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9.2

Spot Score

PlanSource - Benefits Administration Software

PlanSource Reviews in May 2025: User Ratings, Pros & Cons

Elevate your benefits, simplify your life.

4.3

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PlanSource Reviews & Ratings

4.3

Very Good

Based on 129 ratings & 160 reviews

Rating Distribution

Excellent

(86)

Very Good

(62)

Good

(12)

Poor

(0)

Terible

(0)

Expert's Review

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

PlanSource pros and cons

  • 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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Showing 51-60 out of 160

AU

Anonymous User

09/19/19

3.5 out of 5

"Time Saver Benefits Admin System"

What do you like best about PlanSource? Ability to feed to carriers, employees can access and enroll, ability to show and compare different coverages What do you dislike about PlanSource?

KB

kenneth b

08/13/19

5 out of 5

"awesome software"

What do you like best about PlanSource? The greatest upside to utilizing Plansource is the usability for our workers - from the entrance to the contact focus, I realize our representatives are getting right data in a convenient way. The most significant thing when picking an advantage stage was the representative experience.

KB

kenneth b

08/13/19

5 out of 5

"awesome software"

What do you like best about PlanSource? The greatest upside to utilizing Plansource is the usability for our workers - from the entrance to the contact focus, I realize our representatives are getting right data in a convenient way. The most significant thing when picking an advantage stage was the representative experience.

CS

Courtney S

08/12/19

5 out of 5

"Unbeatable Benefits Partnership"

What do you like best about PlanSource? The biggest upside to using Plansource is the ease of use for our employees - from the portal to the contact center, I know our employees are getting correct information in a timely manner. The most important thing when choosing a benefit platform was the employee experience.

CS

Courtney S

08/12/19

5 out of 5

"Unbeatable Benefits Partnership"

What do you like best about PlanSource? The biggest upside to using Plansource is the ease of use for our employees - from the portal to the contact center, I know our employees are getting correct information in a timely manner. The most important thing when choosing a benefit platform was the employee experience.

AU

Anonymous User

08/12/19

4.5 out of 5

"My experience with PlanSource has been efficient and easygoing. "

What do you like best about PlanSource? I love how proactive our implementation and support teams have been - even the few times they don't know the answer off the bat. They are solution oriented. They really are knowledgeable of their software (front and back) and of benefits. The implementation allowed us to input all the rules we needed in our plans - something we didn't have with a previous vendor. Which resulted in easier billing! I feel like I can trust all the information in the system.

MS

Michelle S

07/28/19

5 out of 5

"Plan Source benefit admin system"

What do you like best about PlanSource? Plan Source benefit admin system is a wonderful system to use. Very easy to use, easy set up and the team is wonderful to work with.

MS

Michelle S

07/28/19

5 out of 5

"Plan Source benefit admin system"

What do you like best about PlanSource? Plan Source benefit admin system is a wonderful system to use. Very easy to use, easy set up and the team is wonderful to work with.

AU

Anonymous User

07/25/19

5 out of 5

"PlanSource Complete Benefit Admin Package! "

What do you like best about PlanSource? They truly listen to their customers and are committed to producing the best products on the market. What do you dislike about PlanSource?

AU

Anonymous User

07/25/19

5 out of 5

"PlanSource Complete Benefit Admin Package! "

What do you like best about PlanSource? They truly listen to their customers and are committed to producing the best products on the market. What do you dislike about PlanSource?