Coverflex offers a variety of benefits and compensation tools for employees, including meal pay and spending budget management, a full digital insurance experience for health, personal accidents, life and pension insurance, a wallet, and the Flexpay on-demand payment solution.
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PlanSource
Score 6.4 out of 10
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PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.
It's perfect to have visibility on my credit, as all the payments are registered immediately and automatically. I just think it leaves room for confusion on managing the benefits area, as it's not that intuitive so you need to read all the forums to understand how it works. Overall, I really like it
Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.
The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.
Because for some things, I think Coverflex is easy to use, has a good user experience and is quite straight forward.
But for some other areas, like the benefits area, it's not that intuitive and you need to investigate how to use it. Apart from this, is an easy platform.
I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.
Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
Positive - Point of value when trying to gain or up sell a client.
Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.
