PlanSource Teams Up With
Insurance Brokers and Consultants

See the Infographic

PlanSource Understands Insurance Brokers


Keep Clients Happy

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


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 Gives Brokers Plenty of Benefits

Higher Voluntary
Employee Participation

Higher Productivity
In Your Agency

Customer Retention


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.

Learn More

CoSource and 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.

Learn More

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.

Learn More

Here's a few of our Elite Partners

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

Sign-Up For a Demo

See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

See It 

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.

Watch It

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.

Read It