OutSource Broker Relationships
You’re a Perfect OutSource Broker 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 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.
in your agency
Here’s a Few of Our OutSource Partners
See PlanSource in Action
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.
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.
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.