PlanSource has unveiled a significant brand evolution, reflecting a year of transformation focused on AI-driven technology and enhanced service excellence. The new identity is built on four guiding principles: modern technology, intentional AI application, expert human action, and unwavering service, aiming to redefine the benefits administration experience for HR teams and employees.
PlanSource unveils a comprehensive brand evolution for benefits administration.
The rebrand reflects advancements in AI-driven technology and service delivery over the past year.
It is built on four principles: modern tech, intentional AI, expert action, and superior service.
AI is embedded to improve data accuracy and streamline complex tasks like implementations and EDI.
The focus is on making benefits administration feel clear, connected, and manageable.
The company aims to help customers navigate rising costs and complexity with greater confidence.
The rebrand represents more than a visual update; it signifies meaningful progress across PlanSource's platform and service model. Following a year of strengthening its foundation, the company has introduced four core principles that define its operations: Tech Built for What’s Next, AI-Forward, Human-First, Experts in Action, and Service That Never Settles. These principles guide the delivery of a more connected and intuitive benefits experience.
A key aspect of the evolution is the intentional application of AI. PlanSource positions AI not as a standalone feature but as an embedded advantage that enhances accuracy and reduces friction in historically complex areas like implementations, eligibility setup, and EDI configurations. This approach is designed to empower HR teams to move faster with greater confidence while keeping human judgment and experience at the center of the process.
The updated brand embodies a commitment to helping organizations navigate the growing complexity and rising costs of benefits administration. By combining a modern, configurable platform with deep expertise and a human-first application of AI, PlanSource aims to make benefits feel clear, connected, and manageable. This positions the company as a partner built to grow with customers and lead them forward in an environment of heightened expectations.
This strategic refresh underscores PlanSource's mission to simplify benefits through engaging, AI-powered experiences, reducing risk and friction for thousands of employers, consultants, and HR teams.
About PlanSource
PlanSource is a benefits administration technology and services company on a mission to make it easier for people to choose, use, and manage benefits through engaging, AI-powered experiences. PlanSource solves complex benefits challenges for thousands of customers by pairing strategic administration services with a modern, highly configurable platform designed to reduce risk, remove friction, and support better benefits decisions. Built on deep expertise, human-first AI, and one of the most extensive integration ecosystems in the market, PlanSource helps consultants, resellers, and HR teams deliver benefits experiences that feel clear, connected, and easier to manage.
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