PlanSource Teams Up With
Insurance Brokers and Resellers

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PlanSource Understands Insurance Brokers

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Keep Clients Happy

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

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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.

A True Partner

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

PlanSource Understands
Resellers

As a reseller, you are tech-savvy and want to provide your clients with hands-on service. We provide you with the training, support and tools to control your own destiny!

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PlanSource Gives Brokers Plenty of Benefits

Higher Voluntary
Employee Participation

Higher Productivity
In Your Agency

Higher
Customer Retention

Higher
Win
Rates

Higher
Revenue
Per Case

PlanSource Works Well With Brokers

OutSource 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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Reseller 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 this model, PlanSource provides certified training and tier two support to the partner as needed.

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We Reward Brokers Who Sell PlanSource

PlanSource offers an Elite Partner Program that caters to the top performing insurance brokers and consultants. 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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Here's a few of our Elite Partners

PlanSource
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 partners say the nicest things! Have a listen.

 

 

 

 

 

 

See PlanSource in Action

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Partner With PlanSource

In this 30-minute webinar, we’ll take a look at how brokers and consultants partner with PlanSource to provide industry-leading benefits software and services to their clients.

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Read Our Latest Press

PlanSource was recently selected as a benefits administration technology solution by 4myBenefits. Learn more about the new partnership.

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Technology Sales Primer

In this webinar, we will walk through moments throughout the benefits lifecycle where technology can provide the best experience for employees and the HR teams that support them.

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