“Outside of managing the cost of our benefits package, our objective it to serve employees proactively—to make sure that they understand their options and know that we care about them.”

"When we look at what you brings to us at PlanSource, it complements our broader objectives."

"PlanSource was the only platform that could deliver the full package. It is a solid company with a stable platform that is scalable and has the depth and breadth to take us to the next level."

“This service is incredible because we don’t have to touch it! We don’t have to handle any of the calculations or spreadsheet manipulations. We literally send one email to handle 100% of the invoices to our carriers—that’s as involved as it gets.”

“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.”

"You have no idea what it’s like to have this happen to you. You don’t know where to turn you don’t know what to do. Trevor (at ID Watchdog) has taken care of so many things that I would have had to do, like calling the credit reporting companies. ID …

"PlanSource brings to the table an employee experience; helping them understand the options and select the platforms that are best for them as an individual."

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

"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 Alera Group, an independent national insurance and financial services firm created through the merger of high performing entrepreneurial firms across …

“Prior to PlanSource, we did paper enrollment – now everything employees need is at their fingertips 24/7.”

“When you’re looking for a system/service, everyone is going to be on their best behavior, but what you need to look for is a long-term partnership that is going to keep that standard high. Also make sure that when you find a solution, they’re dedicated to continually making it better. …

“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.”

“PlanSource has been a huge success; not only for our HR team but also for our employees. It’s really helped us accomplish our goals of offering a user-friendly and flexible platform, and it’s given our employees a lot more control and confidence over their benefits.”

"How did our OE compare to last year. There’s no comparison. I could literally sit here and watch as people were enrolling. There was no paper. There was no shuffling, no losing documents it was heaven."

"The project team provided top tier expertise and service for our launch. They did an excellent job of managing our timeline to ensure we launched in time for OE."