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PlanSource Partners with United Benefit Advisors
Partnership brings together the premier benefits advisory organization and leading benefits technology to provide employers with an unparalleled benefits experience and exceptional service.

PlanSource, a leading provider of cloud-based health exchange and benefits administration technology, announced today it has entered into a partnership with United Benefit Advisors, the nation’s leading organization of independent benefit advisors.

“This partnership is a breath of fresh air in the benefits industry,” said Paul Zumbrook, Senior Vice President, Partner Relations at United Benefit Advisors. “PlanSource’s exceptional technology combined with the insightful and personalized service of UBA’s partner firms will help thousands of people manage, shop and enroll in essential benefits.”

United Benefit Advisors is a partnership of nearly 140 of the most successful and most trusted independent employee benefits advisory firms in North America and Europe. The partners in the UBA group collaborate with more than 2,000 professionals to deliver expertise, thought leadership and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families.

UBA promotes PlanSource’s cloud-based platform to employers, who can use PlanSource technology for employee benefits shopping, enrollment, billing, compliance and administration. The intuitive software offers employees step-by-step guidance and personalized plan recommendations during the shopping and enrollment process, which makes the benefits experience easy to navigate and quick to complete.

“United Benefit Advisors is a pillar of the benefits community,” said Scott Carver, President of PlanSource. “We are thrilled to strengthen our partnership with them and provide them with technology to help their clients make informed choices in a complex marketplace.”

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Press Contact

Cat Miller
Vice President of Marketing & Communications


About PlanSource

PlanSource provides the industry’s most flexible and extensible health exchange and benefits engagement platform in the cloud. More than 8000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration. PlanSource partners with leading insurance carriers, brokers and government entities to provide both exchange and non-exchange solutions to companies of all sizes. PlanSource – One Source. Many Benefits.

PlanSource is a registered trademark of PlanSource, Inc., and PlanSource owns other registered and unregistered trademarks. Other names used herein may be trademarks of their respective owners.

About United Benefit Advisors®

United Benefit Advisors (UBA) is the nation’s leading independent employee benefits advisory organization with more than 200 offices throughout the United States, Canada and the United Kingdom. Our goal is to provide an environment that empowers our more than 2,000 Partners to both maintain their individuality and to pool their expertise, insight, and market presence to provide best-in-class services and solutions. An important product of that collaboration is the UBA Health Plan Survey – the nation’s largest employee benefits benchmarking survey.


Media Contacts:

Cat Miller
Director of Communications, PlanSource

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