy Group achieves streamlined open enrollment and HR time savings with PlanSource

Dermalogica achieves streamlined open enrollment and reduced HR workload with PlanSource

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

Full Sail University achieves precise budgeting and payroll accuracy with PlanSource

Grand Rapids Public Schools achieves over $800,000 in annual healthcare savings with PlanSource Dependent Eligibility Audit

Guardian Evidence of Insurability (EOI) API achieves streamlined EOI processing and major admin time savings with PlanSource

ID Watchdog achieves faster, more comprehensive identity protection for members with PlanSource

Ingevity achieves 30% more completed enrollments and streamlined benefits administration with PlanSource

IronRoad (a Professional Employer Organization) achieves digital enrollment, reduced open‑enrollment manpower, and improved reporting with PlanSource

Lockton Companies Inc achieves $741,000 savings and streamlined benefits administration with PlanSource

McMillan Pazdan Smith achieves scalable, paperless benefits and streamlined payroll with PlanSource

The Meruelo Group achieves 25% HR time savings and lower plan costs with PlanSource

Metro Health achieves streamlined, time-saving enrollment with PlanSource

Performance Health Holdings, Inc achieves over $178,500 in annual healthcare savings with PlanSource Dependent Verification

Professional Plastics achieves streamlined digital benefits enrollment and faster reporting with PlanSource

Renesas Electronics achieves improved employee experience and streamlined HR with PlanSource

Strategic Materials achieves major time and resource savings with PlanSource benefits outsourcing

Tecta America saves over $870,000 annually in healthcare costs with PlanSource Dependent Verification Audit

The CORE Group achieves mobile, automated benefits administration with PlanSource

Tijuana Flats achieves a scalable, integrated HR and benefits package with PlanSource

Topco achieves major HR time savings and streamlined benefits administration with PlanSource

Unum achieves 34% increase in employee benefits participation with PlanSource

USI Heinen’s achieves 2.3x faster life-event processing and 100% digital enrollment with PlanSource

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