You’re a Perfect Referral Partner If You Tend To Be…
Limited in technology
expertise and marketing resources
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.
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.
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.
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.