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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 2991 reference ratings
4.8/5.0 (2991)
  • Fall 2025 Market Leader Benefits Administration Software

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40Testimonials

  • “PlanSource gives access to all the information I need to provide the services our customer has come to expect. Administrative tasks have been greatly reduced so I can spend more …

  • “PlanSource has significantly reduced my ben admin stress. If associates have benefit questions, have a life event or want to further understand their benefits, PlanSource has made it super easy …

  • "The PlanSource system is flexible – it gives us the control that we need. We like to build the sites ourselves and make sure that the experience is customized to …

39 more testimonials currently locked

26 Case Studies

  • Performance Health Holdings, Inc uses the PlanSource Dependent Eligibility Audit to save …

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

  • Dermalogica sees the beauty in a better benefits experience with PlanSource

25 more case studies currently locked

27 Customer Videos

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.