PlanSource Advantage Partners

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The PlanSource Advantage Program

We can integrate with any insurance carrier (as long as they want to integrate with us), but a select group have joined our exclusive PlanSource Advantage program to provide even more benefit to brokers and employers.

What is the Program?

The PlanSource Advantage (PSA) program is an exclusive, strategic program between select carriers and PlanSource that provides significant value to the broker and employer by offering an affordable online benefits engagement platform.

Why Choose a PlanSource Advantage Partner?

PlanSource has partnerships with leading national insurance carriers who provide monetary credits when employers offer their products to employees and the employees participate, which makes PlanSource even more affordable. 

How Does the PlanSource Advantage Program Work?

Credits are based on the number of product lines subscribed to from the carrier
and the number of enrolled employees from each employer group in each of the products.

How Do Employers Benefit?

Complete Benefits Plans

With products from 15 of the largest insurance carriers in the industry, employers are able to offer their employees a comprehensive selection of insurance products and services.

Happier Employee Populations

By making informed choices and selecting benefits that are right for them, employees will be more dedicated to their work and productive for their employers.

Affordable Benefits Administration

Take advantage of credits based on enrolled employees in carrier products that offset the fees for the software, making the benefits administration system even more affordable.

How Do Insurance Brokers Benefit?

Comprehensive Choice

By offering products from the largest insurance carriers in the nation, brokers can prescribe the products that are right for their client’s employee populations.

Lucrative Solutions

By paying brokers based on enrolled employees, PSA carriers offset the fees for the software which make the benefits administration system even more profitable.

Awesome Customer Experience

With an experienced service team and competitive carrier program whose credits offset the price of the software, we help your customers stay your customers.

How Do Insurance Carriers Benefit?

Increased Lines of Coverage

Our PSA partners offer financial incentives to employers, which increases the likelihood of their product being selected by an employer and enrolled in by employees. 

Increased Customer Retention

PlanSource customers stay PlanSource customers by providing a best in class benefits and human capital solution that is a one stop shop for all of their HR needs.

Increased Employee Participation

PlanSource provides educational content by product and decision support tools which helps employees understand the product offerings and enroll in the right benefits.

PlanSource Advantage Carrier Results

Here are actual results from a Fortune 250 Insurance Carrier and PlanSource Advantage Program Partner


Improvement in average lines
of coverage


Increase in new business
close rate


Increase in
customer retention


Increase in voluntary 
plan participation

Interested in becoming a PSA Partner?

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