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.



10 Reviews of PlanSource

Overall rating

4.00 / 5 stars

Filters:

Showing 1 - 10 of 10 reviews

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

December 2018

Good experience for first-time users

It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible. I was a tester asked to jump in and help HR evaluate from the individual employee user perspective.

Pros

Ease of use and ability to see all benefits enrolled in per employee on one page. Shows year to year comparisons by person.

Cons

I didn't realize at first that some changes to information require approval, so key changes were made that ended up in 'pending' status without our testing team's knowledge. Lesson learned.

September 2018

Jeannette from The Kelleher Corp

Company Size: 201-500 employees

Review Source


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

September 2018

We paid for services we didnot get for 10 months They could not get it together

There is nothing about this company that I would recommend.

Pros

There is nothing I liked about this company all that is cared about is money not their customers satisfaction..

Cons

Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers. They will not take responsibility for anything all they want is their money.

August 2018

Stephanie from SMA Behavioral Health Services, Inc.

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

PlanSource Review

Benefits enrollment and benefits maintenance is easily done with PlanSource.

Pros

PlanSource is easy to use. Employee's are easy to set up, the reporting tool is excellent.

Cons

There is nothing I don't like about PlanSource.

May 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

May 2018

Basic payroll system a little behind the time

Quick customer service. Simple payroll processing.

Pros

The centralized customer service allows you to receive prompt assistance. The employee management sections are relatively easy to use.

Cons

The reporting feature is very difficult to use. There are thousands of options to build reports and its very difficult to tell what they each do and weather it will give you the information you actually need.

April 2018

Berkeley from Emerson Home Services

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Functionality

4 of 5

April 2018

Easy to use

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.

January 2018

Scott from Central Freight Lines, Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

January 2018

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

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!

Response from PlanSource of PlanSource

Replied May 2018

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

August 2017

Tammi from Murray Securus

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

August 2017

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

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.

Response from PlanSource of PlanSource

Replied 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!

December 2016

Melinda from DCM

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

5 of 5

December 2016

Good product, not enough knowledgeable support or client education

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.

December 2016

Asher from Allied Health Media

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

3 of 5

December 2016

Good tool for Benefits Admin

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

September 2016

Susan from Cellular Sales

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2016

Devoted Client Of PlanSource

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.

Response from PlanSource of PlanSource

Replied September 2016

Thank you very much Susan! We really appreciated it!