The best benefits partner

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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

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

PlanSource takes a big stress off the everyday activities of the benefits team - for day-to-day management, like invoice balancing and distribution, to EOI and Life event tracking. It has helped our team to become more involved in strategic benefit conversations.

Are you a current user of this product?

Yes