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BerniePortal Benefits Administration vs PlanSource

BerniePortal Benefits Administration

bernieportal.com

PlanSource

plansource.com

Side by side

FigureBerniePortal Benefits AdministrationPlanSource
Price from$5/mo—
Free plan——
Free trialYes—
Open source——
WebYesYes
iOSYesYes
AndroidYesYes
APIYesYes
Plans published41
Spec score · Benefits Administration Software9.0 (#1)7.1 (#28)
Spec score · Benefits Enrollment Software9.0 (#1)7.1 (#17)
Carrier integrationsThe pricing page lists UnitedHealthcare, Kaiser Permanente, Anthem/BCBS, Cigna, Aetna, Humana, eHealth, Guardian, MetLife, The Standard, and OneAmerica as integration examples.Its Boost program uses APIs for plan configuration, enrollment updates, evidence of insurability, and provider directory search.
Founded20082008
HeadquartersNashville, Tennessee, United StatesOrlando, Florida, United States
Mobile accessEmployees can access their benefits elections later through the mobile app.PlanSource's employee guide describes adding The Source to Apple and Android mobile devices using a mobile browser and custom URL.
SupportBerniePortal directs account problems and questions to its support resource.PlanSource says each client receives an Account Manager, Account Analysts, an Executive Sponsor, and access to subject matter experts.
What it doesBerniePortal is a cloud HR platform for small and midsize employers covering the employee lifecycle from recruiting through COBRA administration.PlanSource provides a unified benefits administration platform for HR teams and employees.

Plans

BerniePortal Benefits Administration

  • Starter$5 a month
  • Standard$19 a month
  • Plus$23 a month
  • Enterprise$29 a month

BerniePortal Benefits Administration pricing →

PlanSource

  • PlanSource benefits administrationPriced on request

PlanSource pricing →

In their own words

BerniePortal Benefits Administration

BerniePortal Benefits Administration has no write-up on Specifiction yet; its figures are above.

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PlanSource

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.

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