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PlanSource
Orlando, Florida, United States
What it is
PlanSource provides a benefits administration platform for HR teams and employees. Employees receive a guided benefits experience for enrollment and everyday use, while employers can use services including ACA and COBRA administration, carrier billing and payment, advocacy, employee communications, and dependent verification. PlanSource says its AI supports configuration, reporting, communications, dependent verification, virtual assistance, and service-center interactions, with human oversight central to these applications. Its Boost program uses APIs for plan configuration, enrollment updates, evidence of insurability, and provider directory search; its Plan Configuration API is live with select carriers Guardian, MetLife, and Mutual of Omaha. PlanSource also says it connects with leading HCM platforms and synchronizes data in real time. The Trust Center lists compliance topics including CCPA, HIPAA, SOC 2 Type 2, 23 NYCRR 500, and ISO/IEC 27001:2022, as well as controls such as audit logging, multifactor authentication, backups, and encryption at rest. Pricing is available on request. Platforms include Android, iOS, web, and API.
For and against
For
- Includes ACA and COBRA administration.
- Supports HSA, FSA, HRA, and LSA plan types.
- AI applications have human oversight.
- HCM connections synchronize data in real time.
- Each client receives an Account Manager.
Against
- Pricing is available on request.
- A personalized rate is used for its administration plan.
The verdict
PlanSource brings employee benefits access and administration services into one platform, with integrations and support for employers and advisors. Organizations must request pricing to learn the cost.
Who it suits
It is aimed at employers managing benefits and at brokers or benefits consultants advising employers. Employees can use the platform for enrollment and ongoing benefits access.
Plans and prices
PlanSource benefits administration
Custom pricing based on solutions and services available upon request.
Read 2 Oct 2026 · sap.com
On the record
- Administration services
- Services include ACA administration, COBRA administration, carrier billing and payment, advocacy, employee communications, and dependent verification.plansource.com · read 2 Oct 2026
- AI features
- PlanSource says its AI supports configuration, reporting, employee communications, dependent verification, virtual assistance, and service center interactions.plansource.com · read 2 Oct 2026
- AI oversight
- PlanSource says its AI is designed to be observable, auditable, and human-approved, with human oversight central to its applications.plansource.com · read 2 Oct 2026
- Carrier integrations
- Its Boost program uses APIs for plan configuration, enrollment updates, evidence of insurability, and provider directory search.plansource.com · read 2 Oct 2026
- Employee experience
- The platform offers employees a personalized, guided benefits experience from enrollment through everyday benefits use.plansource.com · read 2 Oct 2026
- HCM integrations
- PlanSource says it connects with leading HCM platforms and synchronizes data in real time.plansource.com · read 2 Oct 2026
- Mobile access
- PlanSource's employee guide describes adding The Source to Apple and Android mobile devices using a mobile browser and custom URL.plansource.com · read 2 Oct 2026
- Named carrier connections
- The Plan Configuration API is live with select carriers Guardian, MetLife, and Mutual of Omaha.plansource.com · read 2 Oct 2026
- Security and compliance
- Its Trust Center lists CCPA, HIPAA, SOC 2 Type 2, 23 NYCRR 500, and ISO/IEC 27001:2022 among its compliance topics.trust.plansource.com · read 2 Oct 2026
- Security controls
- The Trust Center lists audit logging, multi-factor authentication, data backups, encryption at rest, application penetration testing, and vulnerability and patch management.trust.plansource.com · read 2 Oct 2026
- Support
- PlanSource says each client receives an Account Manager, Account Analysts, an Executive Sponsor, and access to subject matter experts.plansource.com · read 2 Oct 2026
- What it does
- PlanSource provides a unified benefits administration platform for HR teams and employees.plansource.com · read 2 Oct 2026
- Who it serves
- PlanSource works with employers as well as brokers and benefits consultants advising employers on benefits strategy and technology.plansource.com · read 2 Oct 2026
