PlanSource Elite CoSource Partner

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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.

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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.

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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.

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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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Make More Money
PlanSource doesn’t compete against you – in fact, we’ll help you sell new lines of business into your existing customers.

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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

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.

See Our Insurance Carrier Partners

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.

See Our Strategic Partners

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.

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Live Webinars

Get an in-depth look at issues that affect how you do business, including the ACA and the advent of private exchanges.

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Inspiring Events

Learn more about PlanSource Eclipse; the annual HR + Benefits tech conference, bringing together product wizards and industry experts.

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