PlanSource Partnership Program
Insurance Brokers

See the Infographic

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

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Keep Clients Happy

If your customers are happy, nothing else matters. With an experienced service team, PlanSource will help you minimize churn.

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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.

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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

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Higher
productivity
in your agency

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Higher
product
participation

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Higher
customer
retention

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Higher
revenue
per case

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Higher
opportunity
win rates

Hear what brokers are saying about us

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PlanSource Works Well With Brokers

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OutSourced Relationships

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.

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CoSourced Relationships

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.

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Here’s a Few of Our Broker Partners

AON Hewitt Bolton and Company logo Barney & Barney logo Brown and Brown Insurance logo Murray securus

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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.

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See PlanSource in Action

Sign-Up For a Demo

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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.

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See the Latest Release

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

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Watch The Newest Webinar

Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.

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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.

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