Resellers

Built from day one to support reseller partners.

Build your business on modern benefits technology designed for partnership, flexibility, and long-term growth. PlanSource works behind the scenes to power reliable experiences and automation — so you can scale with confidence.

Why PlanSource

Grow revenue without overwhelming your team.

Growth shouldn’t come at the expense of your people. PlanSource helps reseller teams take on more clients and more complex work by reducing manual effort, streamlining everyday processes, and creating consistency as operations scale.

Get customers up and running with ease.

Getting started shouldn’t be the hardest part of benefits administration — whether you’re onboarding a single client or transitioning an entire book of business. PlanSource rethinks implementation from the ground up, compressing timelines from months into weeks while improving accuracy and confidence at every step.

Guided configuration

Step-by-step guidance helps teams move through setup with clarity and control. Administrators upload key documents, and AI extracts and pre-populates configuration details — reducing manual entry while keeping full oversight in human hands.

Built-in validation and testing

The system automatically tests all possible combinations of plans, populations, rates, and scenarios to confirm everything works together as intended. Instead of hoping for the best, teams validate outcomes before go-live.

Requirements as code

Configuration itself generates system requirements, hard-coded directly into the platform. This removes translation errors and ensures what’s built is exactly what goes live — replacing crossed fingers with confidence.

A new approach to EDI

EDI setup no longer starts from scratch. AI pre-populates templates and automates testing so integrations begin closer to the finish line. Issues are identified and resolved before real data ever moves, reducing risk and rework.

Stay firmly in control of your customer relationships.

Your customer relationships stay exactly where they belong — with you. PlanSource is designed to support reseller-led delivery models, working behind the scenes to strengthen your service while you remain the trusted, front-facing partner to employers.

Reseller-led delivery

Resellers manage implementation and ongoing service directly, shaping the experience to fit their own model, brand, and approach.

Behind-the-scenes platform support

PlanSource provides the platform, technology, tooling, and operational support without inserting ourselves into the client relationship or competing for visibility.

Dedicated teams aligned to your model

Support teams understand each reseller’s business, service structure, and priorities.

Deep benefits expertise

Experienced specialists handle complex scenarios and edge cases, helping resolve issues without disrupting customer relationships.

Stay competitive with a modern experience that scales.

PlanSource delivers a modern, reliable benefits experience built on infrastructure designed to grow alongside reseller businesses and their clients. As complexity increases, the platform holds steady — supporting accuracy, consistency, and confidence at scale.

Complexity-ready technology

The platform handles intricate plan rules, eligibility scenarios, and variations without introducing fragility or manual workarounds.

Consumer-grade employee experiences

Human-centered design makes benefits easier to understand and use, improving engagement without sacrificing administrative control.

A mature integration ecosystem

Market-leading API and SSO integrations across carriers, payroll systems, point solutions, and HCMs keep data accurate and aligned.

Infrastructure built to scale

The system grows smoothly as resellers add clients, carriers, and services — without performance tradeoffs or operational strain.

AI that improves accuracy

AI reduces errors and improves consistency while people remain firmly in control of decisions, service, and outcomes.

Ongoing training and guidance

Structured training and ongoing guidance so your team stays updated on the latest improvements without slowing your momentum.

Extend your offering with PlanSource services.

PlanSource offers a full suite of benefits services that reseller partners can flex into their model as needed. Whether you want to fill a specific gap or scale without adding internal overhead, our services are designed to complement your expertise and create more stickiness for your solution.

Coverage where you need it

From ACA and COBRA to consumer health accounts, QMCSO, and verification services, PlanSource provides proven operational support across complex benefits requirements.