I'm a Broker
PlanSource for Brokers
Broker-friendly
platform and approach (we won’t compete with you!)
Configurable software
that scales to support even your most complex customers
Industry-leading
and best-in-class solution that keeps your customers happy
Preferred pricing
and modern carrier integrations through PlanSource Boost
I'm a Reseller
PlanSource for Resellers
Proven and flexible
partnership model for all types of resellers
Modern technology
platform that helps you win new business
Configuration toolset
so you can own the customer experience
program and support when you need it
I'm an Employer
PlanSource for Employers
Deep expertise
in benefits technology, with a suite of complementary services
Intuitive and mobile‑friendly
experience for employees and HR teams
Sophisticated technology
for comprehensive benefit programs
Modern integrations
with leading insurance carriers and HCM systems
PlanSource Partners with Leading Insurance Carriers
PlanSource Boost – a new partnership program to modernize the customer experience
Preferred Pricing
when customers offer one or more Boost products
Employee shopping
experience that’s optimized to drive engagement
Modern API
integrations that provide a real-time customer experience
Simplified self-billing
that eliminates the need to manually reconcile carrier bills
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.
COVID-19 Resource Center
HR is at the heart of an organization’s crisis strategy. To help you, we have compiled thought leadership content, webinars, employee communications and mobile resources to help you during this unprecedented time.
PlanSource Boost
A groundbreaking program that provides organizations with industry-leading benefits technology and carrier integrations that modernize the benefits experience for employees and HR teams.