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PlanSource

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134 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.0
Serving customers since
2008
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PlanSource Reviews

Review Filters
Profile Name
Star Rating
74
48
14
3
6
LM
Lindsay M.
10/17/2019
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Very helpful resource!

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.
Jennifer L.
JL
Jennifer L.
Director of Benefits Administration and Technology at Relph Benefit Advisors
10/08/2019
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy Choice for any Reseller

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!
JM
Jasmine M.
10/04/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Plansource for Benefits selection

I like that it shows your previous year selections; makes it easy for you to decide to keep those same benefits or change to a different plan. I also like that it shows your total deduction per pay period as you select your benefits

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HQ Location:
Orlando, FL

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@PlanSource

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Year Founded
2008