PlanSource For Brokers

Brokers Need a Great Benefits Technology Solution
At PlanSource, we don’t compete against brokers or sell direct to employers. In fact, our entire business model is designed with benefits brokers and consultants in mind. With a complete portfolio of benefits software and services, PlanSource will help you grow your business and keep your customers happy.

Increase your win rates with a modern, sophisticated and mobile-friendly platform from a technology partner that will continue to innovate; keeping you on the cutting edge.

Choose a technology partner that doesn’t take commissions and one that offers an optimized consumer shopping experience that increases employee participation rates.
Provide more value to your customers with a best-in-class tech platform offered by a partner with preferred pricing and a full suite of services to complement what you offer.
Select a partner with a reliable technology solution and a strong customer success team that proactively assists your customers.
Why PlanSource is Right for Brokers
Broker Friendly
PlanSource provides a broker-friendly platform and approach (we won’t compete with you!).
Configurable Software
The PlanSource platform is mature and scales to support even your most complex customers.
Industry Leading
PlanSource offers a best-in-class solution that increases customer satisfaction and retention.
Preferred Pricing
With PlanSource Boost, you’ll have access to preferred pricing and API integrations with leading insurance carriers.
The PlanSource employee experience helps them understand and select the best options.

Head of Innovation, NFP

PlanSource allows us to maintain flexibility, react quickly and provide high customer service.

Vice President, Cross Insurance

My client had a great open enrollment and their HR team and employees love PlanSource! Everybody bought into tech this year, and we improved participation in several key areas.

Assistant Vice President, USI

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We Reward Brokers Who Sell PlanSource
PlanSource offers an Elite Partner Program that caters to the top performing insurance brokers and consultants. For brokers that generate and exceed certain business thresholds, PlanSource rewards the partnership with pricing and service benefits. In other words, you are the best of the best and we take notice.
Designated Team

You’ll have access to a whole team of account resources to help you sell new business.

Quarterly Updates

Regular State of the Partnership meetings to assess performance and where we can help.

Online Resources

Leverage tons of thought leadership, product and customer content to help you win.

Custom Collateral

We’ll create customized sales and marketing collateral for your team that highlights the partnership and its specific benefits.

Ongoing Training

Participate in live, on-demand and onsite training and development opportunities for both new hires and veteran sellers.

Advisory Board & Roundtables

Give ongoing feedback through advocacy programs like our Elite Advisory Board and Reseller Roundtables.

Flexible Partnership Models for Brokers
Referral Relationships
While the partner owns the overall relationship with its customers, PlanSource is responsible for implementing the system and providing assistance directly to customers. In this model, PlanSource provides tier one support to employers and employees.
Reseller Relationships
The partner owns the overall business and technical relationship with its customers, including acting as the point of contact for the PlanSource system. In this model, PlanSource provides certified training and tier two support to the partner as needed.
Become a PlanSource Reseller

Have a team of in-house tech experts? Want to own your customer experience from start to finish? Ask us about being a reseller partner!

Leading Brokers Partner With PlanSource

A Benefits Technology Sales Primer for Brokers

In this webinar, we will explore common pitfalls related to choosing a benefits technology partner, and the system requirements to look for when comparing different technologies.

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Agent’s Sales Guide to Benefits Technology

In this one-page summary, agents will learn the top 5 benefits pain points empl, how PlanSource provides value and what corresponding questions to ask your clients.

How PlanSource Partners with Brokers

See how PlanSource partners with brokers to help you grow your business and keep your customers happy.

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All Resources
Ready to Learn More?
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
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Latest News
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release