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.

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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

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Higher
voluntary employee participation

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Higher
productivity in your agency

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Higher
customer retention

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Higher
win rates

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Higher
revenue per case

PlanSource Works Well With Brokers

Referral 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 this 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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Designated team
to help you sell new business

Designated team
to help you manage existing business

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Quarterly
“state of the partnership” meetings

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Online resources
that help you win

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Marketing collateral
about the partnership

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Field sales support
to wow your prospects

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Free admission
to reseller roundtable for unlimited access
(if applicable)

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Free admission
to Elipse
(*Earned only)

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Invite to
Elite Broker Advisory Board
(*Earned only)

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

Sign-Up For a Demo

Join a Webinar to Learn More

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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PlanSource Sales Guide

In this one-page summary, agents will learn the top five benefits pain points, how PlanSource provides value and corresponding questions to ask your clients.

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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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