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

  • The Oscars might be months away, but it’s awards season for our Operations, Finance and Technology teams! We held our annual Opscars Awards last week to celebrate the best and brightest talent across our offices. There were a total of 20 awards given out and many of them had multiple winners, because our teams are just that amazing.

    Congratulations to everyone who won and also got nominated to these prestigious titles! �� ��

  • How many licks does it take to get to the center of a Tootsie pop? We still don't know the answer to that question after celebrating National Lollipop Day, but we did get to eat lots of delicious candy!

See AllSee All

PlanSource – Why Work For Us?

A Quest to Create the Best Benefits Experience!

At PlanSource, we are devoted to creating the best benefits experience available.

Helping people get the coverage they need is immensely important. Benefits give people peace of mind, access to invaluable health care, and can even save them from financial ruin. It’s a responsibility we take seriously. That’s why we are honored to partner with thousands of organizations on custom benefits programs, services and human capital management tools that help millions of employees and their families when they need it most.

PlanSource provides a cloud-based solution for benefits administration and human capital management that is affordable, intuitive and highly configurable to support any benefits strategy. Combined with a range of complementary benefit services, PlanSource is an employer’s single and complete source for human resources software.

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
56 Ratings
  • Helpful (1)

    "Continues to impress and amaze me"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Positive Outlook
    Approves of CEO

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


    Company really truly cares about their employees and offers wide range of benefits as well as other perks to keep it a fun and great place to work. Since starting at PlanSource I've been blown away with our Marketing Team and the amazing work they do for the organization. (Puts to shame some of the other marketing departments at previous companies!) The training provided when I joined was so completely invaluable and thorough. From my lens leadership wants people to succeed and takes the time to invest and ensure we have what is needed to be successful in the role. Most importantly, this leadership team can listen and take in honest and open feedback and create change out of it.


    Like any larger organizations, there are silos, though I see improvement in this arena.

    Advice to Management

    No advice today, just want to say I feel completely lucky. In my experience, you guys are the real deal.

See All 86 Reviews

PlanSource Photos

PlanSource photo of: Voted Best Workplaces by Inc.
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
See All PhotosSee All

PlanSource Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview

    Helpful (12)  

    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 25 Interviews

PlanSource Awards & Accolades

  • Superstar Award Winner - Private Exchange Implementation, The Institute for HealthCare Consumerism, 2014
  • Orlando Sentinel Top 100 Companies for Working Families, Orlando Sentinel, 2018
  • Best Workplaces for Commuters, Best Workplaces for Commuters, 2018
  • Top 50 Benefit Technology Innovations, e-Benefit Marketplace, 2018
  • Inc. Best Workplaces, Inc., 2018
See More

Pledges & Certifications

Career Advancement Program

Helping employees "upskill" into higher-paying positions

Work at PlanSource? Share Your Experiences

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