PlanSource Overview

  • Orlando, FL
  • 501 to 1000 Employees
  • 2008
  • Company - Private
  • Computer Hardware & Software
  • Unknown / Non-Applicable

PlanSource is a technology company driven to create a better benefits experience for employers and their employees. More than 5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits ...
Mission: Helping people live happier, healthier lives by maximizing the benefits of their benefits

Company Updates

August 3, 2020
We believe that there is more to work than just doing a job. It's about making an impact. Please see this awesome Employee Testimonial from Daphne Casmir, one of our talented Learning & Development Specialists here at PlanSource!
Shared image - Careers at PlanSource | Join Our Top-Rated Software Team
Careers at PlanSource | Join Our Top-Rated Software Team
June 19, 2020
PlanSource is proud to honor Juneteenth, celebrating the freedom and independence of Black people in the United States. Learn more.
Shared image - Meaningful Ways to Celebrate Juneteenth This Year
Meaningful Ways to Celebrate Juneteenth This Year

PlanSource Reviews

Recommend to a Friend
Approve of CEO
Dayne Williams
Dayne Williams
98 Ratings
Current Employee

"Great people"

Jun 10, 2021 - Software QA Engineer in Salt Lake City, UT
Positive Outlook
Approves of CEO


Great team members to work with, and supervisor really fights for higher pay for the QA.


Not the biggest yearly merit increases typically.
See All 157 Reviews

Diversity & Inclusion at PlanSource

(31 Reviews)

Diversity & Inclusion FAQs

All answers shown come directly from PlanSource Reviews and are not edited or altered.

How is diversity at PlanSource?

...boarding, welcoming inclusive community, management sets you up for success, lots of snacks around, lots of opportunity for advancement....Read More

Read 1 more responses

PlanSource Photos

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PlanSource Interviews

Getting an Interview
Applied online61%
Staffing Agency8%

  1. Featured Interview

    Launch Project Manager Interview

    Anonymous Employee in Orlando, FL
    Accepted Offer
    Positive Experience
    Difficult Interview

    I applied through a recruiter. I interviewed at PlanSource (Orlando, FL) in Jan 2021


    I found the job and did my application through LinkedIn, and then reached out to one of the recruiters to better know and understand the company and its job roles, as there were multiple different jobs open. The recruiter, Liz Chavez, scheduled time for us to speak, in which the same day I was offered to schedule an actual pre-screening interview by a different recruiter within the company, before Liz and I's meeting.

    Liz was very personable, and professional as she explained the company and the different roles, and did the pre-screening interview. Afterwards, I moved on to do the CCAT Exam, which I passed, but it was not easy as I did have to put in a good amount of time into studying and preparing for it. After the CCAT Exam, I had an interview with two managers over the Launch Project Managers, who were also very nice, relatable, and professional. I was then offered the position about a week later, and accepted.

    The questions were based around time management, multi-tasking, managing multiple clients at once, and dealing with different personalities.

    Answer Question

See All 61 interviews

PlanSource Awards & Accolades

  • Orlando Sentinel Top 100 Companies for Working FamiliesOrlando Sentinel2018
  • Best Workplaces for CommutersBest Workplaces for Commuters2018
  • Top 50 Benefit Technology Innovationse-Benefit Marketplace2018
  • Inc. Best WorkplacesInc.2018
  • Superstar Award Winner - Private Exchange ImplementationThe Institute for HealthCare Consumerism2014

Pledges & Certifications

  • Career Advancement Program

    Helping employees "upskill" into higher-paying positions

  • Social Responsibility Pledge

    Formal programs or foundation to give back to communities

Popular Careers with PlanSource Job Seekers


PlanSource FAQ

(36 Questions)

All answers shown come directly from PlanSource Reviews and are not edited or altered.

See questions about:

What are perks and other benefits like at PlanSource?

...Also better maternity and paternity leave and tuition reimbursement would be amazing benefits to add....

February 15, 2021

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Work at PlanSource? Share Your Experiences

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