Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transform and enhance every element of your benefits program using PlanSource. Reach your employees through personalized messaging and communication initiatives that can be tailored by group and automatically disseminated via email, text, mobile app, and additional platforms. With integrated self-billing and invoice reconciliation, you'll spend less time auditing and correcting insurance bills monthly, allowing for a more productive workflow. Our comprehensive compliance solutions provide reassurance regarding ACA measurement and reporting, COBRA administration, eligibility criteria, and much more. Efficient workflows and immediate integrations offer an enrollment process crafted to increase engagement and participation in plans. Our fully mobile experience—available on both our app and website—simplifies the process of exploring benefits, making it as easy as online shopping. By removing manual tasks and countless hours of HR administrative duties, you can achieve genuine end-to-end automation for your benefits system. This not only elevates employee satisfaction but also enhances the overall effectiveness of your benefits administration.
Description
Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience.
In addition to industry-leading technology, Workterra offers a comprehensive suite of administrative services to help clients with all of their benefits needs, including ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and more.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ADP Celergo
Yes
ADP DataCloud
Yes
ADP Enterprise HR
Yes
ADP Global Payroll
Yes
ADP Learning Management
Yes
ADP Mobile Solutions
Yes
ADP Next Gen HCM
Yes
ADP Onboarding
Yes
ADP StandOut
Yes
ADP Streamline
Yes
Integrations
ADP Celergo
No
ADP DataCloud
No
ADP Enterprise HR
No
ADP Global Payroll
No
ADP Learning Management
No
ADP Mobile Solutions
No
ADP Next Gen HCM
No
ADP Onboarding
No
ADP StandOut
No
ADP Streamline
No
Pricing Details
$4 per month
Free Trial
Yes
Free Version
No
Pricing Details
Workterra BenAdmin charges a PEPM rate, as well as an upfront implementation fee. Most of our admin services are also billed on PEPM or PPPM basis.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PlanSource
Founded
2008
Country
United States
Website
www.plansource.com
Vendor Details
Company Name
Workterra
Founded
1987
Country
United States
Website
www.workterra.com
Product Features
Benefits Administration
COBRA Administration
Yes
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
Yes
FMLA Administration
No
FSA Administration
Yes
Flexible Spending Accounts
No
For Brokers
Yes
For Employers
Yes
HIPAA Compliant
Yes
Health Insurance Administration
Yes
Life Insurance Administration
Yes
Online Benefits Enrollment
Yes
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
Product Features
Benefits Administration
COBRA Administration
Yes
Claims Management
No
Deduction Management
Yes
Disability Insurance Administration
No
Employee Benefits Administration
Yes
FMLA Administration
No
FSA Administration
Yes
Flexible Spending Accounts
Yes
For Brokers
Yes
For Employers
Yes
HIPAA Compliant
Yes
Health Insurance Administration
Yes
Life Insurance Administration
Yes
Online Benefits Enrollment
Yes
Premium Billing
Yes
Provider Management
No
Retiree Administration
Yes
Retirement Plan Management
No
Human Resources
360 Degree Feedback
No
Applicant Tracking
No
Attendance Management
No
Benefits Management
Yes
Career Development Planning
No
Compensation Management
No
Compliance Management
No
Employee Database
Yes
Employee Lifecycle Management
No
Onboarding
No
Payroll Management
No
Performance Management
No
Recruiting Management
No
Self Service Portal
Yes
Succession Planning
No
Time & Attendance Management
No
Time Off Management
No
Timesheets
No
Training Management
No