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One of the things we love about the PlanSource platform is that we can easily administer a client who is constantly evolving. Building the platform out is easy to begin with and so making updates are as well. This makes the client happy as well as my staff. The employee experience is simple yet allows us to be informative and that translates to a great mobile experience for employees. None of our past technology has allowed employees to upload a copy of their qualifying life event proof which just fits in the world today. Nobody has those documents saved on a computer anymore, so it just makes sense that they be able to use their cell phone. PlanSource is always looking to update their technology to have the most relevant features and partners and the schedule on which they make updates means they take their time to do it right. We have found a great partner in PlanSource! Review collected by and hosted on G2.com.
Sometimes we find some functions that don't make the most sense from a reseller standpoint vs a client using the system directly but we do have an ear that is listening to us and working with us to find a solution. Review collected by and hosted on G2.com.
144 out of 145 Total Reviews for PlanSource
Overall Review Sentiment for PlanSource
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Plansource has many features and is pretty customizable. Review collected by and hosted on G2.com.
I am not the biggest fan of the layout and design. The navigation is not as user friendly as it could be. Review collected by and hosted on G2.com.
Plansource tells you exactly how much you're contributing per paycheck. At other companies I've worked at, W9s, benefits, payroll breakdowns all sat on different platforms. It was a pain in the butt. Now that we're using Plansource I can login and see ALL my contributions, deductions, and even Health ID cards! It's saved me in a pinch. Review collected by and hosted on G2.com.
I forget my username sometimes, and Plansource actually does not have an option to recover your username. You need to know the username of your account in order actually to reset your password, but I wish you were able to just verify via email or have two factor authentication. Luckily my Plansource admin was able to advise me of my username. Review collected by and hosted on G2.com.
The account management team is the best! Review collected by and hosted on G2.com.
The billing process is daunting, and we have had many errors in the billing in the first year. We also are constantly comparing our records to theirs to make sure they apply payments correctly. Review collected by and hosted on G2.com.
The ease of access for users and admins. Review collected by and hosted on G2.com.
There have been a few issues with customer service working with employees—more of miscommunications. Review collected by and hosted on G2.com.
- 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. Review collected by and hosted on G2.com.
- 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. Review collected by and hosted on G2.com.
Super easy user friendly system, very easy to read and able to export details on your own. Review collected by and hosted on G2.com.
Not very certain why there mass staffing changes, but we would like to remain with the same account manager.
In the time the district has utilized PS we have had 4 :( Review collected by and hosted on G2.com.
The system is reliable, haven't seen anyone fall out in any enrollment so far. Review collected by and hosted on G2.com.
Internal Ops are pretty messy, have to work with new AMs pretty often. Review collected by and hosted on G2.com.
