The Elite Partner Program

See the Infographic

What You Get As A PlanSource Elite Partner

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Designated team
to help you sell new business

Designated team
to help you manage existing business

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Quarterly
“state of the partnership” meetings

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Online resources
that help you win

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Marketing collateral
about the partnership

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Field sales support
to wow your prospects

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Free admission
to reseller roundtable for unlimited access
(if applicable)

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Free admission
to Elipse
(*Earned only)

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Invite to
Elite Broker Advisory Board
(*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.

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PlanSource Gives Partners Plenty of Benefits

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Higher
voluntary employee participation

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Higher
productivity in your agency

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Higher
customer retention

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Higher
win rates

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Higher
revenue per case

Here are a few of our Elite Partners

See PlanSource in Action

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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 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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