CoSource and Reseller Relationships

See the Infographic

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.

Higher voluntary
employee participationity

Higher productivity
in your agency

Higher customer

Higher win

Higher revenue
per case

Here’s a Few of Our CoSource Broker Partners

Barney & Barney logo Brown and Brown Insurance logo Murray securus

Hear from two of our CoSource Brokers


Tom Henschke
Murray Securus

 Chester Bullard

Certified Training

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. 

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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.

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See PlanSource in Action

Sign Up For a Demo

See the Latest Release

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

See It 

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.

Watch It

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.

Read It