Referral Partner Relationships

See the Infographic

You’re a Perfect Referral Partner 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 Referral Partner

If you’re a Referral Partner 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 Referral 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.


voluntary employee participation


productivity in your agency


customer retention


win rates


revenue per case

Here’s a Few of Our Referral Partners

Our referral partners say the nicest things!

Have a listen.


Arthur J. Gallagher

Arthur J. Gallagher & Co., is an international insurance brokerage and risk management services firm with operations in 33 countries and offers client service capabilities in more than 150 countries around the world through a network of correspondent brokers and consultants.



Enterprise Risk Strategies

Enterprise Risk Strategies provides businesses with unique tools and support to control their insurance costs with private insurance companies. The Enterprise Risk Strategies team has over a century of combined insurance risk management and alternative risk experience.




NFP is a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement and individual solutions through licensed subsidiaries and affiliates.


See PlanSource in Action

Sign Up For a Demo

Join a Webinar to Learn More

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

PlanSource Sales Guide

In this one-page summary, agents will learn the top five benefits pain points, how PlanSource provides value and corresponding questions to ask your clients.

Read It

Technology Sales Primer

In this webinar, we will walk through moments throughout the benefits lifecycle where technology can provide the best experience for employees and the HR teams that support them.

Watch It