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PlanSource Partner Program
Broker Associations

Brokers Benefit

PlanSource partners with associations of brokers, and together they make a strong team. Both carefully select their partners based on stringent quality, financial and experience requirements. The partnership brings a complete benefits administration solution and an industry-leading customer experience with support for both employees and administrative staff at an affordable price.

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Benefit Advisors Network (BAN) is a network of independent advisory and consulting companies that offers employer benefit solutions. The partners of BAN use the network to share best practices, leverage market clout, and share capital for investments. These benefit advisors are local business owners backed by the collective intelligence of a national organization.

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PlanSource and NFP make a strong team. Both firms carefully select their partners based on stringent quality, financial and experience requirements. The partnership brings a complete benefits administration solution and an industry-leading customer experience at an affordable price.

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United Benefit Advisors (UBA) is a community of more than 140 independent employee benefits firms. UBA firms assure employers that they are making informed choices about their employee benefits. The network allows partners to share resources and experience while offering personalized service.

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Why Brokers Love PlanSource

PlanSource-Auto-Assignment-IconComplete HCM Solution

PlanSource-Admin-IconHighly Configurable

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PlanSource-Headset-Plus-IconAwesome Service

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We update the product to make it stronger and more secure, introduce new features and improve existing ones.

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View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.

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Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.

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