Welcome to the Reseller Training Hub!

At PlanSource, we offer a robust training program to our Reseller partners to ensure success in their overall technical relationship with clients. Here you can select a delivery method for your team and view the schedule of upcoming monthly webinars that are available to you.

Reseller Training Program

This program has been designed to assist Resellers adequately configure their
clients and manage their relationships at the HR admin level. The program
includes a five day course, which will assist the participant develop a thorough
understanding of how to effectively navigate the PlanSource system and
strengthen their understanding of how to troubleshoot issues that may arise
during the configuration process.

See Agenda

What We’ll Need from You

Learning starts the moment you register for the class! Once you have registered for training, you will receive an email with instructions on how to begin your self-directed learning.

You will be assigned course prework to be completed in PlanSource University. PlanSource University is an online system with a variety of online learning courses and tools. Prior to attending the class, it is required that you complete all the self-directed learning material. Once completed, feel free to explore PSU for additional courses you are interested in.

 

We take pride in the fact that all of our classes are designed with the participant in mind. 

See Overview

We offer Virtual Instructor Led Training or onsite Instructor Led Training at various dates throughout the year.

See Schedule

*Remember to bring your laptop so you can access the PlanSource Benefits site!

Onsite Training - Salt Lake City

Starts On:
January 13, 2020
8:00 AM
Ends On:
January 17, 2020
5:00 PM

Onsite Training - Orlando

Starts On:
March 16, 2020
8:00 AM
Ends On:
March 20, 2020
5:00 PM

Onsite Training - Salt Lake City

Starts On:
May 11, 2020
8:00 AM
Ends On:
May 15, 2020
5:00 PM

Virtual Training Session

Starts On:
February 03, 2020
8:00 AM
Ends On:
February 07, 2020
5:00 PM

Virtual Training Session

Starts On:
February 24, 2020
8:00 AM
Ends On:
February 28, 2020
5:00 PM

Virtual Training Session

Starts On:
March 30, 2020
8:00 AM
Ends On:
April 03, 2020
5:00 PM

Book your stay!

We have arranged special rates with several hotels near the sites where training typically occurs.

View Deals

Reseller Monthly Training Webinar

Training doesn’t stop when the official Reseller Training is over! We offer Reseller Partners ongoing training and assistance as needed, and an opportunity to attend monthly training webinars with an exclusive group of PlanSource partners who support and advise customers on their day-to-day use of the PlanSource system. These webinars provide ongoing training, updates and an opportunity to learn best practices and collaborate with other Reseller Partners.