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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 3074 reference ratings
4.8/5.0 (3074)
  • Fall 2025 Market Leader Benefits Administration Software

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40Testimonials

  • "I don’t know how we would have managed all our growth without partnering with PlanSource."

  • "We picked PlanSource because of how kind and personable they are. We were looking for a team that would be a good partner and consultant. We are a small Benefits …

  • “Mobile enrollment specifically has been a huge time saver for us. Most of our employees are on the road – they’re in their cars; they’re not sitting at a computer. …

39 more testimonials currently locked

26 Case Studies

  • How customization and time savings with PlanSource keeps Metro Health productive

  • Heinen’s Uses PlanSource to Increase Operational Efficiency and Simplify Benefits Administration

  • Reporting strengths, and the power of moving monthlong tasks to just minutes

25 more case studies currently locked

27 Customer Videos

  • 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)
  • American Enterprise - Customer Success Story (Michelle Sams - Senior Benefits Specialist)
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.