PlanSource
By PlanSource
PlanSource is a benefits administration platform for open enrollment, eligibility tracking, ACA reporting and COBRA. Its Boost Carrier Integration Program connects carriers through APIs instead of weekly files, and a Plan Configuration API pulls plans, rates and rules from carrier systems; the vendor says it is live with Guardian, MetLife and Mutual of Omaha. PlanSource publishes no prices, and its pricing address redirects to a contact page.
- From
- Price on request
- Free plan
- No
- Free trial
- No
- Prices checked
- November 4, 2026
Pricing
Checked November 4, 2026 on the vendor's pricing page.
| Plan | Price | Charged | Notes |
|---|---|---|---|
| Custom | On request | per account | No prices published. The pricing address redirects to the contact page, which offers a demo and a sales form |
Categories it qualifies for
Facts we checked
- The vendor says its Plan Configuration API pulls plans, rates and rules directly from carrier systems, and that setup and renewals that took weeks can finish in minutes. Source, checked November 4, 2026
- The Boost network section shows 18 carrier logos, and the page gives no total carrier count. Source, checked November 4, 2026
- The FAQ on the product page lists eligibility tracking, dependent verification, ACA reporting and COBRA administration among the compliance needs it supports. Source, checked November 4, 2026
- The Trust Center lists SOC 2 Type 2, ISO/IEC 27001:2022 and HIPAA, with reports available on request. Source, checked November 4, 2026
Security and compliance
- SOC 2
- Yes
- ISO 27001
- Yes
- GDPR
- Not stated
- HIPAA
- Yes
- Single sign-on
- Not stated
Checked November 4, 2026 on the vendor's security page.
Reviews
Review collection has not opened yet, so there are no reviews to show. When it opens, reviewers will confirm their identity with a work email or LinkedIn before a review is published.
Who pays us
PlanSource does not pay us anything.