PlanSource

Overview

PlanSource is a technology company based in Orlando, Florida that specializes in cloud-based software solutions designed to automate and simplify employee benefits programs for businesses of all sizes. Since its founding in 2008, the company has focused on streamlining benefits management and utilization through an intuitive platform tailored for both HR teams and employees.

The company provides a comprehensive suite of services, including benefits shopping and enrollment, billing and compliance management, and mobile engagement apps. PlanSource also supports multi-carrier benefits management, powers state health insurance marketplaces, and maintains an extensive partner network with over 500 brokers and 3,500 resellers. Its solutions serve a wide range of clients, from small businesses to large enterprises, with a customer retention rate of 97%.

Basic Information

Contact Details

• Phone: +1 877-735-0468
• Website: plansource.com
• LinkedIn: linkedin.com/company/plansource

Key Focus Areas & Initiatives

• HR technology and cloud-based benefits administration
• Benefits shopping, enrollment, and open enrollment solutions
• Billing reconciliation and compliance management
• Multi-carrier management systems and carrier integration
• Mobile engagement and employee self-service portals
• Benefits workflow automation and support
• Data visualization, reporting, and analytics
• Strategic partnerships with insurance carriers
• Custom communication services
• Year-round employee engagement platform
• Integration with payroll and core HR systems
• Cloud platform scalability and optimization
• Regulatory compliance tools and solutions
• Employee benefit utilization and enhanced user experience
• Decision support and benefits lifecycle management
• Task automation for HR
• Benefits personalization and customization
• Mobile-friendly platform and mobile benefits access
• ACA compliance services and COBRA administration

Technologies Used

• AI
• Adobe Media Optimizer
• Atlassian Cloud
• Cedexis Radar
• CloudFlare Hosting
• CrazyEgg
• DoubleClick
• DoubleClick Conversion
• Drift
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Five9
• Google AdWords Conversion
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Linkedin Marketing Solutions
• Mobile Friendly
• Multilingual
• New Relic
• Outlook
• Pardot
• Remote
• Ruby On Rails
• Salesforce
• SparkPost
• UltraDns
• Vimeo
• VueJS
• WP Engine
• Wistia
• WordPress.org
• YouTube
• iCIMS

Affiliated Organizations & Regional Branches

• Vista Equity Partners