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.

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.

Product-Team-icons

Higher
voluntary employee participation

Product-Team-icons

Higher
productivity in your agency

Product-Team-icons

Higher
customer retention

Product-Team-icons

Higher
win rates

Product-Team-icons

Higher
revenue per case

Here’s a Few of Our Reseller Partners

Here’s a Few of Our Reseller Partners

 

 

 

“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

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“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, Synergy Enrollment, Director of Operations”

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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 Roundtable

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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Interested in becoming a Reseller Partner? Let us know!

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.

Schedule It

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

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