Reseller Relationships

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What is a PlanSource Reseller Partner?

As a PlanSource Reseller Partner, you manage all aspects of the client relationship, from implementation, renewals and everything in between. You control your own destiny, and put our sophisticated technology to use to handle the unique needs of your clients. Take a look at this short video for more details!

 

You’re a Perfect Reseller Partner If You Tend To Be…

1

Staffed with tech
savvy team members

2

Ready to make an investment
with resources and marketing

3

Using technology as an
integral piece of your strategy

4

Focused on developing
strategic relationships with clients

Who Does What If You’re a Reseller Partner

If you’re a Reseller partner with PlanSource, you deliver and support the PlanSource benefits technology platform.

The Biggest Reasons to be a PlanSource Reseller Partner 

You are indispensible as a well-informed advisor. Couple well-informed advice with HR technology that works, and you’re better than any disruptive force or entity out there.

Higher voluntary
employee participation

Higher productivity
in your agency

Higher customer
retention

Higher win
rates

Higher revenue
per case

Here’s a Few of Our Reseller Partners

Barney & Barney logo Brown and Brown Insurance logo Murray securus

Hear from two of our Reseller Brokers

 

Tom Henschke
Murray Securus

 Chester Bullard
Stratovize

Certified Training

We provide certified, in-depth training for our Reseller partners so that they are fully prepared to implement the PlanSource system and give their clients hands-on technical support. Reseller training sessions take place in our Orlando headquarters or one of our regional offices and take you through a variety of typical scenarios using real-life examples. 

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The Reseller Meetup

Reseller partners are invited to attend the annual Reseller Meetup, where they have a chance to learn the latest about the PlanSource system, network with fellow Reseller partners and interact with PlanSource executives and product experts.

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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.

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EBM Selects PlanSource

PlanSource recently announced that ebenefit Marketplace (ebm) has selected PlanSource as a featured benefits administration technology partner.

Read All About It

Save Paper, Trees, Time and Money

Join PlanSource CCO, Nancy Sansom, as she walks through the employee lifecycle and examines how technology can enhance the benefits experience for employees and HR teams.

Watch It