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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 2956 reference ratings
4.8/5.0 (2956)
  • Fall 2025 Market Leader Benefits Administration Software

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40Testimonials

  • "Our Launch Project Manager was an amazing asset to our project. She worked very hard and successfully to keep our project on time and delivered. What a Rockstar."

  • “ There were so many features and resources in PlanSource that we weren’t using when I first joined. Now that we are, it’s been such a time saver for my …

  • “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.”

39 more testimonials currently locked

26 Case Studies

  • About 30% more employees completed enrollment with Lincoln Financial Group’s automatic EOI …

  • Tecta America uses the PlanSource Dependent Eligibility Audit to save over $870,000 …

  • Central Network Retail Group Uses PlanSource Benefits and HCM Technology to Boost …

25 more case studies currently locked

27 Customer Videos

  • Tecta America - Customer Success Story (Susan Sterling - National Director, Human Resources)
  • Mercedes Porsche Audi of Melbourne - Customer Success Story (Maria Moises - Human Resources Director)
  • Stratovize - Customer Success Story (Chester Bullard - Chief Executive Officer)
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.