Collateral Central
One source for PlanSource marketing materials for products, services and partnerships

Introductory Materials

Get to know PlanSource and how we work

PlanSource Fact Sheet

About PlanSource Benefits

About PlanSource HCM

Sales Guide for Agents

Benefits of Going Paperless for Benefits - New

PlanSource Services

Technology-enabled services for your benefits

Premium Benefits Outsourcing

Employee Contact Center

Billing Reconciliation and Payment

COBRA Administration

HSA/FSA/HRA Administration

Dependent Verification

Custom Employee Benefit Communications

Helping HR Teams Communicate like Marketers

Employee Communications Summary

Total Compensation Statements—Printed

Total Compensation Statements—Online

Custom Login Pages

Benefit Guides

Custom Videos

Insurance Carrier Partnerships

Strong partners build successful benefits experiences

Featured — Aflac and PlanSource

Featured - Cigna and PlanSource

Featured - Guardian and PlanSource

Featured - MetLife and PlanSource

Featured - MetLife Freedom Plan

Featured — Unum and PlanSource


Colonial Life

Lincoln Financial Group

Mutual of Omaha

The Standard

Sun Life Financial


HCM Technology Partners

Because it’s important to have an integrated solution for HR and Benefits



NetTime Solutions




Oracle NetSuite - Featured

Ultimate Software - Featured

Quick Connect Partners

Innovative new products implemented quick!

ALEX interactive benefits advisor by Jellyvision - NEW

ID Theft Protection from ID Watchdog

Online Total Compensation Statements by Brainpower Software

Personal Loans by TrueConnect

Student Loan Assistance by