PlanSource offers large company functionality for small & medium sized business needs.
Join the easy revolution
PlanSource revolutionizes the buying, selling, and administering of employee benefit programs for small and mid-sized employers. Our solution brings together brokers, insurance providers, employers and employees, by unifying data, managing benefit transactions and educating employees through a self-service website. Everything in one place, accessible 24/7, completely secure. Employee benefit administration doesn't get any easier.
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Brokers & Benefits Professionals
PlanSource helps Brokers and Benefit Consultants identify new sales opportunities, attract new clients, and retain existing accounts - all while streamlining workflow and reducing administration time. Learn how you can become a PlanSource partner.
Small & Mid-Sized Employers
At PlanSource, we know that smaller does not mean easier when it comes to HR and benefit administration. We've designed our products (and prices) with the small and mid-sized employer in mind. See how Plan Source brings big-company tools and resources to small and mid-sized employers.
PlanSource Product Demo.
Plansource product demo video in flash format.
PLANSOURCE EXPANDS PRODUCT SET WITH ACQUISITION OF ENWISEN’S BROKER COMMUNICATIONS SUITE PlanSource, an innovator in the field of human resources (HR), benefits and insurance management solutions for small and medium-sized businesses (SMB), has expanded and enhanced its product suite with the successful completion of its acquisition of Enwisen’s suite of communication solutions for benefits brokers. Enwisen Sells Broker Suite to PlanSource – Move Allows 100% Focus on Continuing Leadership in Workforce Communications Market Enwisen, the leader in on-demand workforce communications solutions, today announced that it has sold its suite of communications solutions for benefits brokers to PlanSource Holdings. PlanSource merges with CoAdvantage of Florida. CoAdvantage, a leading provider of end-to-end human resource solutions, today acquired two successful businesses - Nelco, Inc., and PlanSource. PlanSource announces the addition of benefit industry veterans. PlanSource is pleased to announce the addition of Ted White as President & COO. "The addition of Ted makes our leadership team one of the most experienced in the business." says company CEO & Founder Scott Carver.