CoSource and Reseller Relationships
You’re a Perfect CoSource Partner If You Tend To Be…
Staffed with tech
savvy team members
Ready to make an investment
with resources and marketing
Using technology as an
integral piece of your strategy
Focused on developing
strategic relationships with clients
Who Does What If You’re a CoSource Partner
If you’re a CoSource partner with PlanSource, you deliver and support the PlanSource benefits technology platform.
The Biggest Reasons to be a PlanSource CoSource Partner
You are indispensible as a well-informed advisor. Couple well-informed advice with HR technology that works, and you’re better than any disruptive force or entity out there.
in your agency
Here’s a Few of Our CoSource Broker Partners
Hear from two of our CoSource Brokers
We provide certified, in-depth training for our CoSource partners so that they are fully prepared to implement the PlanSource system and give their clients hands-on technical support. CoSource Training sessions take place in our Orlando headquarters or one of our regional offices and take you through a variety of typical scenarios using real-life examples.
The CoSource Meetup
CoSource partners are invited to attend the annual CoSource Meetup, where they have a chance to learn the latest about the PlanSource system, network with fellow CoSource partners and interact with PlanSource executives and product experts.
See PlanSource in Action
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 Webinars
View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.
Read Our Latest Press
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.