PlanSource

PlanSource

Software Development

Orlando, Florida 26,446 followers

Helping people live happier, healthier lives by maximizing the benefits of their benefits. #plansourceproud

About us

PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

Website
https://plansource.com/
Industry
Software Development
Company size
501-1,000 employees
Headquarters
Orlando, Florida
Type
Privately Held
Founded
2008
Specialties
HR IT Technology, HR / Payroll solutions, SaaS / Cloud-based services, HCM, Human Capital Management, Enrollment, Compliance, Benefits Shopping, Intuitive Software, Open Enrollment, Employee Engagement, Employee Benefits, benefits engagement, and benefits administration

Products

Locations

  • Primary

    122 W Pine St

    Suite 203

    Orlando, Florida 32801, US

    Get directions
  • 9 Exchange Place, Suite 800

    Salt Lake City, UT 84111, US

    Get directions
  • RMZ Infinity, Swami Vivekananda Road, Bennigana Halli

    Unit No. 801, 08th Floor, Tower B

    Bengaluru Bangalore KA, IN 560016, IN

    Get directions

Employees at PlanSource

Updates

  • View organization page for PlanSource, graphic

    26,446 followers

    Join our Product Release Webinar and be ready for Open Enrollment! Get ready to learn more about some of the exciting changes headed your way in our Summer 2024 Product Release.    Join us August 8 at 1 p.m. ET/10 a.m. PT for a preview. We’ll be sharing:   - New Enrollment Experience  - Closed-loop and Retroactive Payroll   - Connections – HCM and API updates  - Evidence of Insurability Enhancements  See you there! 👋 https://ow.ly/q83t50Sz0WX

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    26,446 followers

    In today’s interconnected world, where the digital landscape is constantly evolving, cyber security has become a paramount concern. It’s not just about protecting data; it’s about safeguarding the very foundation of our digital lives. 💻🌎    Cyber security encompasses a wide range of technologies and processes aimed at preserving the confidentiality, integrity and availability of computer systems, networks and data. It’s our first line of defense against the ever-looming threat of cyberattacks and unauthorized access. We are proud to partner with Norton LifeLock Benefit Solutions and Trend Micro to give employers, brokers and our resellers access to Cyber Security options for their employees and customers.     👉Learn more about our Cyber Security category: https://ow.ly/B2fv50Sz0GI   #CyberSecurity #HRTech 

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  • View organization page for PlanSource, graphic

    26,446 followers

    Join us today at 1pm ET/10am PT to hear from Stacey Harris, Chief Research Officer at Sapient Insights Group and Tamra Miller, Benefits Manager at Ingevity as they delve into the power of data and insights into transforming workplaces. Explore trends reshaping HR technology, strategies for better employee engagement and the latest on healthcare benefits. Don't miss out on valuable strategies for your HR team! https://ow.ly/MWns50Sz0xp

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  • View organization page for PlanSource, graphic

    26,446 followers

    Struggling with employee engagement and adoption of new technology platforms? We’ve got you covered! 💡 Don't miss this opportunity to learn from experts Stacey Harris from Sapient Insights Group and Tamra Miller from Ingevity in our upcoming webinar. Discover how data can drive your HR strategy, improve technology adoption and address labor challenges. Gain actionable insights to maintain a competitive edge among shifting employee expectations. Register today! https://ow.ly/n5MC50StWQW

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  • View organization page for PlanSource, graphic

    26,446 followers

    Our partners EarnIn, Juno, and Kashable in PlanSource’s Partner Marketplace all strive to improve the financial well-being of working America.   Employers can support their employees’ financial education by providing financial coaching, earned wage access, personal loans, or exclusive loan terms, just to name a few perks offered through our partners. We’re proud to partner with companies that make financial literacy more attainable!   📍 Learn more about our Financial Education category:  https://ow.ly/T2Uw50StWAA  #FinancialEducation #FinancialLiteracy #HRTech 

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  • View organization page for PlanSource, graphic

    26,446 followers

    Social determinants of health are the nonmedical factors that influence health outcomes. 🌎 They are the conditions in which people are born, grow, work live and age, and the wider set of forces and systems shaping the conditions of daily life.   Available through the PlanSource Partner Marketplace, our valued partners, including LifeGuides, Maven Clinic, Paytient, and TempoPay are dedicated to improving social, physical and economic environments for the health and wellbeing of all.   💡See our partners in the Social Determinants of Health category: https://ow.ly/2Xws50Ste2i   #EmployeeBenefits #PlanSourcePartners  

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  • View organization page for PlanSource, graphic

    26,446 followers

    Discover the incredible benefits of joining forces with PlanSource as a reseller! We're the market leader in reseller solutions, delivering a modern, sophisticated tech platform that can provide a great customer experience to even the most complex customers. Learn more about what our reseller program has to offer: https://ow.ly/IBJJ50SovAQ

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    26,446 followers

    Did you know companies implementing an ICHRA have seen an average of 20% savings on their healthcare expenses? An ICHRA allows companies to control healthcare costs by providing a fixed contribution per employee, while offering employees flexibility to choose their own health insurance plans. Available through the PlanSource Partner Marketplace, our partner, zizzl health, offers cutting-edge ICHRA solutions. If you are looking for a budget-friendly and hassle-free health insurance solution for your employees, check out zizzl health’s state-of-the-art ICHRA offering!  🔎 Explore our TPA category: https://ow.ly/QJie50SkaPL

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Funding

PlanSource 4 total rounds

Last Round

Series C

US$ 70.0M

See more info on crunchbase