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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.

BAN-White

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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PlanSource for Brokers

Broker-friendly
platform and approach (we won't compete with you!)
Configurable software
that scales to support even your most complex customers
Industry-leading
and best-in-class solution that keeps your customers happy
Preferred pricing
and modern carrier integrations through PlanSource Boost

PlanSource Weekly Source Ep 20:

Innovation in HR with NFP's Mark Rieder

 

Eclipse Weekly Source:

Anne Burkett, USI

 

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