I'm a Broker
PlanSource for Brokers
platform and approach (we won’t compete with you!)
that scales to support even your most complex customers
and best-in-class solution that keeps your customers happy
and modern carrier integrations through PlanSource Boost
I'm a Reseller
PlanSource for Resellers
Proven and flexible
partnership model for all types of resellers
platform that helps you win new business
so you can own the customer experience
program and support when you need it
I'm an Employer
PlanSource for Employers
in benefits technology, with a suite of complementary services
Intuitive and mobile‑friendly
experience for employees and HR teams
for comprehensive benefit programs
with leading insurance carriers and HCM systems
PlanSource Partners with Leading Insurance Carriers
PlanSource Boost – a new partnership program to modernize the customer experience
when customers offer one or more Boost products
experience that’s optimized to drive engagement
integrations that provide a real-time customer experience
that eliminates the need to manually reconcile carrier bills
See PlanSource in Action
Watch a video or join a webinar today
Ready for a Better Benefits Experience?
Get in touch with us below.
What’s New at PlanSource?
PlanSource is ISO Certified
PlanSource has received ISO 27001 certification, verifying our robust information security management systems and protocols.
Important Update: COVID-19
PlanSource is monitoring the evolving COVID-19 outbreak in the U.S. All employee travel is restricted until further notice. Read more about what PlanSource is doing.
The Standard & Boost
We’re partnering with The Standard to revolutionize the way benefits are set up and administered through PlanSource Boost.