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PlanSource is a cloud-based, on-demand software provider that revolutionizes the way healthcare and employee benefits are bought, sold and managed with a comprehensive array of integrated services including benefits administration, decision support, payroll, and HRIS technology. PlanSource technology solutions are delivered through strategic insurance carriers, brokers and exchanges who partner with PlanSource in order to increase their retention rates, revenue, and the overall value they bring to their customers.
Total funding
~$94M
HQ 🇺🇸
Orlando, United States
Year founded
2008
Status
Alive
People
Dayne Williams
Chief Executive Officer
Phil Carollo
Executive Vice President
Harsh Chugh CFA
Chief Financial Officer
Alan Primeaux
Chief Operating Officer
Nancy Sansom
Chief Commercial Officer
David Osborne
Chief Revenue Officer
Bruce Arnett
Senior Vice President
Mitch Hansen CEBS LLIF
Senior Vice President
Lisa Van Ever
Senior Vice President
Anita Messal
President, Chief Operating Officer
Michael S Cooper
Chief Financial Officer
Shane Streufert
Chief Financial Officer
Adam Hameed
Chief Revenue Officer
Carrie Norden
Executive Vice President
Richard Mann
Senior Vice President
Todd Schulte
Senior Vice President
William Wheeler
Senior Vice President
Investors
Vista Equity Partners
Lemhi Ventures
Great Hill Partners
Timucuan Asset Management
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