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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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Category

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PlanSource Reviews

Review Filters
Profile Name
Star Rating
74
48
14
3
6
AK
Amanda K.
01/15/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Single Platform Is Beneficial!

I like that we can now use PlanSource for online enrollments and that it will house all enrollments now for various vendors instead of going into 5 different platforms to sign people up for benefits. I also like that I have one person that I work with when I have issues. Maribel Medina has been awesome to work with. She's patient and works hard to get our platform working correctly. Our benefit structure is very complicated and she's been wonderful with getting it right.
Debbie P.
DP
Debbie P.
Associate Consultant at EPIC Insurance Brokers & Consultants
11/01/2019
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Annual Enrollment Support

Their annual support team has been extremely helpful during this VERY BUSY time of the year. They are so attentive and have responded quickly to all of our clients' inquiries as we went through configuration, testing, and the employees' annual enrollment window. This makes such a big difference for our clients. Honestly, out of all the client vendors I've worked with, PlanSource has stood out as going above and beyond: very professional, exceptional attention to detail and outstanding responsiveness. It has all made such a positive impact on our clients' annual enrollment experience.
JM
Jasmine M.
10/22/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great tool for selecting and tracking employee benefit selections

I like how easy to use plansource is; puts all of your benefits information in one place. Also, adds up the cost as you make your selections, so that you are aware of total deductions from each pay period

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HQ Location:
Orlando, FL

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@PlanSource

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Year Founded
2008