Benefits brokers are busier than ever. Pitching and winning new client accounts, managing current employer groups, keeping up with industry news and regulations, negotiating plans and pricing with carriers, vetting potential software solutions – the list is never-ending.

At the end of the day, providing the best possible experience for your clients is all that really matters. That’s exactly why PlanSource works exclusively with brokers to help you be an exceptional provider of benefits services.

Unlike many other benefits technology providers, we do not compete with brokers by selling direct to employers. Instead, we function as a true broker partner to help you sell new groups and provide impeccable benefits services.

Intrigued? See why PlanSource is a benefits broker’s best friend!

We Provide Best-In-Class Benefits Solutions

Benefits administration is at our core, and we offer a modern, mobile-friendly benefits shopping experience.

Additionally, our robust platform features built-in decision support and a custom mobile app for on-the-go benefits support. However, we also realize that employers often need a full-service HR solution, which is why we also offer human capital management and a variety of employee benefits services. Our offerings are highly customizable to meet the exact needs of your employer groups.

We Support Broker Associations

We know you don’t function in a silo, which is why we support the entire broker community by partnering with broker associations. Currently, support Benefit Advisors Network, United Benefit Advisors (UBA), and NFP. The partnership brings a complete benefits administration solution and an industry-leading customer experience with support for both employees and administrative staff at an affordable price.

We Offer Several Broker Partner Programs

Whether you are looking for a partner to fully own and manage the benefits administration process, or you are seeking a solution to white-label and resell, PlanSource has a program for you. We offer three partner plans to address any and all of your technology needs. Learn more about the PlanSource broker programs.

We Provide Broker Exclusive Perks

We proudly offer an incentive program with exclusive perks for our top brokers. As an “Elite Partner”, you’ll get personalized support to help you sell new business and manage existing business, access to free online resources to help you win and retain clients, quarterly “state of the partnership” meetings, and free admission to PlanSource exclusive events, like our CoSource meetups, Eclipse Conference, and more. Learn more about our Partner Program.

We Have Raving Broker Fans

All of this sounds great – but don’t take our word for it. We have a proven track record of partnering with brokers to help provide world-class benefits software solutions and support. See what one of our broker partners has to say:

Want To See What PlanSource Can Do For You?

Take a test drive – view our free online demo videos or contact us below to discuss a partnership. All the cool kids are doing it – what are you waiting for?

Aw, shucks – we’re blushing!