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User review of PlanSource

Easy to use cloud-based program

- by Zackery

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
6out of 7
Very good
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

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

What aspects are problematic or could work better?

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.

What specific problems in your company were solved by this product?

What is charged on the monthly statement on the employee profile is not what is reflected in the verification section. For double-checking, a comparison must be done and submitted over to providers to ensure that they have the same coverage.

Are you a current user of this product?

Yes

COMPANY DETAILS

What is your company size?

More than 100 Employees

What is your industry?

Non-Profit Organization Management

USAGE & IMPLEMENTATION

FEATURE DETAILS

No information provided by the reviewer.