Driving Efficiency
with Deal Registration
Submit Your Deals Here
As a valued partner of PlanSource, we are offering a reward program this year to help drive more visibility into our joint pipeline. This will allow us to better staff and plan around EDI and system support.
Enter your PlanSource employer group pipeline details (these can be current clients or prospects in any stage of vetting technology).
HOW IT WORKS
Submit each of your deal registrations through the form above and indicate if it is a new customer to PlanSource or an existing customer looking to add on features or services.
You’ll receive an email confirmation that we received your submission
Our Partner Growth team will reach out with any additional questions within 24 business hours
