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  1. Home
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  3. PlanSource Platform
Logo of PlanSource Platform

PlanSource Platform

byPlanSource
in Benefits Management Software
4.0

Overview

Product Information on PlanSource Platform

Updated 13th October 2025

What is PlanSource Platform?

PlanSource Platform is a software designed to streamline employee benefits administration for organizations. It provides capabilities for managing employee enrollment, automating eligibility verification, and facilitating communication regarding benefits offerings. The software enables HR teams to centralize benefits data, track employee elections, and handle compliance requirements related to benefits programs. It supports integration with payroll and other HR systems, assisting businesses in simplifying the processes involved in managing group insurance, voluntary benefits, and related tasks. The software aims to address challenges in benefits administration by offering configurable tools for open enrollment, life event management, and reporting, helping organizations maintain accuracy and efficiency in their benefits workflow.

PlanSource Platform Pricing

The PlanSource Platform software uses a subscription-based pricing model structured according to the number of employees managed within an organization. Pricing generally varies depending on company size and selected modules, including benefits administration, ACA compliance, and employee engagement features. Implementation fees may apply for initial setup and integration, and ongoing costs typically cover support and platform access.

Overall experience with PlanSource Platform

Recruitment Manager
50M - 250M USD, Services (non-Government)
FAVORABLE

“Great product for benefits management.”

4.0
Jul 15, 2025
PlanSource software is a benefit management software. We have been using the software to track and manage our employees benefits in real-time. The software is easy to implement because of its user friendly interface and responsive customer care service providers. PlanSource integration capabilities are amazing. It allows for efficient data sharing and seamless employee communication.
There are no reviews in this category.
CRITICAL

About Company

Company Description

Updated 7th December 2023

PlanSource is a technology-focused entity that streamlines various aspects of employee benefit programs. It targets to enhance knowledge and confidence in benefits decision-making for HR teams as well as employees. More than 7.5 million consumers are managing their benefits through the PlanSource platform. This platform ensures a high-quality experience for multiple processes like benefits communication, shopping, enrollment, billing, compliance, and continuous administration. Leveraging an exhaustive benefits platform along with a range of tech-driven services, PlanSource provides aid to individuals in making the most of their benefits.

Company Details

Updated 26th February 2025
Company type
Private
Year Founded
2008
Head office location
Orlando, United States
Number of employees
501 - 1000
Website
https://plansource.com/

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: PlanSource Platform
Performance of PlanSource Platform Across Market Features

PlanSource Platform Likes & Dislikes

Like

Use of the product in our organisation has improved record keeping and enabled us to consolidate all employee information in one safe place. I like the software's customer service and its affordability. PlanSource software is a time saver.

Dislike

So far so good. The software has served without any operational issues.

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Peer Discussions

PlanSource Platform Reviews and Ratings

4.0

(1 Rating)

Rating Distribution

5 Star
0%
4 Star
100%
3 Star
0%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.0

Integration & Deployment

5.0

Service & Support

5.0

Product Capabilities

4.0

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  • Recruitment Manager
    50M-1B USD
    Services (non-Government)
    Review Source

    Great product for benefits management.

    4.0
    Jul 15, 2025
    PlanSource software is a benefit management software. We have been using the software to track and manage our employees benefits in real-time. The software is easy to implement because of its user friendly interface and responsive customer care service providers. PlanSource integration capabilities are amazing. It allows for efficient data sharing and seamless employee communication.
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