The Cason Group has been a trusted partner for over 30 years for insurance advisors and consultants to deliver creative sales and service solutions that exceed expectations. With over 200 employees, The Cason Group supports group and individual products, exclusive offerings and innovative technology integrations. They are solutions oriented and technology focused to help make advisors more efficient and effective for their customers.

We are excited to spotlight The Cason Group, highlighting them as a unique PlanSource reseller partner and discussing how they support the benefits industry.

The Cason Group puts their people first and foremost. Within their Benefit System teams, their consistent processes allow them to easily and seamlessly scale as their partnerships grow. Within their Benefits Education team, their consistent communication strategies and resources for open enrollment and ongoing enrollment support set them apart.

With The Cason Group partnering with PlanSource, a consistent education and benefits administration experience for advisors and employees is unlocked. From their Benefit Systems team to their Benefits Education team, they aim to streamline all communication processes for effective platform utilization and enhanced client experiences that are year-round, not just during open enrollment.

With the recent increase of mergers and acquisitions in the benefits space, The Cason Group has seen a consistent trend of more advisors looking for trusted partners to deliver value-added services for their clients. This trend has provided a massive opportunity for The Cason Group and is a key to their growth.

Technology is a consistently growing part of The Cason Group’s business. Their expertise in technology began over 10 years ago, assisting broker partners with moving their clients from paper to benefit administration systems. Now, technology has allowed The Cason Group to streamline their call center, enhance their reporting capabilities and effectively communicate benefits to employees.

Learn more about The Cason Group and our growing community of resellers.