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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 Grappler?

Grappler is a cutting-edge, cloud-based accounting automation platform tailored for the global insurance sector, efficiently addressing the administrative challenges faced by syndicates, managing general agents (MGAs), service providers, cover holders, agencies, and insurers alike. This tool significantly improves decision-making processes by supplying vital financial metrics, which assist in long-term strategic planning and continuous forecasting initiatives. Through the application of automation and sophisticated machine learning methods, Grappler simplifies manual reconciliation activities, enhancing accuracy and speeding up the synchronization of payments with insurance policies. Key features include the automation of daily, monthly, and annual closing activities to reduce risks and reinforce controls; the modernization of outdated bordereaux document workflows to provide transparency regarding cash positions; the resolution of unallocated cash issues and clarification of debtor statuses; and the availability of detailed dashboards, analytics, and reporting tools for all ledgers, which illuminate unallocated cash, debtor situations, and customer performance indicators. Moreover, Grappler empowers its users by delivering actionable insights that promote enhanced financial management and operational efficiency amidst a rapidly changing insurance environment, ultimately positioning businesses to thrive in a competitive marketplace. As the insurance industry evolves, Grappler continues to adapt and innovate, ensuring that its users remain equipped with the tools necessary for success.

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

Grappler

Date Founded

2015

Company Location

United States

Company Website

www.grappler.io

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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