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?
Real Customer Results
See how real customers are using PlanSource to save weeks of HR admin time, lower costs and empower employees to make better benefits decisions in our ever-growing collection of customer success stories.
COVID-19 Resource Hub
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.