PlanSource Teams Up With
Insurance Brokers

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PlanSource Understands Insurance Brokers


Keep Clients Happy

If your customers are happy, nothing else matters. With an experienced service team, PlanSource will help you minimize churn.


Sell New Groups

You need to sell to grow. PlanSource will help you grow your business with sales teams who work with you to acquire new customers.


Make More Money

PlanSource doesn’t compete against you – in fact, we’ll help you sell new lines of business into your existing customers.

PlanSource Gives Brokers Plenty of Benefits




product enrollment


customer retention


revenue per case


win rates

PlanSource Works Well With Brokers

OutSourced Relationships

While the partner owns the overall relationship with its customers, PlanSource is responsible for implementing the system and providing assistance directly to customers. In the OutSourced model, PlanSource provides tier one support to employers and employees.

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CoSourced Relationships

The partner owns the overall business and technical relationship with its customers, including acting as the point of contact for the PlanSource system. In the CoSourced model, PlanSource provides certified training and tier two support to the partner as needed.

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AON Hewitt Barney & Barney logo Bolton and Company logo Brown and Brown Insurance logo Murray securus

We Reward Brokers Who Sell PlanSource

PlanSource offers an Elite Partner Program that caters to the top performing insurance brokers. For brokers that generate and exceed certain business thresholds, PlanSource rewards the partnership with pricing and service benefits. In other words, you are the best of the best and we take notice.

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Partners With
Broker Associations

With a complete portfolio of benefits administration and human capital management tools, PlanSource will help you grow your business and keep your customers happy.

See Our Broker Association Partners

Our broker customers say the nicest things! Have a listen.







See PlanSource in Action

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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.

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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.

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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.

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