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Market Research Report: PlanSource





Company Overview



PlanSource Information


  • Name: PlanSource

  • Mission: Helping people live happier, healthier lives by maximizing the benefits of their benefits.

  • Founded: 2008

  • Key People:

  • Mike Morini, Chief Executive Officer

  • Alan Primeaux, Chief Operating Officer

  • Ewan Auguste, Chief Marketing Officer

  • Jennifer Zador, General Counsel & Chief Compliance Officer

  • Madhu Venkatarajan, Country Head & VP (R&D), PlanSource India

  • Phil Carollo, President, Sales

  • Sharon Brand, Chief People Officer

  • Srinivasan (Srini) Venkatramani, Chief Product and Technology Officer

  • Headquarters: 122 W. Pine Street, Suite 203, Orlando, FL 32801

  • Number of Employees: 800+

  • Revenue: No information is available.

  • Notable: PlanSource is known for automating and simplifying employee benefits programs, providing HR teams with tools to make smarter, more confident benefits decisions.


Products & Services



Product Offerings


  • Core PlanSource Products:

  • Benefits Administration Technology

  • Features: Automates benefit selection and enrollment processes, integrates with payroll and other HR systems.

  • IQ Suite

  • DependentIQ: AI-driven eligibility verification.

  • DecisionIQ: AI-based decision support for benefit recommendations.

  • InsightsIQ: Data visualization for benefits insights.

  • The Source

  • Description: An employee engagement platform.

  • Key Features: Mobile access to benefits information, personalized communications, enrollment, access to payroll, and HR documents.

  • Managed Services

  • Features: Employee contact center, billing reconciliation, COBRA administration, HSA/FSA/HRA administration, custom communications, and ACA compliance add-on services.

  • Carrier Integration – PlanSource Boost

  • Features: Modern API integrations, preferred pricing, optimized employee shopping experience, simplified self-billing.


Recent Developments



New Product Launches and Feature Enhancements


  • AI Virtual Assistant & Payroll Solutions:

  • Launched: August 27, 2024

  • Product: Olive, a new AI assistant powered by ChatGPT4.

  • Features: Tailored communications for HR professionals, improved payroll and carrier integrations.

  • General Counsel & Chief Compliance Officer Appointment:

  • Date: August 6, 2024

  • Name: Jennifer Zador

  • Role: Drives legal strategy at PlanSource.

  • New CEO Appointment:

  • Date: June 25, 2024

  • Name: Mike Morini

  • Background: Former CEO of WorkForce Software, focus on customer-centric leadership and operational excellence.


Key Partnerships


  • Synergos360 Partnership:

  • Announced: June 11, 2024

  • Details: Offering PlanSource's Benefits Engagement and Communication Platform to clients.

  • RT Consulting Partnership:

  • Announced: November 15, 2023

  • Details: Exclusive reseller partnership for Benefits Engagement Platform.




Note: This report is based on available data and does not include unauthorized information. Any requests for further details or documents should be addressed to PlanSource Media Contacts.
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