The Health & Voluntary Benefits Association® (HVBA) had the distinct pleasure of attending PlanSource’s elite event Eclipse in Nashville, TN. PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. 

What an experience we had learning all about how PlanSource is such a versatile technology platform for employers who are truly looking for an engaging tool that helps employees navigate their benefits and offerings in one simple-to-use software. I was amazed at the ability of the software to easily be white-labeled for employers to use as their intranet site for all things benefits with their new product, The Source.

The team at PlanSource brought their best partners together for a 2023 update and to gain insight from their partners on what they are doing well and what they could do better. They presented their 2023 goals which included even better integrations, a faster onboarding process, and such ease for employers to get everything they offer in one spot for their employees to access.  

Some of the staggering statistics were mind-boggling. One stated that employees typically spend about 15 minutes selecting their benefits. With so much at stake, easier software with a better user experience could help employees get the benefits that fit their current needs and see benefits that will help them in their future from a health and wealth perspective. 

The most impressive experience at this event was the interactive round tables where the C-Suite team of PlanSource took time with small groups asking pointed questions surrounding their service as well as getting perspectives on pain points that brokers face and employers experience and how to best to solve challenges with a much more robust communication strategy for employees to easily engage and get the most from what their employer is offering in terms of benefits.

Finally, the fun. The meeting was interactive, and the evening events were well executed. We got to have a taste of Nashville at The Gibson Garage where a delicious dinner was served, and we got to hear the songwriter’s version of many songs written for some of the most famous entertainers in the country.

What a great experience all around. PlanSource is a step above the rest with its customer-centric focused approach to servicing its clients.

The Health & Voluntary Benefits Association (HVBA), is the nation’s largest, leading non-profit in voluntary benefits, also known as ancillary or supplemental insurance. As THE national influencers we serve as the central point of communication for the industry, offering networking, education, and the latest updates on the trends, best practices, and innovations for:

• Insurance Brokers & Consultants
• Carrier Representatives
• Human Resource Executives
• Voluntary Benefit Service Providers

We focus on improving the health of our partners and their teams through the sharing of proven strategies and success stories of employee benefit solutions.