PlanSource Elite CoSource Partner
Why You’re Special
The Elite Partner program is for partners that generate and exceed certain business thresholds, and PlanSource rewards your commitment with pricing and service benefits. These benefits are designed specifically to help our partners win and grow business.
How We Work Together
You own the overall business and technical relationship with your customers, including acting as the point of contact for the PlanSource system. In the CoSource model, PlanSource provides certified training and tier two support to you as needed.
What You Get As An Elite Partner
Quarterly “state of the
partnership” meetings
Marketing collateral that helps you sell new business
Online resources that help your producers produce
Designated team to help you sell new business
Field sales support to
wow your prospects
Designated team to help manage existing business
Discounts on products
and services
And much, much, much, much, much more
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 Partners Plenty of Benefits
Higher Productivity in your Agency
Higher Product Participation
Higher Customer Retention
Higher Revenue
Per Case
Higher Opportunity Win Rates
PlanSource Has The Products Employers Need
Benefits Administration Insurance Exchanges Human Capital Management
Our Partners Are Your Partners
PlanSource partners with the best of the best in the industry to
provide our customers with an amazing platform
PlanSource
Partners With
Insurance Carriers
PlanSource partners with leading insurance carriers to offer products and services to employers nationwide. From medical, dental, vision and voluntary, We have you covered.
PlanSource
Partners With
Strategic Partners
PlanSource has strategically partnered with leading and innovative companies in different areas of human resources and software that are the best at what they do.
More Good Stuff
Product Investments
We’ve been busy making our solutions the best they can be. See what’s coming down the PlanSource product pike.
Live Webinars
Get an in-depth look at issues that affect how you do business, including the ACA and the advent of private exchanges.
Inspiring Events
Learn more about PlanSource Eclipse; the annual HR + Benefits tech conference, bringing together product wizards and industry experts.