PlanSource

This week, I had the opportunity to participate in Aflac Group Insurance ’s 5th Annual TechConnect event, and it was a great experience. Alongside Donald Usher and Tim Sturtevant , I had the chance to connect with an impressive group of brokers and consultants from across the country and have meaningful conversations about how PlanSource is re‑defining benefit administration—delivering a unified, technology‑first partnership that truly scales with our customers Huge thanks to Kevin McFadden , Dane Knowles , Jim Ford and the entire Aflac team for hosting such a well‑run, high‑impact event. #Aflac #TechConnect #PlanSource #BenefitsTechnology #BrokerCommunity #InsurTech #BenefitsAdministration #Partnerships

Energized by the opportunity to hear directly from customers during our Raising the Bar service delivery panel at our annual Eclipse event last week. Three customers. Three different journeys. One clear message: having a service partner you can truly count on matters. They shared how PlanSource has elevated service over the years—through real consultation, hands‑on problem solving, seamless carrier coordination, and teams that consistently show up and deliver. Benefits administration is complex. A partner who digs in, stands shoulder to shoulder with you, and owns the hard stuff? That’s a game changer. Moments like this are why I love what I do—listening, learning, and seeing the real impact our teams make every day. Huge thank you to Deborah Storie Christy Guilbault Kaitie Tiede, PHR, SHRM-CP for their trust, candor, and partnership, and to our teams who continue to raise the bar every day. This is service delivery and partnership at its best. #servicedelivery #benefitsadministration #customersuccess #customervoices #plansource

Last year, Eclipse started on my 4th day working at PlanSource. It was such a great way to begin my journey here! This year, nearly one year in, and Eclipse was again an amazing experience for many reasons: * Reconnecting with our carrier partners, many of whom I’ve had the opportunity to meet with over the last few months * Spending time with clients and partners to share where we’re focusing, but more importantly listening to their feedback and ideas * Hearing some much needed words of wisdom from Keynote speaker Erik Weihenmayer * Singing along with The Warren Brothers and Natalie Hemby * Enjoying the company of my team and watching them shine

PlanSource Eclipse is like Christmas for us product dweebs and there is truly no event I look forward to more than our Product breakout sessions. This year we brought the heat, with Larry Gebman putting on a masterclass in rapid prototyping, while Brice Gould lead an innovation excercise that had us all contemplating the next big "What If?". The depth of knowledge and immense creativity you all brought to the sessions made for a truly special day. If you were there, you felt the magic. If you weren't, you better be next year! Also, a huge shout out to Jennifer Wear and Andreea Ciocirlan, M.S. for making the sessions truly shine! #pseclipse