Reseller Relationships

See the Infographic Become a Reseller

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!

 

PlanSource for Resellers

Proven and flexible
partnership model for all types of resellers
Modern technology
platform that helps you win new business
Configuration toolset
so you can own the customer experience
Comprehensive training
program and support when you need it

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.

Here’s a Few of Our Reseller Partners

Hear from a few of our Reseller Partners

 

 

 

New PlanSource Resellers

“PES clients were asking for a more robust solution and after evaluating potential partners, PlanSource rose to the top. We believe PlanSource is the right partner to help us fulfill our mission as an organization.”


-David Hurlock, Chief Executive Officer at PES Enrollments

Read the Announcement

“We chose PlanSource because of their strategic vision….Their focus on modern integrations with insurance carriers coupled with an industry-leading user experience that works on any device impressed our team."


-Garrett Smith, Director of Operations, Synergy Enrollment

Read the Announcement

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.

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The Reseller Roundtable

Reseller partners are invited to join the Reseller Roundtable, which provides an opportunity to learn about new features, network with fellow Reseller partners and interact with PlanSource leaders.

Learn More

Interested in becoming a Reseller Partner? Let us know!

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