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Insights

AI Assistant Innovation PlanSource introduced Olive, an AI assistant, in January 2024 to revolutionize HR communications. This innovative feature enhances employee engagement and provides a unique selling point for PlanSource in the benefits administration technology market.

New Product Releases PlanSource recently launched the Spring 2024 Product Release, including enhancements to the enrollment API transaction tracker and Carrier integrations. These new offerings create sales opportunities to engage existing customers with upgraded features and attract new clients with cutting-edge solutions.

Strategic Partnerships Collaborations with companies like Evive Health, LLC and DarioHealth Corp demonstrate PlanSource's commitment to expanding its market reach and offering digital health solutions. Leveraging these partnerships can open doors for cross-selling opportunities and tapping into new customer segments.

Competitive Positioning In a market with similar companies like Benefitfocus, TriNet, and Gusto, PlanSource stands out with its comprehensive benefits platform and technology-enabled services. By highlighting these strengths in sales pitches, PlanSource can differentiate itself and attract clients looking for a holistic solution.

Financial Health and Growth Potential With a revenue ranging from $100M to 1B and recent funding of $70M, PlanSource showcases financial stability and growth potential. Emphasizing this financial health in sales conversations can instill confidence in prospective clients about the company's long-term viability and scalability.

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PlanSource Tech Stack

PlanSource uses 8 technology products and services including WordPress, OneStream, Postman, and more. Explore PlanSource's tech stack below.

  • WordPress
    Content Management System
  • OneStream
    Corporate Performance Management
  • Postman
    Data Management Platforms
  • Snowflake
    Data Management Platforms
  • UKG
    Human Resource Management System
  • Ada
    Live Chat
  • Office 365
    Office Suites
  • Erlang
    Programming Languages

Media & News

PlanSource's Email Address Formats

PlanSource uses at least 1 format(s):
PlanSource Email FormatsExamplePercentage
First.Last@plansource.comJohn.Doe@plansource.com
77%
FLast@plansource.comJDoe@plansource.com
21%
FMiddleLast@plansource.comJMichaelDoe@plansource.com
1%
First.Middle@plansource.comJohn.Michael@plansource.com
1%

Frequently Asked Questions

Where is PlanSource's headquarters located?

Minus sign iconPlus sign iconPlanSource's main headquarters is located at 122 W Pine St Suite 203 Orlando, Florida 32801 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is PlanSource's phone number?

Minus sign iconPlus sign icon You can contact PlanSource's main corporate office by phone at
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+1-407-373-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PlanSource's official website and social media links?

Minus sign iconPlus sign iconPlanSource's official website is plansource.com and has social profiles on LinkedIn.

How much revenue does PlanSource generate?

Minus sign iconPlus sign icon As of November 2024, PlanSource's annual revenue reached $750M.

What is PlanSource's SIC code NAICS code?

Minus sign iconPlus sign iconPlanSource's SIC code is 7371 - Computer Programming Services NAICS code is 5112 - Software Publishers.

How many employees does PlanSource have currently?

Minus sign iconPlus sign iconAs of November 2024, PlanSource has approximately 664 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. M.Chief Executive Officer: H. K.CTO / Co-Founder: R. B.. Explore PlanSource's employee directory with LeadIQ.

What industry does PlanSource belong to?

Minus sign iconPlus sign iconPlanSource operates in the Software Development industry.

What technology does PlanSource use?

Minus sign iconPlus sign iconPlanSource's tech stack includes WordPressOneStreamPostmanSnowflakeUKGAdaOffice 365Erlang.

What is PlanSource's email format?

Minus sign iconPlus sign iconPlanSource's email format typically follows the pattern of . Find more PlanSource email formats with LeadIQ.

How much funding has PlanSource raised to date?

Minus sign iconPlus sign icon As of November 2024, PlanSource has raised $70M in funding. The last funding round occurred on Aug 21, 2015 for $70M.

When was PlanSource founded?

Minus sign iconPlus sign iconPlanSource was founded in 2008.
PlanSource

PlanSource

Software DevelopmentFlorida, United States501-1000 Employees

PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

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Section iconCompany Overview

Headquarters
122 W Pine St Suite 203 Orlando, Florida 32801 US
Phone number
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+1-407-373-****
Website
plansource.com
SIC Code
7371 - Computer Programming Services
NAICS Code
5112 - Software Publishers
Founded
2008
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $70M

    PlanSource has raised a total of $70M of funding over 4 rounds. Their latest funding round was raised on Aug 21, 2015 in the amount of $70M.

  • $100M$1B

    PlanSource's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $70M

    PlanSource has raised a total of $70M of funding over 4 rounds. Their latest funding round was raised on Aug 21, 2015 in the amount of $70M.

  • $100M$1B

    PlanSource's revenue is in the range of $100M$1B

Company Leadership

Employee Directory

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