PlanSource’s cover photo
PlanSource

PlanSource

Software Development

Orlando, Florida 31,999 followers

Benefits administration powered by smart tech and human guidance—so every choice is clear, simple, and supported.

About us

PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

Website
https://plansource.com/
Industry
Software Development
Company size
501-1,000 employees
Headquarters
Orlando, Florida
Type
Privately Held
Founded
2008
Specialties
HR IT Technology, HR / Payroll solutions, SaaS / Cloud-based services, HCM, Human Capital Management, Enrollment, Compliance, Benefits Shopping, Intuitive Software, Open Enrollment, Employee Engagement, Employee Benefits, benefits engagement, and benefits administration

Products

Locations

  • Primary

    122 W Pine St

    Suite 203

    Orlando, Florida 32801, US

    Get directions
  • 9 Exchange Place, Suite 800

    Salt Lake City, UT 84111, US

    Get directions
  • RMZ Infinity, Swami Vivekananda Road, Bennigana Halli

    Unit No. 801, 08th Floor, Tower B

    Bengaluru Bangalore KA, IN 560016, IN

    Get directions

Employees at PlanSource

Updates

  • Only 36% of employees feel knowledgeable about their benefits.  That's a problem, especially as healthcare costs continue to rise, employee expectations evolve, and HR teams look to AI to do more with less.  The challenge isn't always the benefits being offered. It's whether employees can easily access, understand, and use them.  Our new report, The future of employee benefits, explores the trends shaping benefits administration and what leading organizations are doing to create better experiences for employees and HR teams.  Download the report: https://hubs.li/Q04x9dMW0   #HRTech #EmployeeExperience #BenefitsAdministration 

  • Most benefits get attention once a year. Consumer health accounts don't work that way.  Employees check balances, track expenses, and make real financial decisions — all year long. Yet many still leave money on the table because the experience isn't built for how often they show up.  Few benefits generate this kind of year-round engagement. The question is how to make the most of it.  In our latest blog, we break down why consumer health accounts deserve a bigger role in your annual enrollment strategy.  Read the blog: https://hubs.li/Q04wZJV20 #PlanSource #HRTech #BetterBenefitsBetterHealth 

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  • Small improvements in the employee experience can have a big impact. The Hartford wanted a more seamless way for employees to move through the EOI process while giving HR practitioners greater visibility along the way. With PlanSource, they've helped create a faster, more transparent experience for everyone involved. See how organizations are creating simpler, more seamless benefits experiences here. https://hubs.li/Q04wDB3j0 #PlanSource #HRTech

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  • HR Tech bringing you to Vegas? We’re bringing back one of the best parts of it. Step into "A Night in Old Vegas" with PlanSource at the House of Blues during HR Tech 2026 — where classic cocktails, live music and a little vintage Vegas glamour are on the agenda. Reach out to your PlanSource contact or send us a message for more information. #HRTech2026 #PlanSource

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  • Four weeks. Eight cities. One team. This August, PlanSource team members hit the streets (and the parks, and the pantries) from coast to coast for PlanSource Cares — our annual month of service, community, and giving back. Guided by our five pillars — Community, Customers, Family, Teammates, Self — our teams showed up for the people and places that matter most. Because PlanSource Cares is how we bring service to life, for ourselves and for one another. Grateful for every teammate who rolled up their sleeves this month. 📍 Orlando, FL 📍 Tampa Bay, FL 📍 Chicago, IL 📍 Austin, TX 📍 Greenville, SC 📍 Charleston, SC 📍 Durham, NC 📍 Salt Lake City, UT #PlanSourceCares #OneTeam #PlanSource

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  • Some things are surprisingly chic.   Like uploading a document for a qualifying life event from your phone. Checking your HSA balance without jumping between apps. Getting answers about your benefits when it's convenient for you. Or not having to manage configurations across emails, spreadsheets, and crossed fingers.   We're working to make benefits as easy as breathing. These enhancements are one more step in that direction.   #HRTech #PlanSource #KindaChic

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  • View organization page for PlanSource

    31,999 followers

    What happens when benefits processes are faster and more transparent? For Scott Venerable and the team at The Hartford, giving employees real-time visibility into their Evidence of Insurability (EOI) status helped drive a significant increase in participation. "Employees get to see real-time decisions via the API. It’s taken those going through the underwriting process from roughly 27% to around 87%. That’s pretty huge." — Scott Venerable, Assistant Director of Strategic Partner Solutions #PlanSource #HRTech

  • View organization page for PlanSource

    31,999 followers

    One of the best parts of PlanSource Social is creating opportunities for meaningful connections across the benefits community. Last Thursday, more than 50 HR and benefits professionals gathered at Vintage Green Rooftop in New York City for an evening of networking, thoughtful conversation, and shared insights with peers from across the industry.   A special thank you to our event partners Aura, Beyond Med, and MetLife for helping make the event possible, and to everyone who joined us and contributed to the evening's energy and conversation.   We're thankful for the relationships strengthened, ideas exchanged, and connections that will continue long after the event.   PlanSource Social heads to Kansas City on September 17! #PlanSourceSocial #PlanSource

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