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PlanSource Reviews & Product Details - Page 2

PlanSource Overview

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
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
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:

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.
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.
Verified User
A
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"PlanSource is Very Client Centric"
Ever evolving platform that meet client needs
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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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145 PlanSource Reviews

4.0 out of 5
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145 PlanSource Reviews
4.0 out of 5
145 PlanSource Reviews
4.0 out of 5

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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G2 reviews are authentic and verified.
Verified User in Plastics
AP
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

Works well with UKG (UltiPro). Gives discounts for using certain vendors. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Can take quite some time to get issues resolved. Sometimes people you ask for help push resolutions back on you even when you have already tried to fix the problem. Review collected by and hosted on G2.com.

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

We have almost 900 employees in 4 different states and a lot of benefit offerings. Having a platform that works well with our time and attendance vendor (UKG) is a must. Review collected by and hosted on G2.com.

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

It is a good system that houses the benefits that we offer. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

It does not allow an election for our staff to decline FSA they have to add an election of $1.00. Also, there is no integration with AFLAC or Legal Shield. Review collected by and hosted on G2.com.

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

The problems we were having is a dedicated person to assist with technical issues. the turnaround response was very slow. Review collected by and hosted on G2.com.

Verified User in Government Administration
AG
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?

It is very user friendly for my employees Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

sometimes the set ups do not function like I would like. example when an employee increases the life insurance the ADD is not automatically changed Review collected by and hosted on G2.com.

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

easy and efficient enrollment and life event changes for employees, saving time and allowing employees to be more self sufficient Review collected by and hosted on G2.com.

MF
Payroll Supervisor
Small-Business(50 or fewer 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 website is easy to navigate, both as an employee and the Benefits Administrator. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I do not have any dislikes at this time. Review collected by and hosted on G2.com.

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

I have been able to help our employees with their flex spending accounts. Review collected by and hosted on G2.com.

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

Convenience, user friendly, and great reporting tools Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

When there might be a system upgrade, the system does run very slowly. Review collected by and hosted on G2.com.

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

Time management when it comes to benefits enrollment Review collected by and hosted on G2.com.

Verified User in Newspapers
AN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about PlanSource?

The ease of use and the support from our rep. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Possibility of moving from our current rep to another one. Review collected by and hosted on G2.com.

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

We use for all benefit admin - med, den, vis, voluntary Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

Its user friendly and very easy to understand.

Employees find it easy to use and update their information. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Nothing, its extremely helpful during open enrollment. Review collected by and hosted on G2.com.

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

Open Enrollment. Review collected by and hosted on G2.com.

Verified User in Internet
AI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about PlanSource?

Integration with other systems. Good GUI Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Limitations on HSA funding methods and integration with Payroll Review collected by and hosted on G2.com.

Recommendations to others considering PlanSource:

Plan for the rollout of your new program and talk to all aspects, Payroll, vendors etc Review collected by and hosted on G2.com.

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

Open Enrollment online process Review collected by and hosted on G2.com.

Jennifer L.
JL
Director of Benefits Administration and Technology
Insurance
Small-Business(50 or fewer emp.)
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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?

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.

What do you dislike about PlanSource?

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.

Recommendations to others considering PlanSource:

Ask detailed questions about functionality that you consider to be a game changer and ask for a demo. Review collected by and hosted on G2.com.

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

We have gained many internal efficiencies as well as been able to have more client ownership over the system with the intuitive user experience. Review collected by and hosted on G2.com.

LM
Office Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about PlanSource?

This has been a lifesaver for our company. We have high turnover and often hire employees out of town. Plansource allows employees to enroll at their convenience at home instead of turning in paperwork to the office. I also love that it communicates directly to the carrier and I don't have to send each enrollment myself. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The new interface is more difficult to navigate and some features disappeared. I find myself switching back to the old interface most of the time. Review collected by and hosted on G2.com.

Recommendations to others considering PlanSource:

It's been very helpful for us, and I would recommend it to anyone looking for help managing their benefits. Review collected by and hosted on G2.com.

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

Plansource has made the HR onboarding process so much easier. It takes a lot of the burden off of small companies who don't have a full time person devoted to HR. Review collected by and hosted on G2.com.