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PlanSource Showcases Bold Vision for AI-Driven Benefits Administration at 2025 Eclipse Conference

Annual conference in Orlando brought together the benefits ecosystem to explore the latest innovations, with a focus on AI and human-centered design.

PlanSource, a leading cloud-based benefits administration technology and service provider, hosted its annual Eclipse conference on May 5–7 in Orlando, Florida. The three-day event brought together hundreds of HR leaders, brokers, consultants, carrier partners, and resellers to explore the future of benefits administration through expert-led sessions, product showcases, and thought-provoking discussions.

Building on a strategy the company has been advancing over the past year, PlanSource used Eclipse 2025 to underscore its commitment to transforming benefits administration through artificial intelligence, automation, and human-centered design. Attendees participated in breakout sessions tailored to their roles and heard directly from PlanSource executives on the company’s long-term roadmap.

Product Innovation Highlights

During the keynote, PlanSource leaders shared details on product enhancements planned for 2025, designed to support this vision. Key updates slated to roll out this year include:

  • A redesigned benefits experience that enables seamless navigation across devices, making it easier for employees to explore, understand and engage with their benefits while discovering the coverage and resources most relevant to them.
  • A guided, personalized enrollment journey designed to mirror a modern consumer grade shopping-cart style experience, helping employees make confident, informed decisions.
  • Smarter decision support tools that reduce guesswork and “benefits anxiety” by analyzing individual data to deliver holistic, personalized recommendations.
  • An AI-powered implementation tool that automates plan configuration and eligibility setup, reducing manual data entry and minimizing errors.
  • A virtual assistant for HR administrators that provides conversational, real-time guidance to streamline complex tasks, from enrolling new employees to navigating the PlanSource system.
  • Dynamic, AI-powered dashboards that allow HR teams to query benefits data in plain language and instantly visualize trends, driving faster and more accurate decisions.

Inspiring Thought Leaders

The event also featured compelling keynotes and breakout speakers, including:

  • Stephen Gates, award-winning design leader and host of The Crazy One podcast, who delivered an inspiring session on applying human-centered design in technology.
  • Jon Gordon, best-selling author and one of the most influential and requested speakers for leadership, culture and positivity delivered an inspiring keynote on the power of positive energy, vision and teamwork to drive personal and professional success.
  • Charlene Li, best-selling author and futurist, who explored the opportunity for AI to transform the way organizations operate and serve their employees.
  • J.D. Piro, nationally recognized health care policy expert and principal at Aon, who unpacked the evolving regulatory landscape and its implications for HR and benefits professionals — offering timely insights into what employers can expect in the year ahead.

Momentum Across the Ecosystem

“Eclipse is more than a conference — it’s a space for our entire ecosystem to come together, learn from each other, and shape what’s next,” said Mike Morini, CEO of PlanSource. “We’re proud of the momentum we’ve built and even more excited about what lies ahead as we continue to lead the market in AI-driven benefits innovation.”

Eclipse 2025 also featured product labs, customer panels, and one-on-one sessions with PlanSource experts, giving attendees hands-on experience with the latest enhancements and a direct line into the product development process.

To learn more about the Eclipse event and explore highlights, visit plansource.com/eclipse.

About PlanSource

PlanSource is a benefits administration technology and services company that is on a mission to make it easier for people to choose, use and manage benefits through engaging, AI-powered experiences. PlanSource solves even the most complex benefits challenges for thousands of customers by pairing a comprehensive suite of strategic administration services with a modern and highly configurable platform. Leading the market in meaningful integration of AI, PlanSource has an unmatched range of ecosystem connections that drive continual innovation and value to clients, partners and consumers. Learn more at plansource.com.

PlanSource is a registered trademark of PlanSource, Inc., and PlanSource owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners.

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