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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 Diamond Billing?

Insuresoft's Diamond Billing solution is designed to provide insurers with accurate and immediate data alongside self-service functionalities that cater to both agents and policyholders. This innovative system enables agents to manage their operations effectively while granting policyholders the autonomy to oversee their coverage at their convenience. By automating standard procedures, it guarantees precise task execution and facilitates real-time modifications to payment plans among various options. Furthermore, it skillfully addresses situations such as non-paid cancellations and reinstatements, which enhances service delivery and elevates overall satisfaction among policyholders. The customizable nature of the system ensures it meets the unique demands of both agents and clients, promoting the implementation of adaptable payment plans that suit customer preferences and allowing for mid-term modifications to payment settings. Additionally, Diamond Billing accommodates a vast array of payment methods, such as mobile transactions, online payments, credit card transactions, electronic funds transfers, checks, and cash, thereby maximizing convenience for all users involved. This all-encompassing strategy not only improves the user experience but also strengthens the relationships between insurers and their clientele, ultimately fostering loyalty and trust. As insurers continue to evolve, the flexibility and efficiency of Diamond Billing position it as a vital tool in addressing the dynamic needs of the insurance industry.

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
Insuresoft Diamond
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
Insuresoft Diamond
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

Insuresoft

Date Founded

1993

Company Location

United States

Company Website

www.insuresoft.com/platform/insurance-billing-software/

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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