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What is PlanSource?

Elevate every aspect of your benefits program with PlanSource, which allows you to connect with employees through customized messaging and communication strategies that can be adapted for different groups and automatically distributed through email, text, mobile applications, and other channels. Our platform simplifies self-billing and invoice reconciliation, drastically reducing the time spent on auditing and correcting insurance bills each month, which in turn fosters a more efficient workflow. With robust compliance solutions, you can have peace of mind regarding ACA measurement and reporting, COBRA administration, eligibility requirements, and much more. Our streamlined workflows and real-time integrations facilitate an enrollment process designed to boost engagement and participation in your plans. The fully mobile experience offered through our app and website makes it easy for employees to explore benefits, akin to the convenience of online shopping. By eliminating manual tasks and minimizing HR administrative burdens, you can realize genuine end-to-end automation in your benefits system. This transformation not only enhances employee satisfaction but also significantly improves the overall effectiveness of your benefits administration while fostering a culture of engagement and support throughout your organization.

What is Applied Pay?

Applied Pay is a comprehensive digital payment solution specifically designed for the insurance industry. It works seamlessly with platforms like Applied Epic, Applied CSR24, and EZLynx, enhancing the efficiency of payment collection, processing, and reconciliation. This integration enables agencies to offer their clients a safe and convenient online premium payment method accessible from any device. With support for various payment methods including ACH, credit and debit cards, and eWallets, Applied Pay caters to the diverse preferences of insured clients. The platform features next-day funding, the ability to pay multiple invoices simultaneously, and options for setting up recurring payments, which collectively elevate the customer experience. Users are equipped with an easy-to-navigate dashboard that delivers real-time insights into payment transactions, improving accounts receivable management. Additionally, the automation of multiple workflows through Applied Pay reduces the potential for manual errors, ensures compliance with PCI and NACHA regulations, and lowers agency liability risks. As a result, it stands out as an innovative solution that adapts to the changing demands of the insurance sector, ultimately driving efficiency and customer satisfaction. This adaptability makes Applied Pay an essential tool for agencies looking to enhance their service offerings in a competitive market.

Media

Media

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Global Payroll
ADP Learning Management
ADP Mobile Solutions
ADP Next Gen HCM
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
BambooHR
SAP Store
Wisely by ADP

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Global Payroll
ADP Learning Management
ADP Mobile Solutions
ADP Next Gen HCM
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
BambooHR
SAP Store
Wisely by ADP

API Availability

Has API

API Availability

Has API

Pricing Information

$4 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanSource

Date Founded

2008

Company Location

United States

Company Website

www.plansource.com

Company Facts

Organization Name

Applied Pay

Date Founded

1983

Company Location

United States

Company Website

www1.appliedsystems.com/en-us/solutions/for-agents/digital-payments/applied-pay/

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Categories and Features

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