Forester Benefits Management Selects PlanSource as Benefit Administration Platform for Customers

Orlando, Fla. – February 3, 2021 – PlanSource announced today that it has been selected by Forester Benefits Management (FBM) to provide a best-in-class benefits administration solution for its brokers and customers in mid- to large-sized organizations. FBM is a managing general underwriter and benefits marketing firm that partners with employee benefits professionals to deliver solutions aligned to organizational goals.

The companies have entered into a reseller partnership agreement in which FBM will promote and sell the PlanSource platform to existing and prospective customers across all industries. FBM chose PlanSource based on the modernization effort with carriers through the PlanSource Boost program, the investment in leading HCM integrations and mobile-friendly employee shopping experience.

“We are truly thrilled to have the PlanSource platform available for our broker partners and their clients,” said Scott Forester, FBM’s Founder and Principal. “Their platform is highly configurable with leading APIs and integrations. They also provide a mobile-friendly benefits experience which gives flexibility to HR teams and their employees in this remote-first environment.”

PlanSource is a leading benefits technology platform that automates and simplifies

every aspect of a customers’ benefits program, so employees and HR teams can make

smarter, more confident benefits decisions. PlanSource works with thousands of clients across all industries to provide a better benefits experience. FBM works with over 300 clients in 36 states, serving over 100,000 individuals collectively. As an organization committed to growth, service, and offering best-in-class technology, the partnership is a natural fit.

“We are pleased to welcome FBM to our growing community of reseller partners; their experience in the voluntary benefits administration space is a natural fit for PlanSource,” said Dave Osborne, Chief Revenue Officer at PlanSource. “We are excited to bring our best-in-class platform to FBM’s brokers and customers.”