Company Performance Metrics
Ted White: Co-Founder
Phil Carollo: Executive Vice President, Sales
PlanSource is a Web-based human resources and benefits administration company that 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. The company was founded in 2002 is based in Orlando, Florida. As of January 2, 2008, PlanSource Holdings, Inc. is a subsidiary of CoAdvantage, Inc.
