PlanSource Reviews in February 2025: User Ratings, Pros & Cons

"Well-designed, easy to use, and seamlessly integrates with our HRIS system"

What do you like best about PlanSource? The best feature is the employee interface for open enrollment. Our employees love how simple and easy it is to elect their benefits each year. The system walks you through and makes everything simple and easy to understand, and employees make very few errors. They can enroll in their benefits during open enrollment in five minutes, or less if we turn on passive enrollment.

"Account Managers Impact Your Experience with PlanSource"

What do you like best about PlanSource? The system is fairly easy to use and navigate around. What do you dislike about PlanSource?

"PlanSouce is a comprehensive platform to handle all your benefit needs"

What do you like best about PlanSource? It's easy to maintain and update the database. Uploads are easily handled and the reports are easy to read and understand.

"Too Many Bugs"

What do you like best about PlanSource? Easy to navigate and configure. Easy to use. What do you dislike about PlanSource?

"Excellent online support"

What do you like best about PlanSource? I find the customer service people to be very responsive and helpful. Kim Cho Torres and Maribel Medina in particular are excellent.

"Versatility in a benefits platform"

What do you like best about PlanSource? I like the administrative dashboard best. What do you dislike about PlanSource?

"PlanSource Service"

What do you like best about PlanSource? The PlanSource Service Team is always very helpful and willing to look into and resolve any issues that my client may be having with on-line benefits enrollment system. They will also work with the insurance carrier to who the information is being transmitted. The team also responds quickly to any requests I may have. In addition, the system is user-friendly for the administrator; when it comes to looking up information, making corrections and running ...

"Highly Recommended"

What do you like best about PlanSource? With PlanSource, I don't have to worry about ACA or COBRA administration. The work is done for me! What do you dislike about PlanSource?

"Fast and great customer service"

What do you like best about PlanSource? the speed of service and clearly defined instructions. Alicia was very knowledgeable What do you dislike about PlanSource?

"Very attentive to customers needs."

What do you like best about PlanSource? Their willingness to personally assist with all areas of need or concern. It's important to each one of them that the customer gets accurate, precise info.