The Elite Partner Program

See the Infographic

What You Get As A PlanSource Elite Partner


Designated team to help you
sell new business

Designated team to help you manage existing business


Quarterly “state of the partnership” meetings


Online resources that
help you win 


Marketing collateral about
the partnership


Field sales support to
wow your prospects 


Free Admission to CoSource Meetup
(if applicable)


Free Admission to Eclipse
(*Earned only)


Invite to Elite Broker Advisory Group
(*Earned only)

PlanSource Has Flexible Partnership Models


OutSource 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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Reseller 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 this model, PlanSource provides certified training and tier two support to the partner as needed.

Learn More

PlanSource Gives Partners Plenty of Benefits

Higher voluntary
employee participationity

Higher productivity
in your agency

Higher customer

Higher win

Higher revenue
per case

Here are a few of our Elite Partners

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.

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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