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
Hear from two of our Reseller Brokers
Tom Henschke
Murray Securus
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.
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.
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.
EBM Selects PlanSource
PlanSource recently announced that ebenefit Marketplace (ebm) has selected PlanSource as a featured benefits administration technology partner.
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.