Better Technology for a Better Benefits Experience

Flexible and intuitive software and services for benefits shopping, enrollment, billing, compliance and administration


PlanSource for Brokers

Broker-friendly
platform and approach (we won’t compete with you!)
Configurable software
that scales to support even your most complex customers
Industry-leading
and best-in-class solution that keeps your customers happy
Preferred pricing
and modern carrier integrations through PlanSource Boost
You need innovative technology that
helps you win new business

“PlanSource offers a mobile-friendly benefits shopping experience for employees with decision support and real-time EOI integrations that maximize employee participation and engagement.”

Mark Rieder
Head of Innovation,
NFP
You need a sophisticated and
scalable technology platform

“The PlanSource system is extremely flexible and able to handle an unbelievable amount of complexity in terms of locations, eligibility rules and cost calculations. That’s where PlanSource really stands out.”

Scott Colford
Vice President,
Cross Insurance

Leading Brokers Choose PlanSource

See PlanSource in Action

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