# PlanSource Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is PlanSource the right Benefits Administration solution for you? Explore 15 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/141264/PlanSource/reviews --- PlanSource 3.9 (15) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of PlanSource Ease of use 3.7 Customer Service 3.4 ## Showing most helpful reviews Showing 1-15 of 15 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Scott S. Director of Human Resources Transportation/Trucking/Railroad Used the software for: 2+ years ### "Plansource has helped us comply with the ACA and move our benefits enrollment from paper to online. " January 30, 2018 5.0 ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors. Pros Continuing to improve the software with frequent releases/updates. Has helped us better manage our benefits and took us from paper benefits enrollment to online. Also has simplified our billing process with our insurance vendors. Cons Initial integration was a little bumpy. When we first started using Plansource it was a little behind a few other solutions from a feature standpoint, but I believe they have caught up! Review Source Response from PlanSource May 22, 2018 Scott, we are happy to help on the ACA front! Staying compliant is more important than ever. MH Maci H. Director of Human Resources Hospital & Health Care Used the software for: 6-12 months ### "PlanSource review for HR Directors or Benefit Coordinators" November 22, 2021 4.0 Onboarding and offboarding through the changing turnovers that we currently experience in healthcare right now is made easier by PlanSource. We currently have 171 employees and that number fluctuates every day. PlanSource is the reason I can keep up with on and offboarding. Pros Starting in this position as a new graduate, I was unfamiliar with the benefit enrollment function. My trainer showed me how our company utilizes PlanSource and I was all game from the first day. I can easily search any employee I have and very quickly see their current benefits, eligibility and premiums. Cons My least liked feature was the document library. I could never find what I was looking for. Turns out... our benefits broker just hadn't uploaded our company specific documents. Everything is uploaded now and I reference that library frequently. Review Source LH Leah H. HR Generalist Telecommunications Used the software for: Less than 6 months ### "Lots of promises that fell through" June 3, 2020 3.0 \-7 months later and my initial implementation is not finalized. I am in open enrollment and fixing way too much stuff. -The benefit codes that were set up in UltiPro take a PhD to understand. -The reporting feature which was sold as this amazing feature, actually is terrible. Want to move your column arrangement? Get ready to remove all the fields and add the again in the order. What happened to dragging the column to the order you need it in? I could go on for days, but I think you get the point. I did a lot of research and asked a lot of questions before getting this system. I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case. Pros Pros: - integrates with UltiPro - You can make custom benefit pages, but those go away after enrollment, so get ready to make handouts with the same information for your employees. I love doing the same work twice. Cons Cons: Implementation: - Implementation went past schedule by 3 months because of errors setting up our benefits. - EDI took 4 months to set up, some of which were abandoned, multiple times. - implementation ran in to open enrollment period. The implementation team stopped working on benefits for initial implementation and said that they were changing during open enrollment so they would only focus on those benefits. So manual processes for admin for 3 months. - implementation team does your uploads, get ready to redo those. Data was uploaded in to "user defined" (aka custom fields) with wrong data, but uploaded correctly in the benefit field. This made it a joy to audit and correct, which fell on the benefit admin. Implementation team did not offer to correct. System: - doesn't allow benefit information on each product to be accessible after enrollment. Meaning your employees can not access this information - doesn't allow for benefits that rate have to be manually managed. Have a vendor that doesn't a rate table or is custom, they can't support that. - Doesn't really allow custom benefits, i.e. different classes of life insurance with different rules, so get ready to change your benefits - system is slow, my assumption is because of the integration in UltiPro - for $20,000, I have a broken system and am still doing manual work that I was told could be automated - way too many clicks per benefit selection. Get ready to click 4 times for each benefit Switched from [Maxwell Health](https://www.capterra.com/p/143519/Maxwell-Health/) Ultimately Maxwell Health did not integrate with UltiPro, which is why we switched. I actually really like the system and the user friendliness for employees. Maxwell also didn't allow for benefits administrators to make their own changes to products or set up open enrollment. Being reliant on another team is another level that is not needed and not a good use of time. Review Source Response from PlanSource August 18, 2020 Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Professional Services team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at lisa.vanever@plansource.com or 689-205-5698. We look forward to hearing from and helping your team soon. All the Best, Lisa Van Ever SVP, Professional Services PlanSource Lisa.VanEver@plansource.com MG Melinda G. Used the software for: 2+ years ### "Good product, not enough knowledgeable support or client education" December 8, 2016 4.0 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. Review Source TM Tammi M. Vice President, Human Resources Insurance Used the software for: 2+ years ### "I have been utilizing the PlanSource platform for over 4 years now." August 21, 2017 5.0 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. Review Source Response from PlanSource 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! VR Verified Reviewer Human Resources Construction Used the software for: 2+ years ### "Not my first suggestion" August 17, 2020 2.0 Shop around, there are better options out there. PlanSource seems to only be about getting every last dime they can from their customers instead of investing the time to improve their system or establishing a good customer service protocol. Pros The smart address lookup feature is my favorite piece of this software. I really don't like or love much else about it. Cons The software is not user friendly and consistently has issues. The reporting software and functionality is among the worst I've ever used in my career. Customer service is mediocre at best and they charge for literally EVERYTHING you ask them to do or help with. Reason for choosing PlanSource Our 3rd party insurance agent suggested them. Review Source Response from PlanSource August 18, 2020 Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Customer Service team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at mark.papp@plansource.com or 407-591-3380. We look forward to hearing from and helping your team soon. All the Best, Mark Papp SVP of Customer Success PlanSource mark.papp@plansource.com SM Stephanie M. HR Specialist Hospital & Health Care Used the software for: 2+ years ### "PlanSource Review" August 29, 2018 5.0 Benefits enrollment and benefits maintenance is easily done with PlanSource. Pros PlanSource is easy to use. Employee's are easy to set up, the reporting tool is excellent. Cons There is nothing I don't like about PlanSource. Review Source JZ Jeannette Z. HR Payroll Director Used the software for: 2+ years ### "We paid for services we didnot get for 10 months They could not get it together " September 12, 2018 1.0 There is nothing about this company that I would recommend. Pros There is nothing I liked about this company all that is cared about is money not their customers satisfaction.. Cons Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers. They will not take responsibility for anything all they want is their money. Review Source VR Verified Reviewer Senior Field Marketing Manager Computer Software Used the software for: Less than 6 months ### "Good experience for first-time users" December 20, 2018 4.0 It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible. I was a tester asked to jump in and help HR evaluate from the individual employee user perspective. Pros Ease of use and ability to see all benefits enrolled in per employee on one page. Shows year to year comparisons by person. Cons I didn't realize at first that some changes to information require approval, so key changes were made that ended up in 'pending' status without our testing team's knowledge. Lesson learned. Review Source VR Verified Reviewer Global Lead, Learning & Organizational Development Consumer Goods Used the software for: Less than 6 months ### "Easy to use, straightforward Benefits Management Platform" April 12, 2020 5.0 Pros I've used a number of platforms to enroll in benefits in my career, and PlanSource may be the easiest to use. Information is displayed in a clean interface, you have a separate section housing all benefits documentation (such as flyers, insurance riders, etc.), and best of all, it runs FAST. Cons I honestly cannot think of any cons for PlanSource, any drawbacks would most likely be related to how well your organization makes use of its features. Review Source SC Susan C. HR Manager Retail Used the software for: 2+ years ### "Devoted Client Of PlanSource" September 23, 2016 5.0 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. Review Source Response from PlanSource September 23, 2016 Thank you very much Susan! We really appreciated it! VR Verified Reviewer Senior Producer Marketing and Advertising Used the software for: 2+ years ### "Nice HR software but can be clunky to use" July 1, 2021 3.0 My last job is the only place I have used PlanSource and it is nice to know that it is my go-to place for most of my HR needs. Pros This is a nice HR software that puts all the employee info in one place. It is nice to know for most of your employee paperwork and info is located here. Cons The user interface can be a bit clunky, so it takes a moment to get used to it, but overall it is a great option. Review Source BC Berkeley C. Production Assistant Construction Used the software for: 1-2 years ### "Easy to use" April 25, 2018 4.0 Pros The ACA compliance portion of the system is really well though out, not to mention it's really user friendly and easy to navigate! Cons Nothing negative to say about this software, only that clocking in takes a couple of minutes sometimes. Review Source VR Verified Reviewer SFDC Solution Architect Computer Networking Used the software for: 6-12 months ### "I use this application to submit my FSA and child care expenses" August 16, 2019 4.0 Good! Pros Easy to use, their expense claim processing is fast. Cons Their portal has some room for improvement, rest all good. Review Source AP Asher P. Used the software for: ### "Good tool for Benefits Admin" December 6, 2016 4.0 A solid tool for benefits administration. Fairly easy to set up with your benefits broker. Ties in with Guardian direct feeds. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.