Instant Enroll - Paper Apps


Print enrollment packets when the paper enrollment method is preferred. You can also utilize this tool to easily generate new hire packets or other standard employer forms. Can also be used by your broker as a tool for paper renewals as well as added as an additional resource for any Employer Benefits Portal.

 

 
   Sample New Hire Packet    Paper Apps video demo


Instant Enroll - with Underwriting


Your broker can quickly go to market with multiple carriers for fast and accurate rate quotes for new business or when changing carriers. This online enrollment system will walk employees through the enrollment process with easy instructions for benefit selection, adding dependents, and health questions specifically needed for carriers that require underwriting. Employees are easily added using a simple census spreadsheet, provided by the system. You can then use Instant Enroll to maintain all enrollment data from year to year.

 

 
   Online Enroll Walkthrough    Online Enroll video demo


PlanSource Online Enrollment and Benefits Administration

 

Our state-of-the-art benefits administration solution is specifically designed to meet your needs and provides affordable employee benefits administration through one easy, accurate, state-of-the-art platform.

 

Our technology manages your entire portfolio of benefits. Employee enrollment, administration, and premium billing are all handled online through a single site. No more paper forms, confusing rules, or multiple web sites.  Your employees enroll and maintain their benefits online, which saves time and money and frees you up to focus on more strategic human resource issues. Enrollment eligibility is transferred electronically to carriers and other vendors.

Reduce the need for constant oversight and intervention with employee enrollments and changes, which are accurately managed by the system.

The self-billing feature ensures reconciliation and remittance is even easier and more accurate.

 
   Connect to Carriers video demo