PlanSource has introduced a refreshed brand identity that underscores a year of significant progress across its technology, services, and partner ecosystem. The updated look shows the company’s evolution as it enters 2026. It highlights investments in AI-driven innovation and a focus on excellent service. This aims to simplify benefits administration for HR teams and employees.
In the past year, PlanSource has worked on its core capabilities. It advanced its platform, improved service delivery, and expanded partner enablement. The company also embedded AI deeper into its technology. The rebrand offers clearer and more consistent messaging as employers deal with growing benefits complexity, rising costs, and higher employee expectations.
“This rebrand represents more than a new look — it reflects meaningful progress happening across our company. Over the past year, we’ve accelerated innovation across our platform, responsibly leveraged AI to simplify complex tasks like implementations and EDI, improved data accuracy and elevated service delivery with faster follow-through and greater consistency,” said Mike Morini, Chief Executive Officer at PlanSource. “As expectations rise across the benefits ecosystem, these improvements are shaping a more connected, intuitive benefits experience for employers, employees, and partners.”
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The new brand is anchored in four guiding principles that define how PlanSource operates. These include building technology designed to adapt to evolving needs, applying AI in a way that enhances accuracy without overshadowing human judgment, relying on experienced benefits professionals to tackle persistent challenges, and delivering service that remains responsive and people-centered.
Rather than treating AI as a standalone feature, PlanSource positions intelligence as an embedded advantage throughout the platform. The goal is to reduce friction, improve data reliability, and support more informed decision-making across critical processes.
“AI belongs in benefits when it makes the experience clearer and the data more reliable,” said Eddie Pinto, Chief Product Officer at PlanSource. “That’s why we’re focused on building intelligence into the moments that have historically caused the most friction – implementations, eligibility setup, EDI and configuration – so HR teams can move faster with greater confidence. This isn’t AI as a feature, it’s intelligence applied where it delivers the biggest impact, strengthening accuracy and clarity without replacing the human experience.”
Looking ahead, PlanSource says the refreshed brand reflects its belief that benefits administration should be clear, connected, and manageable, supported by a partner equipped to evolve alongside its customers.
