Introducing PartnerSource: Your Source for Partner Connections

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By Cat Miller


PartnerSource is a single spot where customers and partners can view and interact with our network of partners, and choose add-on products to offer to employees. PartnerSource is broken down into three separate areas: PlanSource Advantage, HCM and QuickConnect partners. PartnerSource will be launched September 14 with our Halley product release. Get more info about it and other enhancements included in Halley here.

QuickConnect allows customers to select, order and quickly implement a range of add-on products to offer to their employees such as financial wellness, student loan assistance, total compensation statements and identity theft solutions. These products are value-add services for employers to help retain, recruit and engage your workforce. Employees will appreciate having these products to choose from to help them find the benefits that are right for them and their families.

PlanSource Advantage is an exclusive, strategic program between select insurance carriers and PlanSource that provides significant value to the broker and employer by offering an affordable online benefits engagement platform and a pre-established integration with the carrier. Learn more here.

HCM partners work with PlanSource to provide payroll, talent and workforce management solutions. PlanSource has partners directly integrated with our HCM platform and is also available through other HCM platforms such as BambooHR, NetSuite, Ultimate Software and Paycor. More info about HCM here.

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