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
Field sales support to
wow your prospects
Free Admission to CoSource Meetup
Free Admission to Eclipse
Invite to Elite Broker Advisory Group
PlanSource Has Flexible Partnership Models
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 this model, PlanSource provides certified training and tier two support to the partner as needed.