PlanSource Advertising Profile
PlanSource Company Overview:
PlanSource is a Web-based human resources and benefits administration company that provides benefits administration solutions for small and medium-sized businesses. It offers PlanSource, a benefits administration technology that automates various benefits transactions and connects with the insurance carriers and PlanSource Advantage, a carrier-sponsored benefits administration technology that is designed to reduce the costs of providing employee benefits for small businesses by streamlining the insurance procurement and administration functions. The company also provides PlanSource HR, a benefits content management system that is designed to equip benefits advisors with the content publishing technology to communicate human resources and benefits information to employees; and PayAdvantage HR, an integrated benefits administration, payroll, and content management system. In addition, its solutions simplify the buying, selling, and administering of employee benefits programs for small and medium-sized employers, as well as brings together brokers, insurance providers, employers, and employees by unifying data, managing benefit transactions, and educating employees through a self-service Website. The company was founded in 2002 is based in Orlando, Florida. As of January 2, 2008, PlanSource Holdings, Inc. is a subsidiary of CoAdvantage, Inc.
Primary Address
101 South Garland Ave.
Orlando, FL 32801

PlanSource Advertising Agencies
Explore a detailed list of current and past ad agencies that work with PlanSource. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of PlanSource's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does PlanSource have?
PlanSource has 1 unique brands.
How much does PlanSource spend on media?
It is unknown how much PlanSource spends on media.

PlanSource Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire PlanSource marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at PlanSource?
The chief marketing officer at PlanSource is Ana Perez.
How big is the PlanSource Marketing Team?
There are 4 staff members currently involved in marketing for PlanSource.
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PlanSource Ad Spend 2025
This section digs into the specifics of the advertising spend at PlanSource and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
PlanSource Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for PlanSource, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.

PlanSource Media Mix
Explore a detailed breakdown of the last 12 months media spending for PlanSource across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.

Win More with Winmo
If you are looking to tap into PlanSource marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on PlanSource decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.

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PlanSource Social Media Marketing Ad Spend
See whether PlanSource is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.