The PlanSource CoSource Council

Download the CoSource Council Brochure

About The CoSource Council

The PlanSource CoSource Council is a group of PlanSource’s closest and most-trusted partners who commit their own resources to support and advise customers on their day-to-day use of the PlanSource system.

The purpose of the CoSource Council is to provide a forum for PlanSource to train its power users and keep them up-to-date on the latest information so they can “wow” their clients.

What Are the Objectives of the CoSource Council?

organize-01Organize and focus partner recommendations to hone a best practice approach of servicing employers

uptodate-01Stay up-to-date on the current needs of employers and what is shaping the HR profession

Influence the direction of the PlanSource product road map to ensure a successful partnership

Provide a forum in which networking and collaboration between industry peers can occur

identify-01Identify customer and industry best practices in benefits and human resources

Why Should You Participate in the CoSource Council?

influence

Influence and inform the development of product functionality to meet business needs

QT

Quality time with the PlanSource leadership team to ensure strategic and operational alignment

knowledge

Advanced knowledge of product changes and updates to the PlanSource offering

opportunities-01

Opportunities to share and gain knowledge and experience from other Council members

updated

Updated information on industry trends that shape the benefits and HR industries

The CoSource Meetup

CoSource partners are invited to attend the annual CoSource Meetup, where they have a chance to learn the latest about the PlanSource system, network with fellow CoSource partners and interact with PlanSource executives and product experts.

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About The PlanSource Advisory Boards

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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 both keeping existing customers happy and adding new customers to the PlanSource community.

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See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

See It

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Watch The Newest Webinars

View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.

Watch It

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Read Our Latest Press

Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.

Read It