The PlanSource Reseller Roundtable

Download the Reseller Roundtable Brochure

About The Reseller Roundtable

The PlanSource Reseller Roundtable 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 Reseller Roundtable 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 Reseller Roundtable?


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


Stay 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 customer and industry best practices in benefits and human resources

Why Should You Participate in the Reseller Roundtable?


Influence the development of product functionality to address market problems and meet business needs


Quality time with the PlanSource leadership team to ensure that policies and procedures are aligned


Advanced knowledge of product changes and updates to the PlanSource market offering


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


Updated information on industry trends that shape the benefits and human resources industries

The Reseller Roundtable

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

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

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