Working at PlanSource | Glassdoor

PlanSource Overview

Orlando, FL
501 to 1000 employees
Company - Private
Computer Hardware & Software
Unknown / Non-Applicable
PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud-based technology ... Read more

Mission: Our mission is to make our customers successful by providing innovative technology that revolutionizes the way that healthcare and benefits are bought, sold and managed.

Company Updates

  • Did you know yesterday was National Taffy Day? We all enjoyed various kinds of taffy in all our offices. We hope you got to enjoy some taffy or will do so sometime this week!

  • We are pumped to announce that we've been selected as a Best Workplace of 2018 by Inc. Magazine. Thanks to all of our innovative, passionate, and FUN team members for making PlanSource an awesome place to work!

See AllSee All

PlanSource – Why Work For Us?

Let’s face it. Benefits are complicated. They take time to figure out and require a lot of energy to administer. So we’ve made it our mission to revolutionize the way healthcare and employee benefits are bought, sold and managed.

More than 10,000 companies and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing, compliance and ongoing administration. We are proud to be their source for a better benefits experience.

Here at PlanSource, we believe that there is more to work than just doing a job. It’s about making an impact, winning as a team and celebrating success. It’s about being challenged and growing as a person and as a professional. It’s about working together towards our common mission to build innovative technology that revolutionizes the way healthcare and employee benefits are bought, sold, and managed.

#10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.

#9: We are on a roll. Be part of a winning team – More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.

#8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices … and no-holds-barred Nerf wars.

#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.

#6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.

#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.

#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.

#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.

#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.

PlanSource Reviews

Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
PlanSource CEO Dayne Williams
Dayne Williams
52 Ratings
  • Featured Review

    Helpful (2)

    "Great company to work for if you like working on a TEAM!"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Executive Assistant in Minneapolis, MN
    Current Employee - Executive Assistant in Minneapolis, MN
    Positive Outlook
    Approves of CEO

    I have been working at PlanSource full-time (More than a year)


    PlanSource has a great team environment. Management is very helpful and gives you projects that help you grow as an employee. The work/life balance is the best I have ever experienced including flexibility to work at home.


    Really aren't any cons except the benefits could be better.

    Advice to Management

    Keep up the good work. Continue to be approachable because everyone appreciates it!

See All 80 Reviews

PlanSource Photos

PlanSource photo of: Sleek Modern Offices
PlanSource photo of: Sleek Modern Offices
PlanSource photo of: Dayne Williams
PlanSource photo of: Open Collaboration Space
PlanSource photo of: Open Collaboration Space
PlanSource photo of: Collaboration Rooms
See All PhotosSee All

PlanSource Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview

    Helpful (8)  

    Implementaion Interview

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


    I applied online. The process took 3 weeks. I interviewed at PlanSource (Orlando, FL) in November 2017.


    There was an easy online application process followed by a telephone interview. Process took three weeks. After phone interview, received invitation for in-person interview in the Orlando office two weeks later. Good technical interview; interviewers were very nice. Received a tour of the office after the interview, and an offer a week later. The reason I chose to accept this offer and not a competitive one is because I experienced a lot of excitement and passion from all the folks I met. They really enjoyed working for this company. During the office tour, I saw employees interacting well and the offices attractive. I also reached out to a friend who works there and heard how she had already been promoted twice.

    Interview Questions

See All 23 Interviews

PlanSource Awards & Accolades

  • Superstar Award Winner - Private Exchange Implementation, The Institute for HealthCare Consumerism, 2014

Work at PlanSource? Share Your Experiences

  • Star
  • Star
  • Star
  • Star
  • Star
Click to Rate