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PlanSource Reviews & Product Details

PlanSource Product Details

PlanSource has 20 years of HR Industry experience starting as a benefits administration platform and has evolved to a benefits engagement solution. We partner with an expansive set of carriers, HCM companies and lifestyle benefit providers enabling our customers and members to live happier, healthier lives by maximizing their benefits. Our core values center around creating wildly successful customers and we do so by investing in innovation and solving fundamental benefits concerns like decision support, carrier integrations and benefits utilization differently, allowing you to engage team members year-round rather than just 15 minutes yearly during your annual open enrollment. While PlanSource has the bones and history of a top-tier benefits administration platform, we have transcended into a new category focused on engagement. Our administration platform is at the core, however, surrounding that are all the features and components necessary to truly maximize the value of your benefits package, make your benefit plans relevant 24/7/365. We’re excited to help you understand our offering and the problems we solve and ultimately make it clear what you should expect with PlanSource as your best-in-class Benefits Engagement Provider.

Seller

PlanSource

Discussions

PlanSource Community

Languages Supported

English, Spanish

Product Description

PlanSource is a multi-carrier benefits administration platform that supports benefits programs including both defined contribution and defined benefit models.

Overview by

Cat Miller

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

15 months

View More Pricing Information

Top-Rated Alternatives

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PlanSource Media

PlanSource Demo - PlanSource Enrollment Screen

PlanSource features an intuitive and user-friendly employee experience optimized for engagement.

PlanSource Demo - PlanSource Educational Videos

PlanSource supports video directly within the enrollment experience for timely education.

PlanSource Demo - PlanSource Decision Support

PlanSource offers the ability to easily compare different plans and built-in decision support tools.

PlanSource Demo - PlanSource Mobile-Friendly

PlanSource's mobile-friendly ('responsive') design allows for effortless enrollment on any device.

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AC

Andrew C.

Mid-Market (51-1000 emp.)

4/11/2023

"Plansource Review"

4/5

What do you like best about PlanSource?

Plansource has many features and is pretty customizable. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I am not the biggest fan of the layout and design. The navigation is not as user friendly as it could be. Review collected by and hosted on G2.com.

AR

Verified User in Retail

Enterprise (> 1000 emp.)

8/11/2022

"PlanSource is Very Client Centric"

4.5/5

What do you like best about PlanSource?

Ever evolving platform that meet client needs Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The system is very robust so there is a lot to learn Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Enterprise (> 1000 emp.)

9/30/2021

"Great Benefits Platform"

5/5

What do you like best about PlanSource?

Plansource tells you exactly how much you're contributing per paycheck. At other companies I've worked at, W9s, benefits, payroll breakdowns all sat on different platforms. It was a pain in the butt. Now that we're using Plansource I can login and see ALL my contributions, deductions, and even Health ID cards! It's saved me in a pinch. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

I forget my username sometimes, and Plansource actually does not have an option to recover your username. You need to know the username of your account in order actually to reset your password, but I wish you were able to just verify via email or have two factor authentication. Luckily my Plansource admin was able to advise me of my username. Review collected by and hosted on G2.com.

AP

Verified User in Primary/Secondary Education

Enterprise (> 1000 emp.)

8/12/2021

"Top notch account managers"

3/5

What do you like best about PlanSource?

The account management team is the best! Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The billing process is daunting, and we have had many errors in the billing in the first year. We also are constantly comparing our records to theirs to make sure they apply payments correctly. Review collected by and hosted on G2.com.

AH

Verified User in Hospital & Health Care

Enterprise (> 1000 emp.)

8/13/2021

"Easy to use webite"

4/5

What do you like best about PlanSource?

The website is easy to navigate. It does take some getting used to. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

The tickets are oddly named and not intuitive to find. Review collected by and hosted on G2.com.

AC

Verified User in Construction

Enterprise (> 1000 emp.)

8/19/2021

"Made things a lot more streamlined"

4/5

What do you like best about PlanSource?

The ease of access for users and admins. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

There have been a few issues with customer service working with employees—more of miscommunications. Review collected by and hosted on G2.com.

AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/26/2021

"Not the best, not the worst"

2.5/5

What do you like best about PlanSource?

- The core of the system does work and integrates with other carriers as intended.

- It also has by far the fastest integration I've seen with Anthem. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

- Reporting system isn't very intuitive to create reports.

- Any upgrades have been focused on making UI prettier, but not more flexible or intuitive.

- There are many system limitations that do not allow you to set it exactly like you wanted. Review collected by and hosted on G2.com.

What problems is PlanSource solving and how is that benefiting you?

I've given feedback to my OE rep and given comments on what I did not like about the system. Instead of acknowledging it was system limitations she would focus on what employees should do instead even though my concern was that they would not do it as they would like. For example, I made a comment that if someone selects an FSA amount and then deletes it in OE, it should go to $0 for the election, but it actually keeps the last amount entered even though it was deleted. When I brought this up in testing, the response was "EEs should enter $0 instead of the delete button" Review collected by and hosted on G2.com.

MB

Maribel B.

Benefits Specialist

Enterprise (> 1000 emp.)

2/26/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Happy District"

5/5

What do you like best about PlanSource?

Super easy user friendly system, very easy to read and able to export details on your own. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Not very certain why there mass staffing changes, but we would like to remain with the same account manager.

In the time the district has utilized PS we have had 4 :( Review collected by and hosted on G2.com.

AT

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

8/12/2021

"It works for the most part, Ops can be messy sometime"

3/5

What do you like best about PlanSource?

The system is reliable, haven't seen anyone fall out in any enrollment so far. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Internal Ops are pretty messy, have to work with new AMs pretty often. Review collected by and hosted on G2.com.

AE

Verified User in Education Management

Mid-Market (51-1000 emp.)

8/17/2021

"Benefits Coordinator"

4/5

What do you like best about PlanSource?

Software platform is excellent!

Stores data well. Review collected by and hosted on G2.com.

What do you dislike about PlanSource?

Customer Service needs improvement.

Otherwise good Review collected by and hosted on G2.com.

Pricing Insights

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

15 months

Average Discount

13%

View More Pricing Information

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PlanSource Features

Platform

User, Role, and Access Management

Performance

Reporting

Benefits Administration Platform Features

Benefits Record Management

Enrollment Planning

Third-Party Carrier Integration

View More Features

Categories on G2

SAP Store Benefits Administration

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PlanSource Reviews & Product Details

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PlanSource Reviews (145)

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