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.
Boost
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.
Brokers
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.  
Technology
We’ve developed a curated list of strategic technology 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.
Technology Partners
ALEX by JellyVision
Decision Support

Allstate Identity Protection
Identity Theft

BambooHR 
Talent Management

Brain Power Software

Total Compensation Statements

ALEX by JellyVision
Decision Support

Allstate Identity Protection
Identity Theft

BambooHR 
Talent Management

Brain Power Software

Total Compensation Statements

Cancer Guardian
Disease Management

Paycor
HR/Payroll

UKG
HR/Payroll

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

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...
TAYLOR CLAUSEN

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.
KEVIN MCFADDEN

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.
Recent Resources
Dependent Verification Savings Calculator

Dependent Verification Savings Calculator

Dependent Verification Calculator

Dependent Verification Calculator

HR Experience – Benefits Reporting Software Demo

HR Experience – Benefits Reporting Software Demo

Latest News
Prepare Benefits Selects PlanSource

Prepare Benefits Selects PlanSource