PlanSource Partner Marketplace

Expand employee benefits with seamlessly integrated third-party solutions.

by PlanSource · Compensation & Benefits

Executive Summary

The PlanSource Partner Marketplace is a key component of the PlanSource platform, designed to connect employers with a diverse ecosystem of third-party benefit solutions. It enables organizations to expand their employee benefit offerings beyond traditional options, providing access to a wide range of specialized vendors across various categories. This marketplace streamlines the process for HR teams and employers by offering quick implementation, templated file delivery, and an optimized shopping experience. It integrates solutions covering areas such as student loan repayment assistance, mental wellness, identity protection, and more, all managed within the unified PlanSource platform. Underpinned by the PlanSource Boost Carrier Integration Program and modern APIs, the marketplace facilitates real-time data exchange and efficient setup of benefit plans. This technical foundation ensures accuracy, reduces administrative burden, and modernizes the overall benefits administration experience for both employers and employees.

Use Cases

  • Diversifying employee benefit offerings with a wide range of third-party solutions.
  • Providing employees with access to specialized benefits like student loan repayment assistance.
  • Integrating mental wellness and identity protection services into the benefits package.
  • Streamlining the selection, implementation, and management of voluntary benefits.
  • Modernizing benefits administration through API-driven connections to benefit providers.

Features

Visibility

  • Integrated Benefit Catalog: Browse and select from a wide range of third-party benefit solutions directly within the PlanSource platform.

Technical Specifications

Architecture
Cloud-based platform with API-driven integrations.
Deployment
SaaS
Authentication
SSO/SAML
API Available
Yes

Integrations

  • TaskHuman
  • SavvyFi
  • NortonLifeLock
  • Guardian

Security & Compliance

Certifications: SOC 2 Type 2, ISO 27001, GDPR, HIPAA

Encryption: Data encrypted in transit and at rest, adhering to SOC 2 and ISO 27001 standards.

Pricing

Starting Price
Contact sales
Target Customer
Mid-Market,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: 2002 · Headquarters: Orlando, United States · Employees: 501-1000 · Private