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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.
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.

PlanSource partners directly with brokers to provide best-in-class benefits technology to their customers. PlanSource 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.

Human Capital Management (HCM)

Teaming up with leading HCM organizations allows PlanSource to offer elevated benefits administration and engagement. These partnerships enhance shopping experiences by consolidating benefit choices to one site, seamless data exchange with modern API integration, real-time data sync and changes and more, all through the HCM user experience.