PlanSource Elite CoSource Partner

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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

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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