Why Does PlanSource Have Advisory Boards?
PlanSource is a customer-driven company. We understand that our future success depends on keeping our current customers happy. Maintaining a balance between growth and customer retention is a direct result of PlanSource staying current, compliant and relevant. One of the key approaches we take to achieving this understanding is listening to and having high quality conversations with our partners and customers through the PlanSource Advisory Boards. By understanding our market from the point of view of our partners and customers, we stay relevant while balancing the needs of keeping existing customers happy and adding new customers to the PlanSource community.