Explore our partner programs

Strong Partnerships and Connections with Your Benefits Ecosystem

PlanSource partners with stakeholders across the employee benefits lifecycle to bring you maximum efficiency and peace of mind. We have longstanding relationships with leading insurance carriers and more than 500 national and regional brokerage firms.
Through our groundbreaking Boost program, PlanSource has partnered with leading insurance carriers to create the customer experience of the future. Real-time API integrations reduce setup time for HR teams and provide a consumer-friendly shopping experience.
PlanSource partners directly with brokers to provide best-in-class benefits technology to their customers. PlanSource provides preferred pricing and won’t compete with you by taking broker commissions. Many of our brokers also become resellers that implement and support their customers directly on the PlanSource technology platform.  
We’ve developed a curated list of strategic marketplace partnerships to provide a seamless experience across your entire HR tech ecosystem. These pre-established integrations and benefit add-ons – with leading HCM and tech providers – are designed to maximize HR efficiency, and employee engagement and plan participation.
Marketplace Partners
Healthcare Navigation

ALEX by Jellyvision

Benefits Engagement

Allstate Identity Protection
Identity Theft

Talent Management

Boon Health
Mental Well-Being & Professional Development

Brain Power Software

Total Compensation Statements

Genomic Life
Disease Management

Corporate Giving

ID Watchdog

Identity Theft

Maven Clinic
Women’s Health

MetLife Legal
Legal Insurance

Norton LifeLock

Identity Theft




PlanSource tends to be more creative in regards to HCM integrations and is acting in a more strategic fashion than many of their competitors.

Head Of Innovation, NFP

With this partnership between PlanSource and Jellyvision we feel like we're able to provide really valuable insights to the employer...

VP of Partnerships, Jellyvision

It's simple. We recommend PlanSource to our clients based on confidence and their ability to positively contribute to the experience of Aflac products.

Broker Technology Executive, Aflac

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Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
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Latest News
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release