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features
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support

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Description

Maxwell Health has now been integrated with Sun Life, signifying a groundbreaking collaboration between insurance and technology that has birthed the first technology platform distributed by a carrier. But what implications does this have for you? It translates to a seamless and enhanced experience in benefits and HR that prioritizes what truly matters. Envision a unified technology platform that complements your entire HR ecosystem and encompasses your benefits comprehensively. Streamline your processes by overseeing your complete range of benefits online, with a fully paperless approach. Revamp your benefits offerings and user experience with an intuitive interface designed for ease of use. Equip your employees with the knowledge they need to make informed choices regarding their benefits. Since benefits can be intricate, managing the technology behind them should be straightforward. At Maxwell, our skilled technology professionals are readily accessible, ensuring that you are set up for success right from the beginning, helping you navigate the complexities efficiently. With this innovative partnership, the future of employee benefits management is brighter and more accessible than ever before.

Description

Transform and enhance every element of your benefits program using PlanSource. Reach your employees through personalized messaging and communication initiatives that can be tailored by group and automatically disseminated via email, text, mobile app, and additional platforms. With integrated self-billing and invoice reconciliation, you'll spend less time auditing and correcting insurance bills monthly, allowing for a more productive workflow. Our comprehensive compliance solutions provide reassurance regarding ACA measurement and reporting, COBRA administration, eligibility criteria, and much more. Efficient workflows and immediate integrations offer an enrollment process crafted to increase engagement and participation in plans. Our fully mobile experience—available on both our app and website—simplifies the process of exploring benefits, making it as easy as online shopping. By removing manual tasks and countless hours of HR administrative duties, you can achieve genuine end-to-end automation for your benefits system. This not only elevates employee satisfaction but also enhances the overall effectiveness of your benefits administration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BambooHR Yes 
ADP Celergo No 
ADP DataCloud No 
ADP Enterprise HR No 
ADP Global Payroll No 
ADP Learning Management No 
ADP Mobile Solutions No 
ADP Next Gen HCM No 
ADP Onboarding No 
ADP StandOut No 
ADP Streamline No 
ADP Succession Management No 
ADP Total Absence Management No 
ADP Workforce Now Yes 
ADP Workforce Now On the Go No 
Docusign Yes 
Paylocity Yes 
SAP Store No 
Wisely by ADP No 
form•Z Yes 

Integrations

BambooHR Yes 
ADP Celergo Yes 
ADP DataCloud Yes 
ADP Enterprise HR Yes 
ADP Global Payroll Yes 
ADP Learning Management Yes 
ADP Mobile Solutions Yes 
ADP Next Gen HCM Yes 
ADP Onboarding Yes 
ADP StandOut Yes 
ADP Streamline Yes 
ADP Succession Management Yes 
ADP Total Absence Management Yes 
ADP Workforce Now No 
ADP Workforce Now On the Go Yes 
Docusign No 
Paylocity No 
SAP Store Yes 
Wisely by ADP Yes 
form•Z No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$4 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Maxwell Health

Founded

2012

Country

United States

Website

maxwellhealth.com

Vendor Details

Company Name

PlanSource

Founded

2008

Country

United States

Website

www.plansource.com

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management Yes 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management No 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

Product Features

Benefits Administration

COBRA Administration Yes 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Alternatives

Alternatives

The Plan Administrator Reviews

The Plan Administrator

Benefit Plan Systems