“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.”

“ 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 HR team, as well as savings for the plan.”

"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."

"We are very pleased with our implementation. The team did a great job resolving issues quickly and met deadlines on time. Great job."

"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."

"The Boost APIs are so easy to use. All the info pulled over from the carrier, including voluntary plans with age-banded rates and complex rules. It was automatically configured and 100% accurate! I love the new videos and page content for employees, too."

"PlanSource allows us to maintain flexibility, react quickly and provide high customer service."

"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 meet the specific needs of our customers. We’re also pleased with the resources and support that we receive from PlanSource …

"Our relationship with PlanSource has been great in terms of service and technological innovation. The relationship is very deep, starting at the c-suite all the way down to the front-line customer service team, and all the folks in between."

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

“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 time on other needs and goals on behalf of my customer. Guardian and PlanSource’s Evidence of Insurability (EOI) API, removed …

“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 for them to handle it themselves. It has made a huge difference and freed me up to focus on strategy …

“It’s like shopping on Amazon! You just review your information, click through things you want, and add them to your cart. it’s been like night and day since switching to 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 team and we’re super happy with our account management support.”

"A lot of the value we see from PlanSource is having the integrations between the different benefits we offer. We really enjoy that it’s all with one vendor."