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PlanSource

plansource.com

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Spec score 7.1 #28 of 48 in Benefits Administration Software

What it is

PlanSource is a benefits administration platform for employers, HR teams, brokers and benefits consultants. Employees receive a guided experience for enrollment and everyday benefits use. Administration services include 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 observability, auditability and human approval. Its Boost APIs handle plan configuration, enrollment updates, evidence of insurability and provider-directory search; the Plan Configuration API is live with Guardian, MetLife and Mutual of Omaha. The platform connects with leading HCM systems and synchronizes data in real time. Trust Center topics include CCPA, HIPAA, SOC 2 Type 2, 23 NYCRR 500 and ISO/IEC 27001:2022, alongside logging, multifactor authentication, backups, encryption at rest, penetration testing and patch management. Pricing is upon request.

Spec sheet

What it does
PlanSource provides a unified benefits administration platform for HR teams and employees.Read 2 Oct 2026 · plansource.com
Support
PlanSource says each client receives an Account Manager, Account Analysts, an Executive Sponsor, and access to subject matter experts.Read 2 Oct 2026 · plansource.com
Headquarters
Orlando, Florida, United StatesRead 28 Sep 2026 · plansource.com
Founded
2008Read 28 Sep 2026 · plansource.com
Administration services
Services include ACA administration, COBRA administration, carrier billing and payment, advocacy, employee communications, and dependent verification.Read 2 Oct 2026 · plansource.com
AI features
PlanSource says its AI supports configuration, reporting, employee communications, dependent verification, virtual assistance, and service center interactions.Read 2 Oct 2026 · plansource.com
AI oversight
PlanSource says its AI is designed to be observable, auditable, and human-approved, with human oversight central to its applications.Read 2 Oct 2026 · plansource.com
Carrier integrations
Its Boost program uses APIs for plan configuration, enrollment updates, evidence of insurability, and provider directory search.Read 2 Oct 2026 · plansource.com
Employee experience
The platform offers employees a personalized, guided benefits experience from enrollment through everyday benefits use.Read 2 Oct 2026 · plansource.com
HCM integrations
PlanSource says it connects with leading HCM platforms and synchronizes data in real time.Read 2 Oct 2026 · plansource.com
Mobile access
PlanSource's employee guide describes adding The Source to Apple and Android mobile devices using a mobile browser and custom URL.Read 2 Oct 2026 · plansource.com
Named carrier connections
The Plan Configuration API is live with select carriers Guardian, MetLife, and Mutual of Omaha.Read 2 Oct 2026 · plansource.com
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.Read 2 Oct 2026 · trust.plansource.com
Security controls
The Trust Center lists audit logging, multi-factor authentication, data backups, encryption at rest, application penetration testing, and vulnerability and patch management.Read 2 Oct 2026 · trust.plansource.com
Who it serves
PlanSource works with employers as well as brokers and benefits consultants advising employers on benefits strategy and technology.Read 2 Oct 2026 · plansource.com

Plans and prices

PlanSource benefits administration Priced on request Price upon request. Custom pricing based on solutions and services available upon request. Read 2 Oct 2026 · sap.com

Every PlanSource plan and price →

Strong points and limits

Strong points

  • Combines employee and administrative benefits workflows
  • Includes ACA and COBRA administration
  • Provides carrier and HCM integrations
  • Lists multiple compliance topics and controls
  • Assigns dedicated account and executive contacts

Limits

  • Pricing is available only upon request
  • Mobile guide uses a browser and custom URL
  • AI capabilities depend on human-approved applications

Who it suits

PlanSource suits employers and the brokers or consultants advising them on benefits strategy and technology. Employees can access The Source through Apple or Android mobile browsers, as well as web and API channels.

Verdict

PlanSource brings enrollment, administration, integrations and employee support into one benefits platform. Its broad service scope and listed controls suit organizations seeking managed benefits operations, with pricing tailored by solutions and services.

Where Specifiction places it

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