PlanSource Teams Up With
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
revenue per case
PlanSource Works Well With Brokers
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.
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.
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.
Our broker customers say the nicest things! Have a listen.
See PlanSource in Action
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
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.
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.