PlanSource Comparison

Overview

PlanSource is a benefits administration solution designed to help employers, consultants & insurance carriers of all sizes...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.0

(13)

5

4

3

2

1

5

5

2

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case.
Benefits enrollment and benefits maintenance is easily done with PlanSource.
It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible.

Cons

Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers.
Implementation went past schedule by 3 months because of errors setting up our benefits. EDI took 4 months to set up, some of which were abandoned, multiple times.
There are thousands of options to build reports and its very difficult to tell what they each do and weather it will give you the information you actually need.
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features34
  • API
  • Activity Dashboard
  • Ad hoc Reporting
  • Applicant Tracking
  • Benefits Management
  • COBRA Administration
  • Communication Management
  • Compensation Management
  • Configurable Workflow
  • Custom Forms
  • Customizable Reporting
  • Document Management
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Enrollment Management
  • Forms Management
  • Job Application Management
  • Labor Cost Reporting
  • Learning Management
  • Multi-Language
  • Payroll Management
  • Performance Management
  • Performance Reports
  • Progress Reports
  • Recruitment Management
  • Rules-Based Workflow
  • Self Service Portal
  • Summary Reports
  • Time Clock
  • Timesheets
  • User Management
  • Workflow Management

Integrations

  • Total integrations2
  • ADP Workforce Now
  • BambooHR
  • Facebook
  • G Suite
  • Gmail
  • Google Analytics
  • Google Calendar
  • Greenhouse
  • Indeed
  • LinkedIn
  • Microsoft 365
  • Microsoft Outlook
  • Okta
  • QuickBooks
  • Salesforce Sales Cloud
  • Slack
  • Twitter
  • Xero
  • Zapier
  • iCIMS Recruit

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation