PPlanSource provides cloud-based benefits technology with enrollment, billing, and compliance tools, and it integrated Next Generation Enrollment's (NGE) services after acquiring NGE in 2017. NGE offered total benefits outsourcing, ACA and COBRA compliance, billing reconciliation, employee communications, dependent eligibility audits, and call center support for small and midsize employers. The combined platform lets employers shop for benefits, enroll employees, and manage billing and ongoing compliance, with back-office outsourcing tasks handled through integrated services. The goal is to simplify and automate benefits administration, reduce HR workload, improve the employee experience, and ensure ongoing regulatory compliance.
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Industries
Company Size
11-50
Company Stage
Series C
Total Funding
$94M
Headquarters
Ada, MN
Founded
2004
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Total Funding
$94M
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PlanSource, a benefits administration technology company, has launched Benefits Agent, an AI tool that helps employees complete benefits tasks as well as understand their coverage. Unlike a traditional chatbot, the agent knows an employee's coverage, eligibility, and household. It gives personalised guidance throughout the year. When an employee reports a new baby, for example, it can add the child to coverage, upload verification documents, raise a health savings account contribution, and enrol the family in a dependent care account. "Benefits Agent is like having a benefits expert in your pocket," said Eddie Pinto, senior vice president of product at PlanSource. The launch is a step toward what the company calls autonomous benefits administration, in which systems monitor operations and act within set limits, while people step in when judgment is needed.
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.
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Industries
Company Size
11-50
Company Stage
Series C
Total Funding
$94M
Headquarters
Ada, MN
Founded
2004
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs