WTW and PlanSource:

Deliver a Better Benefits Experience Together

WTW

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 45,000 employees serving more than 140 countries and markets. WTW designs and delivers solutions that manage risk, optimize benefits, cultivate talent and expand the power of capital to protect and strengthen institutions and individuals. Their unique perspective allows them to see the critical intersections between talent, assets and ideas—the dynamic formula that drives business performance. 

PlanSource

More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. We partner with leading brokers, carriers and tech providers to provide companies of all sizes with a complete solution for benefits administration. 

Together

Together, WTW and PlanSource are building better benefits experiences. WTW selected PlanSource – an industry leader in benefits administration – to be a vendor of its Benefit Administration Partner Panel. WTW and PlanSource provide customers with a unique blend of high-touch service, deep insurance and benefits expertise and state-of-the-art benefits technology. Our teams work hand-to-hand to automate and simplify employee benefits management, deliver data analytics and wellness services, and optimize the employee shopping experience – all to help both clients and consumers maximize the benefits of their benefits.  

Why WTW and PlanSource?

Save
Time
Automate
Processes
Engage
Employees
Save Time

Automated and streamlined processes save HR teams weeks of time spent on administrative tasks and employee questions

Automate Processes

Modernize your benefits experience with powerful configurability that allows you to automate even the most complex rules and workflows

Engage Employees

Mobile-friendly tools and content simplify the process for employees, helping boost enrollments and empower better benefits decisions

Reduce Benefit Costs

Identify cost savings, increase participation rates and improve your purchasing power to maximize the ROI on your benefits investments

Ensure Compliance

Manage complex federal, state and company-specific regulations with ease with defined workflows and automatic safeguards built into PlanSource

Personalize Offerings

Our flexible technology allows you to offer a diverse and expanding portfolio of benefits offerings needed to appeal to four generations of workers

Reduce
Benefit Costs
Ensure
Compliance
Personalize
Offerings
PlanSource offers the best experience for:
Communication
Shopping
Enrollment
Billing
Compliance
Administration
A Mobile-Friendly
Employee Experience
Self-Service Access
Educational Videos and Content
Personalized Decision Support
Optimized Enrollment Workflows
Mobile Shopping and Checkout
Sophisticated Benefits Administration
and Automation
Eligibility Management
Employee Communication Tools
Cost Calculations
Flexible Reporting
Powerful Benefits Administration for HR Teams
PlanSource Boost
A groundbreaking program created to modernize the benefits experience for employees and HR teams, through real-time API integrations with leading insurance carriers. With Boost, you get:
Preferred Pricing
when you select one or more benefits products from a Boost carrier
Optimized Shopping Experience
designed to drive engagement and completion
Modern API Integrations
that provide a real-time customer experience
Simplified Self-Billing
that eliminates the need to reconcile carrier bills

Ready to put our partnership to work?

Learn more

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