OutSource Broker Relationships

See the Infographic

You’re a Perfect OutSource Broker If You Tend To Be…


Limited in technology
expertise and marketing resources


Constrained by
resources and capacity


Focused more on
“the business” vs. “the technology”


Prioritizing other areas of
your business ahead of technology

Who Does What If You’re an OutSource Broker

If you’re an OutSource broker with PlanSource, you sell the group and we deliver and support the PlanSource benefits technology platform. In other words, you sell it and we take care of the rest.

Why Be a PlanSource OutSource Partner? 

Succeeding in business is knowing when to do it yourself and when to get help. Your core competency isn’t HR technology – it’s ours. We’ll take of it for you clients.

Higher voluntary

Higher productivity
in your agency

Higher customer

win rates

Higher revenue
per case

Here’s a Few of Our OutSource Partners

Barney & Barney logo

See PlanSource in Action

Sign Up For a Demo

Partner With PlanSource

In this 30-minute webinar, we’ll take a look at how brokers and consultants partner with PlanSource to provide industry-leading benefits software and services to their clients.

Schedule It

Brown & Brown Selects PlanSource

PlanSource has been selected as a technology provider of choice by Brown & Brown, Inc., one of the largest insurance brokerage and consulting firms in the United States.

Read All About It

How Brokers Grow

In this free webinar, we discuss four specific tactics that brokers and advisers can borrow from the world of marketing to sell themselves to employers looking for guidance.

Watch It