PlanSource
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PlanSource
By PlanSource
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4.0 out of 5 stars
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PlanSource Reviews & Product Details

Editadmin
Verified User in Primary/Secondary Education
UP
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about PlanSource?

I love how you can add your Dental and Medical cards in the app! Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I do not dislike the app. It is really great. Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

It is accessible or all staff members, and they can use it anywhere. It allows us to be more efficient as an organization. They can access their benefits through the app. Review collected by and hosted on G2.com.

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PlanSource Overview

Editedit
What is PlanSource?

PlanSource has 20 years of HR Industry experience starting as a benefits administration platform and has evolved to a benefits engagement solution. We partner with an expansive set of carriers, HCM companies and lifestyle benefit providers enabling our customers and members to live happier, healthier lives by maximizing their benefits. Our core values center around creating wildly successful customers and we do so by investing in innovation and solving fundamental benefits concerns like decision support, carrier integrations and benefits utilization differently, allowing you to engage team members year-round rather than just 15 minutes yearly during your annual open enrollment. While PlanSource has the bones and history of a top-tier benefits administration platform, we have transcended into a new category focused on engagement. Our administration platform is at the core, however, surrounding that are all the features and components necessary to truly maximize the value of your benefits package, make your benefit plans relevant 24/7/365. We’re excited to help you understand our offering and the problems we solve and ultimately make it clear what you should expect with PlanSource as your best-in-class Benefits Engagement Provider.

PlanSource Details
Discussions
PlanSource Community
Languages Supported
English, Spanish
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Product Description

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

How do you position yourself against your competitors?

Advanced platform configurability, combined with a front-end experience optimized for efficiency, engagement and adoption, are what set our system apart. This flexibility allows PlanSource to scale upmarket and down to meet the needs of any benefits program and setup, no matter how complex.

Additionally, our strong partnerships with more than 550 national and regional insurance brokers and 13 leading insurance carriers deliver >25% time and cost savings to your team. PlanSource is also approved to operate as a TPA in all 50 states and have surrounding services that provide:

-Employee Contact Center
-Benefits Outsourcing
-Billing Reconciliation and Payment
-COBRA Administration
-HSA/FSA/HRA Administration
-Dependent Verification
-Employee Communications

Seller Details
Seller
PlanSource
Year Founded
2008
HQ Location
Orlando, FL
Twitter
@PlanSource
1,614 Twitter followers
LinkedIn® Page
www.linkedin.com
661 employees on LinkedIn®
CM
Overview Provided by:
Cat Miller

Recent PlanSource Reviews

AC
Andrew C.Mid-Market (51-1000 emp.)
4.0 out of 5
"Plansource Review"
Plansource has many features and is pretty customizable.
Read more
Verified User
A
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Review of Ben Admin - Plansource"
It is a good system that houses the benefits that we offer.
Read more
Verified User
A
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"PlanSource is Very Client Centric"
Ever evolving platform that meet client needs
Read more
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

PlanSource Media

PlanSource Demo - PlanSource Enrollment Screen
PlanSource features an intuitive and user-friendly employee experience optimized for engagement.
PlanSource Demo - PlanSource Educational Videos
PlanSource supports video directly within the enrollment experience for timely education.
PlanSource Demo - PlanSource Decision Support
PlanSource offers the ability to easily compare different plans and built-in decision support tools.
PlanSource Demo - PlanSource Mobile-Friendly
PlanSource's mobile-friendly ('responsive') design allows for effortless enrollment on any device.
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144 out of 145 Total Reviews for PlanSource

4.0 out of 5
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144 out of 145 Total Reviews for PlanSource
4.0 out of 5
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144 out of 145 Total Reviews for PlanSource
4.0 out of 5
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Overall Review Sentiment for PlanSourceQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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AC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about PlanSource?

Plansource has many features and is pretty customizable. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

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.

What problems is PlanSource solving and how is that benefiting you?

Benefits administration and deduction information for employees that are enrolled in coverages. Review collected by and hosted on G2.com.

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Verified User in Retail
AR
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

Ever evolving platform that meet client needs Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The system is very robust so there is a lot to learn Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

The easy of configuration continues to improve making it a easy tool for Resellers and clients. Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about PlanSource?

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.

What do you dislike about PlanSource?

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.

What problems is PlanSource solving and how is that benefiting you?

HR problems all the way. Without Plansource everything would either be done by paper, or ADP codes. In addition it's nice to only have to recall one login to access my benefits. Review collected by and hosted on G2.com.

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Verified User in Primary/Secondary Education
AP
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

The account management team is the best! Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

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.

What problems is PlanSource solving and how is that benefiting you?

We are solving the billing issues. Our account management team always goes above and beyond for us. Review collected by and hosted on G2.com.

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Verified User in Hospital & Health Care
AH
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

The website is easy to navigate. It does take some getting used to. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The tickets are oddly named and not intuitive to find. Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

For those are are not "full service" clients of PlanSource, there are a lot of areas that don't apply. Maybe those could be blocked for non-full service clients.

ACA administration is good. Review collected by and hosted on G2.com.

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Verified User in Construction
AC
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

The ease of access for users and admins. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

There have been a few issues with customer service working with employees—more of miscommunications. Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

No more paper enrollment! A lot of time has been saved on the employer's side. Review collected by and hosted on G2.com.

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Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

- 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.

What do you dislike about PlanSource?

- 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.

What problems is PlanSource solving and how is that benefiting you?

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 collected by and hosted on G2.com.

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Maribel B.
MB
Benefits Specialist
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about PlanSource?

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.

What do you dislike about PlanSource?

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.

Recommendations to others considering PlanSource:

Keep the same account managers for a longer period of time as good communication is established over time :( Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

Employee self enrollment! Review collected by and hosted on G2.com.

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Verified User in Telecommunications
AT
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

The system is reliable, haven't seen anyone fall out in any enrollment so far. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Internal Ops are pretty messy, have to work with new AMs pretty often. Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

Bundled Ben Admin, COBRA, and FSA with PS> combined billing, ease admin hassle Review collected by and hosted on G2.com.

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Verified User in Education Management
AE
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

Software platform is excellent!

Stores data well. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Customer Service needs improvement.

Otherwise good Review collected by and hosted on G2.com.

Recommendations to others considering PlanSource:

Excellent platform for benefits enrollment and administration.

Shallow in service area for FSA, HRA. Cobra Admin. Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

Online benefit enrollment Review collected by and hosted on G2.com.

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