PlanSource Partners

Working together to revolutionize the world of benefits

Partner With PlanSource

PlanSource Boost

An exclusive program between select carriers and PlanSource to create the customer experience of the future with real-time API integrations.

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HCM

PlanSource’s official human capital management partners, including payroll, talent and workforce management solutions.

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QuickConnect

Allows customers to select and quickly implement a range of add-on products and services.

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PlanSource Boost

When customers select one or more products from a Boost carrier, they have access to an industry-leading benefits technology platform and integrations that create the best experience for employees and HR teams, all for an affordable price.

Boost Carriers

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PlanSource Advantage Partners

We continue to evolve our partner programs and improve them for our customers. As we announced earlier this year, we will be sunsetting the PlanSource Advantage program effective 12/31/2019.

Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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Insurance Carrier

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HCM Partners

To bring you the best experience for HCM we have chosen to strategically partner and integrate with best-in-class HCM providers to bring you a fully integrated HCM and benefits platform. Learn more about our HCM partners.

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HCM Partner

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HCM Partner

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HCM Partner

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HCM Partner

HCM Partner

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HCM Partner

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HCM Partner

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HCM Partner

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HCM Partner

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HCM Partner

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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.”

Mark Rieder
Head Of Innovation
NFP

QuickConnect

PlanSource is excited to bring you new, add-on benefit products that you can offer to your employees such as financial wellness solutions, student loan assistance, total compensation statements and identity theft protection.

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QuickConnect

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QuickConnect

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QuickConnect

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QuickConnect

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QuickConnect

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QuickConnect

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What Our Partners Have to Say

 

Taylor Clausen
VP of Partnerships
Jellyvision

 

Kevin McFadden
Broker Technology Executive
Aflac

Interested in becoming a partner?