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.
Higher voluntary
employee participationity
Higher productivity
in your agency
Higher
customer retention
Higher
win
rates
Higher
revenue
per case
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.
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.
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.
Here's a few of our Elite Partners
