Explore our partner programs
Strong Partnerships and Connections in the Benefits Ecosystem
PlanSource partners with stakeholders across the employee benefits lifecycle to bring you maximum efficiency and peace of mind. We have longstanding relationships with leading insurance carriers, unique benefit vendors and more than 500 national and regional brokerage firms.
Boost
Through our groundbreaking Boost experience, PlanSource has partnered with leading insurance carriers to create the customer experience of the future. Real-time API integrations reduce setup time for HR teams and provide a consumer-friendly shopping experience.
Brokers
PlanSource partners directly with brokers to provide best-in-class benefits technology to their customers. PlanSource provides preferred pricing and won’t compete with you by taking broker commissions. Many of our brokers, enrollment firms, value-added technology partners, HCM companies and TPAs also become resellers that implement and support their customers directly on the PlanSource technology platform.
Partner Marketplace
We’ve developed a curated list of strategic marketplace partnerships to provide a seamless experience across your entire HR tech ecosystem. These pre-established integrations and benefit add-ons – with leading providers of unique products from legal to financial wellness and more – are designed to maximize HR efficiency, and employee engagement and plan participation.
HCM Partners
ALEX by Jellyvision
Benefits Engagement
BambooHRÂ
Talent Management
Brain Power Software
Total Compensation Statements
Paycor
HR/Payroll
Paylocity
HR/Payroll
Proliant
HR/Payroll
Sage
HR/Payroll
UKG
HR/Payroll
PlanSource tends to be more creative in regards to HCM integrations and is acting in a more strategic fashion than many of their competitors.
MARK RIEDER
Head Of Innovation, NFP
With this partnership between PlanSource and Jellyvision we feel like we're able to provide really valuable insights to the employer...
TAYLOR CLAUSEN
VP of Partnerships, Jellyvision
It's simple. We recommend PlanSource to our clients based on confidence and their ability to positively contribute to the experience of Aflac products.
KEVIN MCFADDEN
Broker Technology Executive, Aflac
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