PlanSource

PlanSource is a multi-carrier benefits administration platform that supports benefits programs including both defined contribution and defined benefit models.

Languages supported: English, Spanish

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.0/10 (Expert Score) ★★★★★
Product is rated as #57 in category Benefits Administration Software
Ease of use
8.4
Support
7.6
Ease of Setup
0.0

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PlanSource is a technology company on a mission to create the best benefits experience possible. Since 2008, we’ve empowered smarter, more confident benefits decisions for employees and HR teams, through our suite of industry-leading benefits software, complementary benefit services and best-in-class customer support.

Our end-to-end platform automates and streamlines every aspect of employee benefit programs, so HR teams can spend less time managing ben admin tasks and more time where it really matters. With solutions for benefits communications, shopping, enrollment, billing, compliance and ongoing administration, PlanSource is an employer’s single and complete source for employee benefits management.

Our deep industry experience, strong broker and carrier partnerships, and advanced platform configurability are why more than 5,000 employers and 7.5 million consumers rely on PlanSource for their benefits.

PlanSource
PlanSource

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Customer Reviews

PlanSource Reviews

Administrator in Computer Software

Advanced user of PlanSource
★★★★★
Not the best, not the worst

What do you like best?

- The core of the system does work and integrates with other carriers as intended.

- It also has by far the fastest integration I've seen with Anthem.

What do you dislike?

- Reporting system isn't very intuitive to create reports.

- Any upgrades have been focused on making UI prettier, but not more flexible or intuitive.

- There are many system limitations that do not allow you to set it exactly like you wanted.

What problems are you solving with the product? What benefits have you realized?

I've given feedback to my OE rep and given comments on what I did not like about the system. Instead of acknowledging it was system limitations she would focus on what employees should do instead even though my concern was that they would not do it as they would like. For example, I made a comment that if someone selects an FSA amount and then deletes it in OE, it should go to $0 for the election, but it actually keeps the last amount entered even though it was deleted. When I brought this up in testing, the response was "EEs should enter $0 instead of the delete button"

Review source: G2.com

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