Benefits Administration Technology & Customer Service Center

PlanSource is here to support your benefits and HR Strategy. PlanSource provides a cloud-based solution for benefits administration and human capital management that is affordable, intuitive and highly configurable to support any benefits strategy. Combined with a range of complementary benefit services, PlanSource is your single and complete source for human resources software.

How Can PlanSource Support Your Mission?

Deep Benefits Expertise

We approach benefits with laser-like focus, drawing on years of experience stretching back to the late 1990s.

Complementary Benefit Services

Our portfolio of value-added benefit services perfectly complements our software, saving HR teams’ valuable time.

Engaged Account and Support Teams

PlanSource keeps customers happy, and they have honored us with an industry-leading +74 Net Promoter Score.

HCM Marketplace

With a full suite of HCM software partners, PlanSource provides you with an all-in-one solution for HR, benefits and payroll.

Information Security

PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform and we are committed to the safety of your data.

Strong Partnerships

We partner with leading health and voluntary insurance carriers to provide financial incentives and pre-established integrations.

Employee Contact Center

Let’s face it – navigating the health care system is complex, with multiple parties involved, so it’s no surprise that employees need help. That’s why we believe that one of the most important things we do at PlanSource is to provide an employee contact center. We don’t just educate and help employees get enrolled in the right plans, which is important, but we also advocate for employees throughout the year, helping them with claims issues and questions about their coverage.

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Guide Employees

Your employees will be guided to the insurance plans that meet their individual need

Provide Great Service

Employees will have access to an entire team of benefits experts to answer their questions


Simplify the Complex

Our reps take complex benefits concepts and explain them in easily understood language

Billing Reconciliation and Payment

The Billing Reconciliation and Payment Service from PlanSource takes the worry out of billing and reconciliation for HR teams. From gathering monthly carrier bills and calculating self-reported totals to handling payments to insurance carriers and resolving issues, PlanSource manages the process from end-to-end. By ensuring that eligibility and billing match to the enrollment data reported in the PlanSource Benefits Administration system, HR professionals get a valuable benefit – more time to focus on higher value activities.

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COBRA Administration

PlanSource can handle the full cycle of COBRA administrative responsibilities for you. This starts with generating and communicating initial and qualifying events notices so you don’t have to worry about staying compliant or being subject to penalties. We will audit participants for accuracy using employee data from the PlanSource Benefits Administration System, and assume full premium collection, monthly remittance, eligibility management for COBRA participants and issue resolution with the carriers on your behalf.

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Reduce Risk

PlanSource assumes liability and indemnifies employers who use the service

Stay Focused

We manage the process from end to end, so you can stay focused on your business

Ensure Compliance

Hire an expert to manage all of the compliance requirements on your behalf

HSA/FSA/HRA Administration

Benefit accounts – also known as Consumer-Directed Healthcare (CDH) accounts – allow pre-tax money to be set aside for eligible expenses that might not be fully covered under traditional health plans. PlanSource offers fully managed tax-advantaged benefit accounts, including Health Saving Accounts (HSAs), Flexible Spending Account (FSAs) and Health Reimbursement Accounts (HRAs) that add value to your benefits program and reduce your payroll tax obligations.

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Increased Control

With money that belongs to them, employees have more control over their healthcare

Competitive Benefits

With flexible options, employers can attract all-star talent with compelling benefits

Payroll Tax Savings

With higher pre-tax employee contributions, employers pay less in payroll taxes