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 3093 reference ratings
4.8/5.0 (3093)
  • Fall 2025 Market Leader Benefits Administration Software

More from PlanSource

Featured Testimonials

  • “The PlanSource Integration team offered constant support through weekly calls, and quickly addressed action items. The process was extremely smooth and painless, and launched before the go live deadline date.”

  • "We were able to roll out some pretty complex customizations and automated workflows to handle COVID-19 impacts. PlanSource is a super dynamic system, and honestly, I don’t know how we …

  • "Employee understanding of and satisfaction with their benefits is higher than ever."

Featured Case Studies

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

  • IronRoad’s benefits technology makes 2-decade advancement with PlanSource

  • Renesas Electronics rated their PlanSource implementation experience 5 out of 5

Featured Customer Videos

  • Relph Benefit Advisors - Customer Success Story (Jennifer Lenhart - Director of Benefits Administration and Technology)
  • Tijuana Flats - Customer Success Story (Michael Torres - Human Resources Manager)
  • 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.