Offer Expires December 31, 2021

Exclusive Boost Partner Promo

Give your customers 3 months of PlanSource on us! Now through December 31, any new groups you sign up with PlanSource will get their first 3 months on the platform FREE!

It’s what we like to call a win-win-win.

RESULTS

GROW YOUR BOOK

Accelerate pipeline growth and hit your Q3/Q4 sales targets

SAVE CLIENTS MONEY

We’ll waive the first 3 months of software fees for any new group you sign

WHO QUALIFIES

To qualify, groups must meet the below eligibility requirements:

Must be a new customer of PlanSource, signed by Dec. 31, 2021 (*Reseller customers must be live by Dec. 31)

Must be referred through a PlanSource Boost partner

Employer group must have 250+ benefit-eligible employees

Promotion applies to subscription software fees only – implementation and services fees not waived

Credit will be applied to the first 3 months’ invoices

HOW IT WORKS

Complete the form above for each group you’d like to enroll in our 3 Months Free promotion.

After that, we’ll follow up with you directly to learn more about your prospect and how you want to us to run sidekick in the sales cycle.

Once the deal is done, we’ll waive all software subscription fees for the Platform for the first 3 months.

If the customer signs directly with PlanSource, we’ll issue a credit on the customer’s first 3 monthly invoices. Reseller’s customer must be live on the platform by Dec. 31, 2021 in order to qualify.

If the customer, “end user”, signs with a PlanSource reseller, we’ll issue a 3-month credit on the reseller’s PlanSource invoices. Resellers own pricing and contract terms directly with the end users. Reseller’s account must be in good standing and be on a current contract to qualify.

 

 

Need to Get In Touch Right Now?

WEST & CENTRAL REGIONS

Lynette Phillips Menke
Carrier Partner Executive
385.415.7396

EASTERN US REGIONS

CJ Mammele
Carrier Partner Executive
321.281.1440

Hurry … Offer Expires Dec. 31!

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