
Work Here?
PlanSource provides a cloud-based benefits administration platform (SaaS) that automates benefits shopping, enrollment, billing, and compliance for employers, carriers, and brokers. It synchronizes data across HR, payroll, and carrier systems and includes employee engagement tools plus automated ACA/COBRA compliance. The solution is delivered through brokers and resellers rather than directly to employers, with add-on services like COBRA administration and HSAs/FSAs to extend service. Its goal is to simplify benefits administration and help brokers deliver compliant benefits programs at scale.
Industries
Data & Analytics
Consulting
Enterprise Software
Company Size
501-1,000
Company Stage
Series C
Total Funding
$94M
Headquarters
Orlando, Florida
Founded
2004
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?
Total Funding
$94M
Above
Industry Average
Funded Over
3 Rounds
Industry standards
PlanSource, a benefits administration technology company, has launched Delivery Hub, an AI-powered tool designed to automate and streamline benefits configuration processes. The platform can reduce the effort required to build and validate changes by up to 50%. Delivery Hub uses AI to simplify traditionally complex implementation tasks that previously required weeks or months of manual work. The system features drag-and-drop setup with accuracy rates reaching 96%, automated testing for all configuration scenarios, and built-in validation to ensure correct implementation. The tool aims to address "status quo lock" in the HR technology industry, where organisations delay switching providers or making plan changes due to perceived risks and disruption. By automating configuration whilst maintaining human oversight, PlanSource enables faster, more predictable benefits administration changes.
In addition to carrier partnerships, PlanSource launched its Partner Marketplace with expanded benefit options for employers.
PlanSource is delighted to announce that Dave Firestone has joined the company as Chief Revenue Officer.
PlanSource, a leading provider of cloud-based benefits administration technology, announced today a partnership with Maven Clinic, the largest virtual clinic for women’s and family health.
Since 2012, the Meruelo Group has partnered with PlanSource, leveraging the ben admin platform’s full suite of features to save HR time and maximize ROI on their benefits technology investments.
Find jobs on Simplify and start your career today
Industries
Data & Analytics
Consulting
Enterprise Software
Company Size
501-1,000
Company Stage
Series C
Total Funding
$94M
Headquarters
Orlando, Florida
Founded
2004
Find jobs on Simplify and start your career today