PlanSource Partnership Program
In fact, we like to think of ourselves as the arms dealer to insurance broker community with a complete portfolio of benefits administration and human capital management tools.
PlanSource Understands Insurance Brokers
Keep Clients Happy
If your customers are happy, nothing else matters. With an experienced service team, PlanSource will help you minimize churn.
Sell New Groups
You need to sell to grow. PlanSource will help you grow your business with sales teams who will work with you to acquire new customers.
Make More Money
PlanSource doesn’t compete against you – in fact, we’ll help you sell new lines of business into your existing customers.
PlanSource Gives Brokers Plenty of Benefits
in your agency
Hear what brokers are saying about us.
PlanSource Works Well With Brokers
While the partner owns the overall relationship with its customers, PlanSource is responsible for implementing the system and providing assistance directly to customers. In the OutSourced model, PlanSource provides tier one support to employers and employees.
The partner owns the overall business and technical relationship with its customers, including acting as the point of contact for the PlanSource system. In the CoSourced model, PlanSource provides certified training and tier two support to the partner as needed.
Here’s a Few of Our Broker Partners
We Reward Brokers Who Sell PlanSource
PlanSource offers an Elite Partner program that caters to the needs of the top performing insurance brokers. For brokers that generate certain revenue thresholds, PlanSource rewards the partnership with pricing and service benefits that help them sell even more and keep their customers happy.
See PlanSource in Action
PlanSource understands that our future success depends on keeping our current customers happy. We do this by listening to and having high quality conversations with our partners and customers through the PlanSource Advisory Boards.
See the Latest Release
We update the product to make it stronger and more secure, introduce new features and improve existing ones.
Watch The Newest Webinar
Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.
Read Our Latest Press
Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good info.