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I like how the benefits are displayed on the new update. This seems more user friendly. The action bullets are amazing. That is a major plus with the new update. The new dashboard is probably the best thing about the new update. All the information is right there in front. That is amazing. Review collected by and hosted on G2.com.
I like the new update but the there are other things that are not easy to find or run like reporting. I suggest that PlanSource create a webinar with the new look and how to navigate. The only other issue that I have is the customer service on responding to inquiries. It takes over week or more. I have emails to prove. And I cannot understand how the new hire processing works after all this time so this is an option that we do not use anymore. It takes to long to upload new hire information and then it errors out if you do not have the correct format. This is very important for our company and if they were to change anything about PlanSource. Loading the new hires would be at the top of my list. 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.
