PlanSource
3.9
160

Not Claimed

PlanSource is a benefits engagement solution with 20 years of HR industry experience. They partner with carriers, HCM companies, and lifestyle benefit providers to maximize benefits and create successful customers. They invest in innovation to solve fundamental benefits concerns and engage team members year-round. Their administration platform is at the core, with features and components to maximize the value of benefits packages. PlanSource aims to be the best-in-class Benefits Engagement Provider.
Developer
PlanSource
Category
HR
HQ Location
Orlando, FL
Year Founded
2008
Number of Employees
696
Strengths
  • Customizable

    Allows for tailored benefit plans

  • Integrations

    Seamlessly integrates with other HR systems

  • Mobile App

    Provides easy access for employees on-the-go

Weaknesses
  • Pricing

    May be expensive for small businesses

  • Complexity

    May require training for effective use

  • Limited Features

    May not have all the features some businesses need

Opportunities
  • Increasing demand for benefits administration software
  • Opportunity to expand into new markets
  • Opportunity to add new features to stay competitive
Threats
  • Competitors offering similar products
  • Changes in regulations may affect demand
  • Decreased demand during economic downturns

Ask anything of PlanSource with Workflos AI Assistant

https://plansource.com/
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software. I have extensive knowledge of our software products and am committed to providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?

Review Distribution

  • 👍
    High - rated users

    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.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!.

  • 🤔
    Average - rated users

    Integrates with UltiPro. You can make custom benefit pages.Implementation went past schedule by 3 months because of errors setting up our benefits. EDI took 4 months to set up, some of which were abandoned, multiple times. Implementation ran into open enrollment period. The implementation team stopped working on benefits for initial implementation and said that they were changing during open enrollment so they would only focus on those benefits. System doesn't allow benefit information on each product to be accessible after enrollment. Doesn't allow for benefits that rate have to be manually managed. Doesn't really allow custom benefits. System is slow. Way too many clicks per benefit selection.

Media

PlanSource 161498e8-c176-4f6f-933a-923623b0290d.png PlanSource ab4d3403-fb82-4f89-a6d2-ce716ea8973b.png PlanSource c68cb7ab-36bc-4462-9e02-ee1cd44c8e8b.png PlanSource e1df42ba-23bc-4f3e-97b3-38cb6ff9459f.png PlanSource f469b064-b38d-4bb1-9230-1322d059ebc4.png PlanSource a8236f36-74dd-4720-917d-cd19973aad18.png

PlanSource Plan

PlanSource offers tiered pricing plans based on the number of employees, with additional features available in higher versions.
Request a Demo
OK , I Know
Request a Demo
OK , I Know