The Elite Partner Program

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What You Get As A PlanSource Elite Broker

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Designated team to help you win new customers and sell new business

Designated team to help you manage your existing book of business

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Quarterly “state of the partnership” stewardship and status meeting

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Marketing website with resources that help you win in the market

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Custom one-page marketing collateral about the partnership

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Field sales support that will impress prospective customers

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Free Admission to CoSource Meetup
(if applicable)

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Free Admission to Eclipse
(*Earned only)

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Invite to Elite Broker Advisory Group
(*Earned only)

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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PlanSource Gives Brokers Plenty of Benefits

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Higher
productivity in your agency

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Higher
voluntary product penetration

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Higher
customer retention

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Higher
revenue per case

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Higher
win rates

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.

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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.

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