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PlanSource

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Read 40 PlanSource reviews and testimonials from customers, explore 26 case studies and customer success stories, and watch 27 customer videos to see why companies chose PlanSource as their Benefits Administration Software

PlanSource is a technology company driven to create a better benefits experience for employers and their employees. More than 5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration. By combining industry-leading software and a full suite of professional services, PlanSource provides companies of all sizes with a complete solution for benefits shopping, enrollment, billing, compliance and administration. Learn more at www.plansource.com.

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  • 40 Testimonials View
  • 26 Case Studies View
  • 27 Customer Videos View
Customer Rating Review Score based on 3042 reference ratings
4.8/5.0 (3042)
  • Fall 2025 Market Leader Benefits Administration Software

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40Testimonials

  • “What PlanSource provides compared to the competitor we were with previously is night and day.”

  • “If your company is growing, PlanSource will save you money from having to hire more headcount. It’ll make your user experience much better as well.”

  • "You have no idea what it’s like to have this happen to you. You don’t know where to turn you don’t know what to do. Trevor (at ID Watchdog) has …

39 more testimonials currently locked

26 Case Studies

  • Clearway Energy Group Improving usability for both HR and employees just in …

  • Alfmeier Friedrichs & Rath uses PlanSource to fully integrate Payroll and Benefits …

  • Professional Plastics – where technology wins over paper

25 more case studies currently locked

27 Customer Videos

  • Digital Benefit Advisors - Customer Success Story (Chris Scott - Director of Technology Solutions)
  • Murray Securus - Customer Success Story (Tammi Miller - Vice President of Human Resources)
  • Johns Hopkins Medicine - Customer Success Story (Andrew Morris - Head of Digital Insight Delivery)
26 more videos currently locked

Additional PlanSource Information & Resources

Read PlanSource Reviews, Testimonials & Customer References from 40 real PlanSource customers.

Browse PlanSource Case Studies, Customer Success Stories, & Customer References from 26 businesses that use PlanSource.

Watch PlanSource Customer Videos to learn why 27 businesses chose PlanSource.