PlanSource

PlanSource

4.5 / 5 4 reviews

Who Uses This Software?

PlanSource works exclusively with brokers to serve small, medium and large groups across multiple industries.


Average Ratings

4 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $4.00/month/user
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • PlanSource
  • www.plansource.com/
  • Founded 2008
  • United States

About PlanSource

PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. The company works with nearly 10,000 companies and 3.5 million consumers, providing flexible and intuitive software and services for benefits administration and human capital management. By combining industry-leading software platform and professional services, PlanSource provides complete solution for benefits shopping, enrollment, billing, compliance and administration.


PlanSource Features

  • Claims Management
  • COBRA Administration
  • Deduction Management
  • Disability Insurance Administration
  • Employee Database
  • FMLA Administration
  • For Brokers
  • For Employers
  • FSA Administration
  • Health Insurance Administration
  • HIPAA Compliant
  • Life Insurance Administration
  • Provider Management
  • Retiree Administration
  • Retirement Plan Management
  • Self Service Portal

PlanSource Reviews Recently Reviewed!

I have been utilizing the PlanSource platform for over 4 years now.

Aug 21, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: We utilize the system to manage our robust benefit package. It easily maintains each person's elections, sends a data feed to each of the carriers, and does this all without paper! Open enrollment is so much simpler, and there are fewer errors.

While the customer support has had some growing pains, I believe we are over that hurdle. Response time is great and the relationships formed with key administrators has helped us work through our complicated program.

Cons: I am looking forward to the new user interface that will make the site more responsive to the device the employees are using. There are times that people just do not "page down" and then they miss important information.

Vendor Response

by PlanSource on August 24, 2017

Tammi, We are so glad that we are able to add value to Murray Securus and help you and your employees during Open Enrollment and beyond! We really appreciate our partnership!

Good product, not enough knowledgeable support or client education

Dec 08, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its reporting system alone seems to be able to manipulate your data in any way possible you could ever need. The payroll interface is simple as is the benefits. The problem I face most with this is the support by the company. The training on how to use their reporting system and its vast capabilities are lacking. If I have problems and contact their customer service team, I often find myself explaining to them the finer details of how a simple interface, such as PTO setup, works in regards to the detail or assistance I need. I don't know if they are growing too fast and don't have the staff support to keep up or their staff just isn't up to speed on their product as they need to be. I find myself leaning on the team for support less and less. Additionally, there are many things in the system that occur (bugs, known issues etc) that just don't make sense. Plansource recommends vendors for you to use for other pieces of your business that are 'built to flow' to their systems. However, we find that they don't actually capture all of the information that's needed and take all parts into consideration. We are using this recommended vendor and yet still have to do our own workarounds to make their 'flow of information' between systems complete.

That being said when there is an issue that they have erred on - they do go above and beyond to correct it.

Good tool for Benefits Admin

Dec 06, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: A solid tool for benefits administration. Fairly easy to set up with your benefits broker. Ties in with Guardian direct feeds.

Devoted Client Of PlanSource

Sep 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Comments: I have been using the PlanSource system for over 7 years for our payroll and HR needs. They provide a high level of customer service and continue to evolve their product with the changing needs of the market. I highly recommend their services to anyone looking for a system which can provide a robust payroll system, ACA and benefits administration, time keeping software, and onboarding all in one place.

Vendor Response

by PlanSource on September 23, 2016

Thank you very much Susan! We really appreciated it!