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.
PlanSource Gives Partners Plenty of Benefits
Higher Productivity in your Agency
Higher Product Participation
Higher Customer Retention
Higher Opportunity Win Rates
Our Partners Are Your Partners
PlanSource partners with the best of the best in the industry to
provide our customers with an amazing platform
PlanSource partners with leading insurance carriers to offer products and services to employers nationwide. From medical, dental, vision and voluntary, We have you covered.
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.
More Good Stuff
We’ve been busy making our solutions the best they can be. See what’s coming down the PlanSource product pike.
Get an in-depth look at issues that affect how you do business, including the ACA and the advent of private exchanges.
Learn more about PlanSource Eclipse; the annual HR + Benefits tech conference, bringing together product wizards and industry experts.