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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 Kota?

Kota operates as an all-encompassing platform designed for employee benefits, simplifying how businesses establish, manage, and monitor workplace benefits by merging health insurance, retirement plans, life insurance, and flexible options into a unified digital solution that integrates smoothly with existing HR systems and HRIS data. This seamless integration automates key processes such as enrollment, reporting, payroll reconciliation, and compliance across multiple countries, resulting in a more streamlined operation. By centralizing billing and contributions, it eliminates the requirement for fragmented brokers and labor-intensive manual tasks, allowing employers to link their HRIS effortlessly, set guidelines, benchmark contributions, and quickly implement compliant benefit programs compared to traditional approaches. Additionally, employees enjoy the advantages of the Kota mobile and web application, which empowers them to enroll, adjust their contributions, and easily access their benefits. The platform further features automated data synchronization from HR systems, customizable benefits such as allowances via spend cards, a rewards marketplace with exclusive partner deals, and user-friendly APIs that can be integrated with ease. This comprehensive strategy not only boosts employee satisfaction but also significantly alleviates administrative workloads for employers, making it an invaluable tool in today's dynamic work environment. Ultimately, Kota represents a forward-thinking solution that aligns with modern workforce needs and expectations.

Media

Media

Integrations Supported

BambooHR
ADP Celergo
ADP DataCloud
ADP Enterprise HR
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
Allianz Cyber Protect
Personio
SAP Store
Sanitas AI
Vitality
Wisely by ADP
Workday HCM

Integrations Supported

BambooHR
ADP Celergo
ADP DataCloud
ADP Enterprise HR
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
Allianz Cyber Protect
Personio
SAP Store
Sanitas AI
Vitality
Wisely by ADP
Workday HCM

API Availability

Has API

API Availability

Has API

Pricing Information

$4 per month
Free Trial Offered?
Free Version

Pricing Information

$8.13 per month
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

Kota

Date Founded

2022

Company Location

United States

Company Website

www.kota.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

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

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