PlanSource 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.
PlanSource Alternatives
Elation Health is the leading platform for primary care, empowering 32,000 clinicians to deliver personalized care to over 16 million patients. With a clinical-first EHR, integrated billing, and AI-powered tools, Elation simplifies care workflows to help independent practices thrive.
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Meet Healthee—your intelligent healthcare navigation platform.
Healthee takes the guesswork out of healthcare by delivering clear, personalized answers to employees’ healthcare and benefits questions—instantly. Employees can seamlessly navigate their existing health plans with on-demand guidance, all in one intuitive, mobile-first experience.
Powered by Zoe, Healthee’s AI-powered Personal Health Assistant, employees receive tailored insights into coverage, costs, and care options—helping them make smarter decisions that reduce unnecessary healthcare spend.
Healthee also simplifies open enrollment with easy-to-use plan comparison tools, guiding employees to the plans that best fit their needs and expected usage. This drives better plan selection, fewer surprises, and meaningful cost savings for both employees and employers.
For HR teams, Healthee reduces administrative burden by delivering fast, accurate benefits support without changing existing plans. For finance leaders, claims analytics and cost insights provide visibility into utilization trends and key cost drivers, empowering CFOs to optimize plan design and control rising healthcare costs.
The result: confident employees, healthier organizations, and a more cost-effective benefits strategy—right at your fingertips.
Built for benefits managers and HR leaders, Healthee serves as a total benefits administration solution that consolidates 50+ point solutions into one intelligent hub. From FSA and HSA guidance to mental health navigation, telemedicine, and EAP access, Healthee connects every benefit in one place—increasing utilization, reducing cost-per-claim, and eliminating benefits fragmentation. Real-time analytics surface which benefits are underused so managers can reallocate budget strategical
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Web Benefits Design
Web Benefits Design (WBD) stands out as a premier firm in the realm of employee benefits technology, communication, and administration on a national scale. Collaborating with businesses of various sizes, WBD crafts cutting-edge employee benefit solutions that emphasize both innovation and value. Our comprehensive approach serves as a single resource for both employees and Human Resources to efficiently manage benefits. Clients receive a tailored benefits website that features their company logo, colors, images, and branding for a personalized touch. The Supersite acts as a centralized hub for enrollment, benefit comparisons, plan documents, forms, contacts, and tools for decision-making. To create an engaging and impactful experience, our interactive decision support tool enables employees to evaluate future healthcare needs, annual premium costs, and benefit designs to ensure they select the most suitable plan. Additionally, WBD is proud to provide industry-leading COBRA and ACA services! Our benefits administration platform boasts fully integrated eligibility logic, complete with real-time updates and reports for COBRA and ACA data. With WBD, clients benefit from one cohesive team, a singular eligibility source, and a unified solution to all their benefits needs. Furthermore, we are dedicated to continuously enhancing our offerings to better serve our clients and their employees.
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Genius Avenue
Genius Avenue powers the insurance industry with innovative platform solutions and custom capabilities that connect products to customers and increase bottom line.
Insurance Carriers
With a team of insurance professionals, go beyond the software.
Voluntary Benefits
End-to-end customizable capabilities that simplify operations and drive sales.
Brokers
Get payroll benefits and streamline enrollment and administration.
Captives Carriers
Eliminate outdated systems and optimize enrollment.
We assist our partners in expanding markets, simplifying enrollment and administration, optimizing business processes, and unlocking the full potential of customer-centric, digital platforms.
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Pricing
Pricing Starts At:
$4 per month
Free Trial:
Yes
Integrations
Company Details
Company:
PlanSource
Year Founded:
2008
Headquarters:
United States
Website:
www.plansource.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support
PlanSource Features and Options
Benefits Administration Software
COBRA Administration
Employee Benefits Administration
FSA Administration
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
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