PlanSource

PlanSource is an incredibly powerful, highly agile benefits platform that has gained massive traction by deeply embedding itself into the actual ecosystem of insurance brokers and HR technology partners. It doesn't just sell to employers; it sells directly to massive insurance brokerage firms, who then white-label the software and offer it to their corporate clients. Its absolute biggest differentiator is "PlanSource Boost." Historically, setting up the complex EDI (Electronic Data Interchange) files to send enrollment data to insurance carriers took an IT department 12 weeks of agonizing coding. PlanSource built massive, native APIs directly into the back-end servers of carriers like Guardian, MetLife, and Cigna. A company can configure the connection and send live data to the carrier in a matter of days, completely bypassing the legacy EDI nightmare. It is heavily favored for its incredible mobile experience. It allows employees to access their digital insurance cards via Apple Wallet or Google Pay. It also pushes targeted mobile notifications; for example, if the company adds a new "Mental Health App" benefit in March, PlanSource will text the employees a link to download the app, drastically increasing employee engagement throughout the year.