Over the last two years, PlanSource has been laying the foundation for a fundamentally different future of benefits administration. Through innovations including its anomaly detection engine and Delivery Hub, the company has been building toward a world where technology doesn’t simply help people navigate the complexity of benefits administration, but actively removes it.

Today, PlanSource is extending that vision to the employee experience with the launch of the PlanSource Benefits Agent. The agent moves beyond the scope of a traditional virtual assistant to not only help employees understand their benefits, but also complete critical tasks and receive proactive and personalized guidance throughout the year.

“For too long, benefits technology has given employees more places to search without making benefits meaningfully easier to manage,” said Eddie Pinto, SVP of Product at PlanSource. “Most AI solutions stop at answering questions. We believe the future is helping employees understand what matters, take the next step, and get things done.”

From Answer to Action

Benefits matter most at moments when life is already complicated, like when welcoming a child, getting married, changing coverage, or managing ongoing healthcare needs. Yet those are often the moments when employees are expected to navigate unfamiliar terms, plan documents, portals, and support channels on their own.

Benefits Agent changes that.

Unlike traditional chatbots that primarily deliver generic information, Benefits Agent helps employees move from question to action. Because it understands an employee’s coverage, eligibility, household, and broader benefits programs, Benefits Agent can provide context, surface relevant recommendations, and help employees confidently get things done in natural conversation according to their specific circumstances.

“Benefits Agent is like having a benefits expert in your pocket,” said Pinto. “One who knows your coverage, your family, and what you’d otherwise miss.”

Take the moment a new baby arrives. An employee opens their phone and says, “We just had a baby.” Benefits Agent doesn’t just add the baby to coverage. It keeps going, recommending and completing other important actions that person may not have even considered: uploading their verification documents, increasing an HSA contribution, adding the baby as a beneficiary, enrolling in a dependent care spending account, and identifying programs that help them care for their family.

When you’ve just had a baby, benefits should be the last thing on your mind. With Benefits Agent, now they can be.

Building Toward the Future of Autonomous Benefits Administration

Benefits Agent is the latest milestone in PlanSource’s transformation toward autonomous benefits administration: not benefits administration without people, but benefits administration that takes the work off their plates.

This isn’t a distant future. PlanSource is already using advances in ambient and agentic AI to rapidly and responsibly build a world where systems continuously monitor benefits operations, identify issues, coordinate specialized agents, and take action within defined guardrails, while people remain in control and step in when judgment or expertise is required.

For employees, that means never needing to know where to go, how to log in, or what to ask, because support is contextual, action-oriented, and woven into the flow of work and life.

For HR teams, it means technology watches the work, resolves what it can, and brings forward only what needs a person, so they can spend more time on the people and priorities they came into this work to support.

And for the teams operating benefits technology, including partners, brokers, resellers, and service teams, it means less time in the system and more time with the customers who count on them.

“Our goal is simple,” said Greg Mercer, Chief Growth & Operations Officer at PlanSource. “We want to take more of the administration out of benefits administration. Benefits Agent is one more step in a journey already underway, and an important glimpse at what we believe comes next for the industry.”

About PlanSource

PlanSource is a benefits administration technology and services company that is on a mission to make it easier for people to choose, use, and manage benefits through engaging, AI-powered experiences. PlanSource solves even the most complex benefits challenges for thousands of customers by pairing a comprehensive suite of strategic administration services with a modern and highly configurable platform. Leading the market in meaningful integration of AI, PlanSource has an unmatched range of ecosystem connections that drive continual innovation and value to clients, partners, and consumers. Learn more at plansource.com.

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