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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.

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 with leading lifestyle and voluntary benefits providers–offer products from pet insurance to financial wellness and more–are designed to maximize HR efficiency, and employee engagement and plan participation.

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PlanSource tends to be more creative in regards to HCM integrations and is acting in a more strategic fashion than many of their competitors.

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...

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.

Broker Technology Executive, Aflac

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Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
How to Achieve Total Wellbeing Through Employee Benefits
How to Achieve Total Wellbeing Through Employee Benefits
PTO Exchange | Weekly Source: Josh Reinhard
PTO Exchange | Weekly Source: Josh Reinhard
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Partner of the Week: TempoPay
Latest News
PlanSource Shares Momentum from 2022

PlanSource Shares Momentum from 2022