PlanSource Partners | Benefit, Carrier & Broker Partnerships

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.

Discover Boost

Brokers

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.

Become a Broker Partner

Become a Reseller Partner

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.

Discover partner marketplace

HCM Partners

PlanSource partners directly with leading HCM organizations to provide an elevated, more feature-rich employee lifecycle and benefits administration experience. Pre-established and robust data integrations provide time savings and ensures accuracy – crucial to efficient and effective benefits management.

BambooHR

Talent Management

Paycor

HR/Payroll

Brain Power Software

Total Compensation Statements

Paylocity

HR/Payroll

Proliant

HR/Payroll

Sage

HR/Payroll

SAP SuccessFactors

HCM

UKG

HR/Payroll

Mark

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

Taylor

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

Kevin

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