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Partner with PlanSource for Benefits Engagement & Tech Solutions

At PlanSource, we’re not just market leaders in reseller-managed benefits and administrative technology solutions – we’re your steadfast allies. Since 2008, we’ve prioritized building long-lasting partnerships that fuel mutual growth. Our commitment to these relationships extends across all levels of our organization, from Executive Leadership to Account Management, reflecting our unwavering dedication to your success. Our platform is built to scale, designed to grow with your business and adapt to your evolving needs.

We stand out from the crowd, not just in scale, but with our standout partner support and enablement delivery model. We’re committed to leveraging cutting-edge technology and advancements for a superior, adaptable journey. Our track record speaks for itself:

70+

trusted reseller
partners

5M+

consumers

3500+

customers

65%

of customers onboarded via reseller partners

+53

Net Promoter
Score
Our relationship with PlanSource has been great in terms of service and technological innovation. The Relationship is very deep, starting at the c-suite all the way down to the front-line customer service team, and all the folks in between.

Tom Henschke

AVP of Benefits Administration,
Murray Securus | PlanSource Reseller
Leading Resellers Partner with PlanSource:
Brokers, Enrollment Firms, Value-Added Technology Partners, HCM and TPAs

4mybenefits
Alexander and Company
Assured Partners
Benefit Technology Resources
Brown and Brown Insurance
Corporate Synergies
Explain my Benefits
Lawley
Marsh Mclennan Agency
Pro Co
Category
Partner Enablement
Sales Enablement
Decision Support
Carrier & HCM Integrations
Reporting / Analytics
General Support/services
Implementation
Services
ACA Fulfillment
ACA Reporting
Billing Administration
Billing Reconciliation & Payment
COBRA Administration
Communications Packages
Decision Support
Employee Contact Center
Employee Contact Center (OE Only)
FSA Administration
Full Dependent Audit
HRA Administration
HSA Administration
Leave of Absence Billing
Ongoing Dependent Verification
Retiree Billing
Spanish
Total Compensation Statements
PlanSource
(Reseller Model)
Tailored training for your team based on a detailed environmental analysis, and year-round support when you need it
Designated team to help resellers win new business and retain existing business
Decision support AI/ML-enabled; prescriptive data-driven best plan suggestion.
Industry-leading Boost program with APIs and pre-built integrations with 16 of the top insurance carriers, wide partner network; dedicated API and EDI teams. Over 800+ different HCM, payroll and other third-party system connections.
Offers robust, configurable Ben Admin reporting. InsightsIQ provides dynamic visuals and ROI tools.
You’ll support your customers directly, and we’ll support you.
Structured approach and detailed project plan with three flexible launch packages to choose from depending on customers’ needs.
Offers a number of services to offload Ben Admin tasks from HR. Details listed below.
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Your Current Ben Admin Partner
(Reseller Model)
Tailored training and year round support.
Limited availability and capacity to provide sales enablement.
Limited availability. Interactive decision support is available at an additional cost.
Flexible EDI carrier integrations and some API integrations. Over 300 supported carrier and HCM connections/integrations. EDI can be built by resellers, but no access to configure APIs.
Offers good data analytics and dynamic visualizations. Competitor does not offer actionable insights, AI/ML features etc.
Support is provided by the reseller not the Ben Admin provider.
Offers 2 types of implementations (same cost):
Active – No prior data is loaded.
Data Conversion – Data is loaded into the system and audited to payroll deductions)
The reseller is responsible for providing support and services, the Ben Admin partner does not provide access to all of its tools and services to resellers.
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Available at an additonal cost
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