OutSource Broker Relationships

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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 Brown and Brown Insurance logo

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We update the product to make it stronger and more secure, introduce new features and improve existing ones.

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View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.

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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.

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