9.2
Spot Score
Elevate your benefits, simplify your life.
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PlanSource offers custom pricing plan
PlanSource is consistently praised for its user-friendly interface, ease of access for both users and administrators, and comprehensive features that make benefit management streamlined and efficient. Users appreciate the platform's customization options and the ability to track their contributions and deductions easily. The software's reliability and seamless ...Read more
Offers a wide array of features and customization options, making it highly adaptable to different needs.
Provides easy access to benefits information, contributing to a positive user experience and efficient processes.
User-friendly interface for both employees and administrators, enhancing ease of use and navigation.
Regular updates and improvements based on client feedback demonstrate dedication to enhancing service quality.
Search function can be challenging and requires precision, affecting usability for some users.
Limited guidance and instructions for benefit selection may lead to confusion during the process.
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AU
Anonymous User
08/12/21
"Top notch account managers"
What do you like best about PlanSource? The account management team is the best! What do you dislike about PlanSource?
A
Afton
07/23/21
PlanSource benefit platform
PROS: PlanSource benefit management software is a very useful program. It's very user-friendly, has a simple set-up and the customer support staff were nice to work with. CONS: None. It's an incredible tool. People should consider using PlanSource.
Z
Zackery
07/03/21
Easy to use cloud-based program
PROS: Instant consultation with PlanSource customer support staff anytime you need a quick answer. They will also guide you through the procedure. CONS: I hate the search function, you need to be very precise when searching. It must contain other words and we do not always remember them exactly. Also, I turned off the new beta option as I don't even see the effective date and what I'm approving in qualifying events. Some staff wants to take this opportunity to cancel the voluntary benefits ...
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V
Viola
06/14/21
Best for Compensation selection
PROS: I appreciate seeing the last year's selections. It makes it a lot easier to select to retain the same incentives or switch to a new package. I like that it displays the cumulative deduction for every pay cycle when you pick the benefits. CONS: Choosing benefits can be somewhat confusing. It would be nice if there are more guided instructions.
V
Viola
06/14/21
Best for Compensation selection
PROS: I appreciate seeing the last year's selections. It makes it a lot easier to select to retain the same incentives or switch to a new package. I like that it displays the cumulative deduction for every pay cycle when you pick the benefits. CONS: Choosing benefits can be somewhat confusing. It would be nice if there are more guided instructions.
H
Henderson
06/05/21
Excellent User experience
PROS: PlanSource is keeping us updated on the status weekly. They have also helped us a ton and did some work to assist us to operate on the back end. CONS: I have not yet found something that I'd say I hate. I suppose if you're multi-state and have several different subsets, it may be a little confusing with different models, but that is to be considered normal.
H
Henderson
06/05/21
Excellent User experience
PROS: PlanSource is keeping us updated on the status weekly. They have also helped us a ton and did some work to assist us to operate on the back end. CONS: I have not yet found something that I'd say I hate. I suppose if you're multi-state and have several different subsets, it may be a little confusing with different models, but that is to be considered normal.
V
Vivienne
04/21/21
Yearly Enrollment Assistance
PROS: Their yearly customer service team was incredibly supportive during the year's really busy time. They are so diligent and responsive to all questions from our clients as we moved through the setup, training and yearly staff enrollment process. This had made a significant difference for our consumers. Personally, of all the customer vendors with which I worked, PlanSource stood out way beyond: very competent, excellent meticulousness and exemplary responsiveness. These all have very ...
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AU
Anonymous User
03/04/21
"Better than BenefitFocus but still some issues"
What do you like best about PlanSource? Works well with UKG (UltiPro). Gives discounts for using certain vendors. What do you dislike about PlanSource?
AU
Anonymous User
02/26/21
"Love the program and my account manager is very responsive"
What do you like best about PlanSource? It is very user friendly for my employees What do you dislike about PlanSource?
