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PlanSource provides cloud-based benefits technology with enrollment, billing, and compliance tools, complemented by Next Generation Enrollment's services. NGE offered total benefits outsourcing, ACA compliance, COBRA administration, billing reconciliation, communications, eligibility audits, and call-center support for small and midsize employers. After PlanSource acquired NGE in 2017, NGE’s service approach was integrated into PlanSource’s platform, creating a unified solution for benefits shopping, enrollment, billing, and compliance. The goal is to simplify and automate benefits administration for employers, reduce HR workload, and improve employee experience while ensuring regulatory compliance.
Industries
Data & Analytics
Consulting
Enterprise Software
Company Size
11-50
Company Stage
Series C
Total Funding
$94M
Headquarters
Ada, Minnesota
Founded
2004
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Total Funding
$94M
Above
Industry Average
Funded Over
0 Rounds
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.
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Industries
Data & Analytics
Consulting
Enterprise Software
Company Size
11-50
Company Stage
Series C
Total Funding
$94M
Headquarters
Ada, Minnesota
Founded
2004
Find jobs on Simplify and start your career today