PlanSource

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About

PlanSource is ranked #2 of 27 in benefits Administration Software on Inferse. It runs on Android, API, iOS, Web.

Compared on benefits Administration Software

Eligibility rules: Yesplansource.com
Enrollment events: allplansource.com
Plan types: HSA, FSA, HRA, LSAplansource.com
Payroll deductions: Yesplansource.com
COBRA administration: Yesplansource.com
ACA reporting: Yesplansource.com

Facts

What it does: PlanSource provides a unified benefits administration platform for HR teams and employees.plansource.com · 2 Oct 2026
Employee experience: The platform offers employees a personalized, guided benefits experience from enrollment through everyday benefits use.plansource.com · 2 Oct 2026
Administration services: Services include ACA administration, COBRA administration, carrier billing and payment, advocacy, employee communications, and dependent verification.plansource.com · 2 Oct 2026
AI features: PlanSource says its AI supports configuration, reporting, employee communications, dependent verification, virtual assistance, and service center interactions.plansource.com · 2 Oct 2026
AI oversight: PlanSource says its AI is designed to be observable, auditable, and human-approved, with human oversight central to its applications.plansource.com · 2 Oct 2026
Carrier integrations: Its Boost program uses APIs for plan configuration, enrollment updates, evidence of insurability, and provider directory search.plansource.com · 2 Oct 2026
Named carrier connections: The Plan Configuration API is live with select carriers Guardian, MetLife, and Mutual of Omaha.plansource.com · 2 Oct 2026
HCM integrations: PlanSource says it connects with leading HCM platforms and synchronizes data in real time.plansource.com · 2 Oct 2026
Security and compliance: Its Trust Center lists CCPA, HIPAA, SOC 2 Type 2, 23 NYCRR 500, and ISO/IEC 27001:2022 among its compliance topics.trust.plansource.com · 2 Oct 2026
Security controls: The Trust Center lists audit logging, multi-factor authentication, data backups, encryption at rest, application penetration testing, and vulnerability and patch management.trust.plansource.com · 2 Oct 2026
Support: PlanSource says each client receives an Account Manager, Account Analysts, an Executive Sponsor, and access to subject matter experts.plansource.com · 2 Oct 2026
Who it serves: PlanSource works with employers as well as brokers and benefits consultants advising employers on benefits strategy and technology.plansource.com · 2 Oct 2026
Mobile access: PlanSource's employee guide describes adding The Source to Apple and Android mobile devices using a mobile browser and custom URL.plansource.com · 2 Oct 2026