The Elite Partner Program
What You Get As A PlanSource Elite Broker
Designated team to help you win new customers and sell new business
Designated team to help you manage your existing book of business
Quarterly “state of the partnership” stewardship and status meeting
Marketing website with resources that help you win in the market
Custom one-page marketing collateral about the partnership
Field sales support that will impress prospective customers
Free Admission to CoSource Meetup
Free Admission to Eclipse
Invite to Elite Broker Advisory Group
PlanSource Works Well With Brokers
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.
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.
PlanSource Gives Brokers Plenty of Benefits
productivity in your agency
voluntary product penetration
revenue per case
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.