PlanSource

One partner for all your benefits administration needs.

by PlanSource · Compensation & Benefits

PlanSource screenshot

Executive Summary

PlanSource is a benefits administration platform that replaces fragmented tools with one unified platform and one accountable partner. Its services run from core benefits administration to ACA, COBRA and carrier billing. It is built for HR and benefits leaders, gives employees a personalized place for their benefits, and applies AI to dependent verification, configuration, reporting, communications and virtual assistance.

Use Cases

  • Running core benefits administration, ACA, COBRA and carrier billing in one platform
  • Automating ACA measurement, reporting and form distribution
  • Handling COBRA notifications, elections, billing and compliance
  • Consolidating carrier billing, reconciliation and payment workflows
  • Verifying eligibility and dependents to lower the cost of ineligible coverage
  • Administering consumer accounts such as HSAs, FSAs, HRAs and LSAs

Features

Visibility

  • Reporting & insights: AI helps generate real-time dashboards, identify trends, and call out things that may require attention, so reporting becomes easier to understand, easier to trust, and easier to act on — without replacing human judgment.

Intelligence

  • Automated Dependent Verification: AI helps automate and enforce dependent verification accurately and consistently. Intelligent checks reduce manual reviews, flag discrepancies early, and help ensure compliance with eligibility — lowering risk, cost, and administrative effo
  • Implementation & ongoing configuration: Both during implementation and as plans change, AI translates complex requirements into accurate configurations, flags discrepancies, runs automated tests, and keeps rules, eligibility, and integrations aligned to reduce rework and help tea

Support

  • ACA administration: Automate measurement, reporting, form distribution, and compliance for federal and state mandates so your team stays accurate and audit-ready.
  • Advocacy services: Connect people to trusted claims, clinical, and healthcare navigation experts for one-on-one support.

Technical Specifications

Architecture
Cloud-native SaaS
Deployment
Cloud/SaaS
API Available
Yes

Infrastructure

  • AWS

Integrations

  • Aflac
  • Ameritas
  • Guardian
  • MetLife
  • Prudential
  • The Hartford
  • UHC
  • Unum

Security & Compliance

Data Residency: United States

Pricing

Model
Per employee/year (implied by benefits administration model)
Target Customer
Mid-market to Enterprise

About PlanSource

PlanSource is a B2B software company that automates and streamlines employee benefits programs through its cloud-based platform. It provides flexible software and services for benefits administration, shopping, enrollment, billing, compliance, and ongoing administration, targeting HR teams, employers of all sizes, and benefits brokers/consultants. The company serves over 3,500 employers and 5 million consumers.

Founded: 2008 · Headquarters: Orlando, United States · Employees: 501-1000 · Private

Verified sources

Each of these facts was checked against the vendor page linked (2026-10-15).

Alternatives to PlanSource

  • Qapita by Qapita — Unlock the Power of Ownership
  • QuotaPath by QuotaPath — Commissions handled. Outcomes delivered.
  • Radford McLagan Compensation Database by Radford — Raising the Bar for Compensation Intelligence
  • Ravio by Ravio — Data confidence for compensation leaders
  • Salary Answers by LaborIQ by ThinkWhy — Get Instant Salary Benchmarking Data & Compensation Reports
  • Salary Board by Pequity — Share salary ranges with candidates directly or in job posts - in a simple, automated way.
  • Salary.com CompAnalyst by Salary.com — Stop second-guessing every pay decision.
  • Salary.com Compdata Compensation Surveys by Salary.com — Trusted, expertly validated compensation data to benchmark pay and build competitive compensation programs — in the U.S. and around the worl

Keep researching