Customers can consult PlanSource support for general information and help via toll-free (877) 999-1800. For HCM consumers, (800) 708-0602 is the helpline for similar purposes. Those contacting HR and broker support can dial (877) 549-8549 during working hours. The PlanSource phone number, (877) 735-0468, is active to request general information about the company. Those consulting for benefits help, technical support, broker tools, billing issues, implementation, and training inquiries can call these numbers for quick responses. However, emailing and in-person consultation are better alternatives if the matter is complex or requires additional context or proof to be supported.
Customers seeking PlanSource’s help via email can use one of the following addresses, depending on the reason for consultation. For general information and assistance, use info@plansource.com to reach the business representative. Clients inquiring about ESG commitments can write to plansourceesg@plansource.com. Contact plansource.invoicing@plansource.com during PlanSource’s customer service hours to discuss accounting and billing concerns. Those requesting app support can email mobile.support@plansource.com. Lastly, customersupport@plansource.com can relay specific issues and complaints to the customer care team. Emailing is best for general and non-urgent matters, especially those requiring additional context or proof to be supported.
Consumers with complex issues and concerns can visit PlanSource Benefits Administration, Inc. for in-person assistance. It is located at 101 S. Garland Ave., Orlando, Florida 32801, United States, and should be consulted with an appointment in the relevant department. Users can also relay their issues and queries via written correspondence to the PlanSource address. However, that would require them to wait a few days or weeks to be assisted, which is not ideal in urgent cases.
PlanSource support assists clients seven days a week from 8:00 AM to 11:00 PM ET. Their services include benefits education, enrollment support, password/login help, claims and billing triage, life event assistance, and more. Clients with other urgent issues and inquiries can also reach out during these hours for efficient assistance. Those intending to have an in-person consultation must call the agent to book an appointment and confirm the operational hours beforehand for convenience.
To consult agents via the PlanSource website, click Connect With Our Sales Team on its homepage to find the form. Once there, provide all the required details, including your full name, email, phone number, company information, and comments. Submitting your inquiries via this form will connect you with the sales team for efficient assistance during working hours. You can also reach PlanSource customer service via live chat. To do so, click the Let's Chat bubble in the bottom right corner of the page to initiate a conversation with the agent directly on the site. The company also has an active presence on social media platforms, including Facebook, Instagram, LinkedIn, X, and YouTube, that users can follow for a better experience.