PlanSource Mobile app for iPhone and iPad

Manage your benefits anytime, anywhere.

If your employer uses the latest version of PlanSource*, you can use this app to easily enroll in benefits, access uploaded insurance cards, access saved contacts and more.

The PlanSource Mobile App provides the same user-friendly experience you get on our mobile website, but there’s no need to remember your login – you can authenticate instantly with your fingerprint, face or PIN.**

Easily complete benefits enrollment and life events:

- Shop for Benefits – Browse available plans, compare, and add your picks to the cart
- Upload Important Documents – Use your phone to quickly submit photos of required documents
- Seamlessly Switch Devices – Start enrolling on your phone and finish later on your computer or vice versa
- Find the Right Plan for You – View personalized recommendations, cost estimates and more
- Click to Chat – Get real-time answers from benefits experts***

Enjoy more convenient access to your benefits year-round:

- Authenticate Effortlessly – Log in with your fingerprint, face or PIN
- Leave Your ID Cards at Home – Securely upload and store insurance cards and send them to providers and dependents
- View Detailed Plan Info – Access plan documents to see what your current benefits cover
- Keep Important Contacts Close – Store benefit-related phone numbers, emails, links and more

Our goal is to give you the best benefits experience possible. If you have any questions, reach out to your employer or contact our team at: https://plansource.com/contact-us/

*Your employer must be using version 3.0 or later to use the PlanSource mobile benefits app.

**Please note: If you need to go through your employer’s single sign-on (SSO) portal to access PlanSource, you may not be able to log into the app at this time. However, you can access our mobile website through your SSO portal.

***If your employer has a live PlanSource contact center.