USI Insurance Selects PlanSource as Preferred Provider
Partnership provides employers with a unique combination of business analytics, insurance expertise and technology for human capital management and benefits administration

Orlando, Fla. – March 7, 2017 – PlanSource announced today that it has been selected as a technology provider of choice by USI Insurance Services, one of the largest insurance brokerage and consulting firms in the United States.

“As health care costs continue to increase and the regulatory environment becomes ever more complex, it is essential to have highly technical benefits expertise,” said Anne Burkett, National Practice Leader, HR Technology at USI Insurance Services. “By partnering with PlanSource, we are able to offer our clients a complete HR and benefits technology solution that complements the USI ONE Advantage® platform.”

USI ONE® integrates proprietary business analytics with a network of local and national technical experts in a team-based consultative planning process to evaluate their clients’ risk profile and identify targeted solutions. Clients then receive tailored recommendations for improving their employee benefits plan through cost reduction and service enhancements.

“With technology and benefits so intertwined, it is reassuring to have a partner like PlanSource,” said Burkett. “PlanSource’s complete solution of HCM and benefits software, as well as their dedication to serving the broker community, matches perfectly with USI’s approach for delivering positive, measurable results through customized risk management and employee benefit programs.”

Under the new agreement, USI promotes the PlanSource cloud-based platform to existing and prospective clients across all industries. PlanSource works with leading insurance carriers and brokerages to provide employers of all sizes with an intuitive employee experience and robust technology tools for human capital management, benefits shopping, enrollment, billing, compliance and administration.

“USI has a visionary approach that is helping thousands of companies optimize their employee benefits decisions,” said Adam Hameed, Chief Revenue Officer at PlanSource. “We are excited to work more closely with the USI team to offer their clients technology that lets employees navigate the complex world of benefits, make informed choices and obtain valuable coverage.”

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Press Contact

Cat Miller
Vice President of Marketing & Communications

About PlanSource

PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. By offering flexible and intuitive software for benefits administration, insurance exchanges and human capital management, PlanSource’s complete cloud-based technology helps nearly 10,000 employers and 3.5 million consumers with benefits shopping, enrollment, billing, compliance and administration. Learn more at

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

About USI

USI is a leading local and national insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over $1.0 billion in revenue, employs more than 4,400 professionals and operates out of 140 local offices serving every state. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit


Media Contacts:

Cat Miller
Director of Communications, PlanSource

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