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

"I'm overall satisfied with my experience working with PlanSource."

What do you like best about PlanSource? PlanSource is a helpful and consolidated platform for all HR needs. What do you dislike about PlanSource?

"Digital Transformation and Benefit Administration Advances"

What do you like best about PlanSource? Plansource deliverables such as detailed reporting, analytics etc allow me and my team to be data driven. Plansource has been helpful in our business transformation.

"PlanSource was is a great product but needs to work on the update."

What do you like best about PlanSource? I like how the benefits are displayed on the new update. This seems more user friendly. The action bullets are amazing. That is a major plus with the new update. The new dashboard is probably the best thing about the new update. All the information is right there in front. That is amazing.

"Professional and responsive but has some minor bumps"

What do you like best about PlanSource? Helpful implementation staff. Professional process. Staff responsive What do you dislike about PlanSource?

"Annual Enrollment Support"

What do you like best about PlanSource? Their annual support team has been extremely helpful during this VERY BUSY time of the year. They are so attentive and have responded quickly to all of our clients' inquiries as we went through configuration, testing, and the employees' annual enrollment window. This makes such a big difference for our clients. Honestly, out of all the client vendors I've worked with, PlanSource has stood out as going above and beyond: very professional, exceptional ...

"Great tool for selecting and tracking employee benefit selections "

What do you like best about PlanSource? I like how easy to use plansource is; puts all of your benefits information in one place. Also, adds up the cost as you make your selections, so that you are aware of total deductions from each pay period

"Very helpful resource!"

What do you like best about PlanSource? This has been a lifesaver for our company. We have high turnover and often hire employees out of town. Plansource allows employees to enroll at their convenience at home instead of turning in paperwork to the office. I also love that it communicates directly to the carrier and I don't have to send each enrollment myself.

"Easy Choice for any Reseller"

What do you like best about PlanSource? One of the things we love about the PlanSource platform is that we can easily administer a client who is constantly evolving. Building the platform out is easy to begin with and so making updates are as well. This makes the client happy as well as my staff. The employee experience is simple yet allows us to be informative and that translates to a great mobile experience for employees. None of our past technology has allowed employees to upload a copy ...

"Plansource for Benefits selection"

What do you like best about PlanSource? I like that it shows your previous year selections; makes it easy for you to decide to keep those same benefits or change to a different plan. I also like that it shows your total deduction per pay period as you select your benefits

"Great Implementation Experience"

What do you like best about PlanSource? Plansource kept us on track with weekly status updates. They provided a lot of support with set up and did most of the work to get us started on the back end.