Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Elation Health Reviews & Ratings
    85 Ratings
    Company Website
  • BambooHR Reviews & Ratings
    6,411 Ratings
    Company Website
  • APS Payroll Reviews & Ratings
    1,556 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • Union.Dev Reviews & Ratings
    1 Rating
    Company Website
  • Service Center Reviews & Ratings
    84 Ratings
    Company Website
  • HiBob Reviews & Ratings
    2,217 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Pebl Reviews & Ratings
    482 Ratings
    Company Website

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 Fiserv Engagement Advantage?

Engagement AdvantageSM from Fiserv offers a robust solution that equips your business to showcase the billing and payment options desired by your customers, while also enhancing engagement to drive growth and improve your competitive stance in customer experience. Nowadays, customers expect personalized interactions and straightforward choices in every engagement. By catering to diverse preferences and effectively competing on customer experience through innovative technologies and expertise, businesses can streamline operations and avoid unnecessary expenses. There are numerous avenues for bill distribution and several ways to connect with bill recipients. No matter the delivery method, customers invest significant time reviewing their monthly bills; our research shows that individuals typically spend about two to four minutes on each paper bill, with slightly less time on digital versions. Through the use of highly personalized and branded billing, businesses can effectively engage their customers, facilitate cross-selling opportunities, and provide a cohesive experience across multiple channels, ultimately fostering stronger customer relationships. This strategy not only aligns with customer expectations but also contributes to sustainable business growth, ensuring that companies remain competitive in an ever-evolving market landscape. As businesses adapt to these changing dynamics, they can create a more loyal customer base that appreciates tailored services.

Media

Media

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Global Payroll
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
ARGO
AXIOM
AdSystem
Assure Security
BambooHR
Charge-off Loan Tracker
CharityEngine
Coriunder BAAS
Kinective Bridge
Paylocity
ThingSpace IoT Platform

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Global Payroll
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
ARGO
AXIOM
AdSystem
Assure Security
BambooHR
Charge-off Loan Tracker
CharityEngine
Coriunder BAAS
Kinective Bridge
Paylocity
ThingSpace IoT Platform

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

Fiserv

Date Founded

1984

Company Location

United States

Company Website

www.fiserv.com/en/about-fiserv/resource-center/brochures/engagement-advantage-present-fact-sheet.html

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

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Popular Alternatives

Popular Alternatives

SkyStem ART Reviews & Ratings

SkyStem ART

SkyStem
Guidewire Reviews & Ratings

Guidewire

Guidewire Software
Diamond Billing Reviews & Ratings

Diamond Billing

Insuresoft