PlanSource goes beyond your core benefits administration solution. We create wildly successful customers by investing in innovation and solving fundamental benefit needs differently from other providers. With PlanSource, you get employee engagement, communications management, decision support and a partner that grows with you supporting your needs as you focus on recruitment and retention of top talent.
AN ENGAGEMENT SOLUTION FOR EMPLOYERS AND HR LEADERS
Benefits are the second largest spend next to salary, but employees don’t know where to find, use and maximize them. At a time when attracting and retaining talent is paramount, you need a benefits engagement partner to scale your retention and recruitment strategies. With PlanSource, your employees will stay informed, access and utilize their benefits, and be more engaged in their benefits.
A CORE BENEFIT PLATFORM + ENGAGEMENT AND UTILIZATION FEATURES
Core platforms deliver cost savings and reduce administrative time. PlanSource elevates your benefits administration by increasing employee engagement, benefits education and utilization to drive healthier outcomes and better business results through The Source, DecisionIQ, DependentIQ, InsightsIQ, carrier integrations (Boost) and our Marketplace which gives you access to a vast benefits ecosystem to satisfy the needs for every generation in your workforce.
STRONG PARTNERSHIPS AT EVERY STEP
PlanSource partners with stakeholders across the employee benefits lifecycle to bring you maximum efficiency and peace of mind. We have longstanding relationships with the leading insurance carriers to create the customer experience of the future. Real-time API integrations reduce setup time for HR teams and provide a consumer-friendly shopping experience.
Create, customize, preview, save and schedule reports and graphs. PlanSource offers a full suite of configurable reports – from employee and dependent census reports to enrollment roster and change reports – that help HR professionals oversee their benefit programs.
How it works.
You will continue to manage all employee data and information in BambooHR. You can rest assured knowing that when you update information in BambooHR such as employment status, salary, marital status and more all the information will be automatically reflected in PlanSource.
What data syncs?
6:00AM - 6:00PM MT
Monday - Friday