PlanSource Review

PROS: The biggest advantage of using PlanSource is the accessibility for our staff - from entry to the contact point. I actually realize that our reps are straightforwardly getting the correct data. The most important factor when choosing an advantage process was the rep experience.

CONS: Nothing to dislike this stuff. However, the only downside is mainly about the product and process customization because of our action plan, but this is not PlanSource's fault.

PROS: They listen to their clients and are always dedicated to bringing quality services.

CONS: There will always be bugs in the software of every tech business. At the very least, they're resolving it as quickly as possible.

PROS: The feature that we value most about PlanSource is that we can quickly manage a constantly changing client. Setting up the software out is easier too, and upgrading is easy. We are really happy about it. Staff experience is easy and helps us to be insightful, resulting in a better smartphone experience for staff. None of our previous systems has allowed staff to submit a snapshot of their qualified life event evidence. PlanSource is constantly working to upgrade their software to include the most essential functionalities and partners, and the timeline they make for upgrades means they're taking their time to get everything better. PlanSource is the perfect partner for us!

CONS: Oftentimes, we encounter features that don't fit from a reseller's point of view than it does with the customer using it directly, but we do have an expert who pays attention to us and deals with us together to come up with a solution.

PROS: PlanSource benefit management software is a very useful program. It's very user-friendly, has a simple set-up and the customer support staff were nice to work with.

CONS: None. It's an incredible tool. People should consider using PlanSource.

PROS: Instant consultation with PlanSource customer support staff anytime you need a quick answer. They will also guide you through the procedure.

CONS: I hate the search function, you need to be very precise when searching. It must contain other words and we do not always remember them exactly. Also, I turned off the new beta option as I don't even see the effective date and what I'm approving in qualifying events. Some staff wants to take this opportunity to cancel the voluntary benefits instead of only making adjustments to those relevant to the qualifying event. It would be nice if a feature will be included in this section. Enable additions only.

PROS: I appreciate seeing the last year's selections. It makes it a lot easier to select to retain the same incentives or switch to a new package. I like that it displays the cumulative deduction for every pay cycle when you pick the benefits.

CONS: Choosing benefits can be somewhat confusing. It would be nice if there are more guided instructions.

PROS: PlanSource is keeping us updated on the status weekly. They have also helped us a ton and did some work to assist us to operate on the back end.

CONS: I have not yet found something that I'd say I hate. I suppose if you're multi-state and have several different subsets, it may be a little confusing with different models, but that is to be considered normal.

PROS: Their yearly customer service team was incredibly supportive during the year's really busy time. They are so diligent and responsive to all questions from our clients as we moved through the setup, training and yearly staff enrollment process. This had made a significant difference for our consumers. Personally, of all the customer vendors with which I worked, PlanSource stood out way beyond: very competent, excellent meticulousness and exemplary responsiveness. These all have very beneficial effects on our annual registration experience of our customers.

CONS: As of the moment, I don't have anything to note as a disadvantage for PlanSource.

PROS: The greatest advantage of using PlanSource is its user-friendliness for our workers - from the app to the call center. I'm sure that our workers professionally get the right information. Worker interaction was the most essential thing for us when considering a benefit channel.

CONS: Some hard-coded Spanish language was badly translated in the program during open enrollment setup and took several months to address these problems.

PROS: I love how responsive the execution and the support staff. They're solutions-oriented. They really knew their tech both on the front end and the back end. Also, it has enabled us to add all the rules we need in our plans - something that we did not have with the past vendors.

CONS: There's nothing I really dislike. Although, there is just one time where a custom pop-up box we asked had a code in the text section. Resolving it took a few weeks. This was frustrating but the support staff kept us with the update. We just followed it until it was fixed.

PROS: This was our business's lifesaver. We get heavy churn and often recruit staff out of state. PlanSource helps staff login at home at their leisure rather than bringing documents into office. I really like that it connects straight to the sender, so I wouldn't have to send every enrollment.

CONS: The new GUI is slightly more difficult to use and some functionalities were ended. I still like the old one and most of the time, I'm still returning to it.

PROS: Deliverables like comprehensive reports and insights among others helped me and my colleagues to be guided by data. PlanSource helped our company develop.

CONS: I want to see some more service features and demographic insights.

PROS: I love how simple PlanSource is to use; places all your compensation details in one site. Adds costs as you choose, so that you are mindful of the cumulative reductions of every pay cycle.

CONS: This tool is really useful and I have nothing to complain about.

PROS: I appreciate that we can use PlanSource for digital registration and accommodate all registrations for different vendors instead of moving through 5 separate applications to sign up for benefits. I like having the same person to deal with whenever I have concerns and was great to work with. Our benefits system is very complex but this person was able to get it right and get our app running properly.

CONS: It would have been nice if the reporting tools were easier to use. I have to arrange the details every time to select the changes as I can't pull the details I need. Also, I don't like that I can't remove people that are no longer working with us and that I'm removing them manually every time. I'd love to get a bit more site flexibility by adding my statement to clarify the benefits and be able to edit it at any time instead of giving that task to our representative. Additionally, be able to adjust our costing would be cool too. Our benefit system is very complicated and it would be great to have more leverage of it so that I can make sure that it's calculating correctly and not just explaining how it will function. I love working with the person assigned to us but the loss is the timezone difference. It'd be great to have someone to work with instantly, particularly when I need a fast solution. If not, just the option to update things myself.