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 3099 reference ratings
4.8/5.0 (3099)
  • Fall 2026 Market Leader Benefits Administration Software

More from PlanSource

Featured Testimonials

  • "PlanSource is taking our journey with us, and I think that's one of the outstanding aspects of the relationship."

  • “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.”

  • "Relph Benefit Advisors (RBA) provides employee benefits for employer groups from all industries, providing strategic planning, funding options, and data analytics for health and welfare plans. RBA is part of …

Featured Case Studies

  • Grand Rapids Public Schools uses the PlanSource Dependent Eligibility Audit to save …

  • Auto-Wares – Educating employees with better benefits technology

  • How Strategic Materials Saved Valuable Time and Resources Through Benefits Outsourcing

Featured Customer Videos

  • ProInsurance - Customer Success Story (Christine Peterson - Benefits Analyst)
  • The Bailey Group - Customer Success Story (Sherry Bugnet - Business Development and Account Executive)
  • The CORE Group - Customer Success Story (Andrew Morris - Head of Digital Insight Delivery)

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.