PlanSource for Brokers
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.
Broker Friendly
Configurable Software
Industry Leading
Preferred Pricing
PlanSource caters to the top performing insurance brokers and consultants. For brokers that generate and exceed certain business thresholds, PlanSource rewards the partnership with 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 Advisory Board and Reseller Roundtables.
Referral Relationships
Reseller Relationships
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!
A Benefits Technology Sales Primer for Brokers
In this one-page summary, agents will learn the top 5 benefits pain points employers face, how PlanSource provides value and what corresponding questions to ask your clients.