PlanSource

PlanSource Holdings, Inc., a Web-based human resources and benefits administration company, provides benefits administration solutions for small and medium-sized businesses. It offers PlanSource, a benefits administration technology that automates various benefits transactions and connects with the insurance carriers; and PlanSource Advantage, a carrier-sponsored benefits administration technology that is designed to reduce the costs of providing employee benefits for small businesses by streamlining the insurance procurement and administration functions. The company also provides PlanSource HR, a benefits content management system that is designed to equip benefits advisors with the content publishing technology to communicate human resources and benefits information to employees; and PayAdvantage HR, an integrated benefits administration, payroll, and content management system. In addition, its solutions simplify the buying, selling, and administering of employee benefits programs for small and medium-sized employers, as well as brings together brokers, insurance providers, employers, and employees by unifying data, managing benefit transactions, and educating employees through a self-service Website. 

Type
Private
HQ
Orlando, US
Founded
2008
Employees
316 (est)+2%
PlanSource was founded in 2008 and is headquartered in Orlando, US

Key People at PlanSource

Shane Streufert

Shane Streufert

CFO
Phil Carollo

Phil Carollo

Executive Vice President, Sales
Anita Messal

Anita Messal

Chief Operating Officer
Ryan Baldwin

Ryan Baldwin

CTO
Scott Carver

Scott Carver

Founder & President
Nancy Sansom

Nancy Sansom

Chief Marketing Officer
Dayne Williams

Dayne Williams

CEO

PlanSource Locations

Orlando, US
Foster City, US
Broomfield, US
Charleston, US
Salt Lake City, US
Spokane Valley, US
Chicago, US
Los Angeles, US
Minneapolis, US
Boston, US

PlanSource Metrics

PlanSource Summary

Founding Date

2008

Total Funding

$94 M

Latest funding size

$70 M

Time since last funding

over 1 year

Investors

PlanSource's latest funding round of $70 M was in August 2015. In total, PlanSource has raised $94 M.

PlanSource Online Presence

PlanSource Company Life

You may also be interested in