PlanSource reviews

3.5

62% would recommend to a friend

(106 total reviews)
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Mike Morini

56% approve of CEO

54% positive business outlook

Reviews by job title

106 reviews

Reviews about "Culture"

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5.0
Oct 23, 2025

Proud to work at PlanSource

Recommend
CEO approval
Business Outlook

Pros

One of the best executive leadership teams in the business, approachable, bringing in the right talent, making decisions in the best interest of our customers and business. Flexibility and work life balance. Incredible proprietary platform that is getting better every day!

Cons

Would like more face time with ELT

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PlanSource Response
8mo
Wow! Thank you for taking the time to share such an inspiring review and for your incredible eight years with PlanSource! Your recognition of our proprietary platform and the progress being made means a lot to everyone involved in building it. We also appreciate your feedback about wanting more face time with our Executive Leadership Team. We are actively and intentionally introducing some new ways to make that connection across all levels and departments to build on what is in place. Thank you again for your leadership, tenure and contributions to our success. We're proud to have you on this journey and excited for all that's ahead as we continue investing in our people and product. - The PlanSource Team
5.0
Oct 23, 2025
Recommend
CEO approval
Business Outlook

Pros

Flexibility, winning culture, collaboration and working with people you learn from. Everyone in on building the best experience for our customers and enjoying work while we do it.

Cons

None to share. We are in a good place

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PlanSource Response
8mo
Thank you for taking the time to share such a thoughtful and energizing review and for your more than five years of leadership at PlanSource! It's especially rewarding to know that our shared focus on delivering the best customer experience is being felt across teams. We also appreciate your feedback about connecting more often with our Operations teams in the field. Building alignment and visibility across all areas of the business remains a top priority and your suggestion is a great reminder of how valuable those direct conversations can be. Thank you again for your continued leadership, positivity and impact. - The PlanSource Team
4.0
Aug 3, 2025

Sharp group of leaders with a strong momentum forward

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

- Actually really strong tech in an industry that is lacking innovation - Friendly, driven and really sharp group of leaders that are bringing on really strong talent

Cons

- Working to undo some negative brand perception due to prior leadership

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PlanSource Response
10mo
Thank you for sharing your feedback and for being part of the PlanSource team! We're thrilled to hear that you're experiencing the positive momentum and leadership alignment that are helping drive us forward. As you noted, our industry has long lacked innovation - and we're proud to be building tech-forward solutions that truly make a difference for our clients and their employees. We're especially glad that the talent and leadership you've encountered have made a strong impression. Investing in exceptional people and empowering them to lead with purpose is a core part of our strategy. We also appreciate your candid note on brand perception. We acknowledge the impact of past leadership and are committed to shaping a future that reflects our values of transparency, innovation and continuous improvement. Thank you again for your throughtful review - we're excited for what's ahead and grateful to have you on the journey with us. - The PlanSource Team
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