PlanSource Software


 

PlanSource is a cloud-based benefits administration and human capital management solution suitable for businesses of any size in a variety of industries. It offers functionality for benefits shopping, enrollment, billing, compliance and administration.

PlanSource enables employees to shop for insurance and enroll in benefits on any device, such as laptops, tablets and smartphones. The solution is also able to manage payroll and keep a historical record of benefits partners and transactions.

PlanSource also offers a range of professional services including benefits outsourcing, contact center, custom employee communications, dependent verification, billing reconciliation and payment services and COBRA and FSA account administration.

PlanSource is a SSAE16 SOC 2 Type 2 audited technology platform and complies with ACA, HIPAA and COBRA rules.

 

PlanSource - Reports
 
  • PlanSource - Reports
    Reports
  • PlanSource - Compare plans
    Compare plans
  • PlanSource - Start enrollment
    Start enrollment
  • PlanSource - Completed enrollment
    Completed enrollment
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

6 Reviews of PlanSource

 

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Software Advice Reviews (1)
More Reviews (5)

Showing 1-1 of 1

Berkeley from Emerson Home Services
Specialty: Construction / Contracting
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The ACA compliance portion of the system is really well though out, not to mention it's really user friendly and easy to navigate!

Cons

Nothing negative to say about this software, only that clocking in takes a couple of minutes sometimes.

Review Source
 
 
 
Showing 1-5 of 5

Scott from Central Freight Lines, Inc.
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

January 2018

January 2018

Plansource has helped us comply with the ACA and move our benefits enrollment from paper to online.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors.

Pros

Continuing to improve the software with frequent releases/updates. Has helped us better manage our benefits and took us from paper benefits enrollment to online. Also has simplified our billing process with our insurance vendors.

Cons

Initial integration was a little bumpy. When we first started using Plansource it was a little behind a few other solutions from a feature standpoint, but I believe they have caught up!

Review Source: Capterra

  Response: PlanSource, PlanSource

Date: May 2018

May 2018

 

Scott, we are happy to help on the ACA front! Staying compliant is more important than ever.

 

Tammi from Murray Securus
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

I have been utilizing the PlanSource platform for over 4 years now.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We utilize the system to manage our robust benefit package. It easily maintains each person's elections, sends a data feed to each of the carriers, and does this all without paper! Open enrollment is so much simpler, and there are fewer errors.

While the customer support has had some growing pains, I believe we are over that hurdle. Response time is great and the relationships formed with key administrators has helped us work through our complicated program.

Cons

I am looking forward to the new user interface that will make the site more responsive to the device the employees are using. There are times that people just do not "page down" and then they miss important information.

Review Source: Capterra

  Response: PlanSource, PlanSource

Date: August 2017

August 2017

 

Tammi, We are so glad that we are able to add value to Murray Securus and help you and your employees during Open Enrollment and beyond!
We really appreciate our partnership!

 

Melinda from DCM
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

Good product, not enough knowledgeable support or client education

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its reporting system alone seems to be able to manipulate your data in any way possible you could ever need. The payroll interface is simple as is the benefits. The problem I face most with this is the support by the company. The training on how to use their reporting system and its vast capabilities are lacking. If I have problems and contact their customer service team, I often find myself explaining to them the finer details of how a simple interface, such as PTO setup, works in regards to the detail or assistance I need. I don't know if they are growing too fast and don't have the staff support to keep up or their staff just isn't up to speed on their product as they need to be. I find myself leaning on the team for support less and less. Additionally, there are many things in the system that occur (bugs, known issues etc) that just don't make sense. Plansource recommends vendors for you to use for other pieces of your business that are 'built to flow' to their systems. However, we find that they don't actually capture all of the information that's needed and take all parts into consideration. We are using this recommended vendor and yet still have to do our own workarounds to make their 'flow of information' between systems complete.

That being said when there is an issue that they have erred on - they do go above and beyond to correct it.

Review Source: Capterra
 

Asher from Allied Health Media

December 2016

December 2016

Good tool for Benefits Admin

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

A solid tool for benefits administration. Fairly easy to set up with your benefits broker. Ties in with Guardian direct feeds.

Review Source: Capterra
 

Susan from Cellular Sales
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2016

September 2016

Devoted Client Of PlanSource

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been using the PlanSource system for over 7 years for our payroll and HR needs. They provide a high level of customer service and continue to evolve their product with the changing needs of the market. I highly recommend their services to anyone looking for a system which can provide a robust payroll system, ACA and benefits administration, time keeping software, and onboarding all in one place.

Review Source: Capterra

  Response: PlanSource, PlanSource

Date: September 2016

September 2016

 

Thank you very much Susan!

We really appreciated it!