PlanSource solutions for resellers
Join our growing community of resellers
Provide a Differentiated Experience
Resellers need a modern, sophisticated tech platform that can provide a great customer experience to even the most complex customers.
Control Your Own Destiny
Choose a partner that allows you to implement, support and renew your customers with a platform that has all the right tools for your tech-savvy staff.
Innovations to Stay a Cut Above
Select a tech partner that invests in R&D and is constantly innovating to improve the customer and partner experience
Get Support When You Need It
Your tech partner should provide an in-depth training program that brings your team up-to-speed and provides support when you need it.
How PlanSource Partners with Resellers
As a PlanSource Reseller Partner, you manage all aspects of the client relationship, including implementation, annual open enrollment and everything in between. You control your own destiny, and put our sophisticated technology to use while handling the unique needs of your clients.
A true partner with the technology, training and support you need
We’ll provide you with unlimited sales and marketing support and we’ll assist your tech team throughout the year when they need help.
Your success is our success.
As a PlanSource Reseller Partner, you manage all aspects of the client relationship, including implementation, annual open enrollment and everything in between. You control your own destiny, and put our sophisticated technology to use while handling the unique needs of your clients.
Reseller Focused
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More than half of the companies that use PlanSource are implemented and supported by our growing community of reseller partners.
Sales and Marketing Support
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PlanSource will provide you with marketing collateral and resources to help you build your pipeline, and field sales support to help you close more deals.
Initial & Ongoing Training
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You’ll start with our comprehensive, virtual instructor led training Reseller Foundations course, and then access our dedicated reseller training center within PlanSource University.
Dedicated Support Team
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We define dedicated teams for our reseller partners, because each one is unique! These teams of experts have high tenure and low turnover.
Strategic Alignment
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Quarterly business reviews and weekly tactical meetings will allow us to monitor performance and eliminate any obstacles to your success.
Innovative Modern Experience
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WIth PlanSource Boost, you’ll have access to API integrations with leading insurance carries to modernize the benefits experience for employees and HR teams.
Current Reseller Partners
If you’re a current reseller of PlanSource and looking for support and additional resources, we’re here to help! Explore our reseller trainings below and learn more about our invite-only Reseller Roundtable. For any questions or additional support, please contact your Partner Account Executive or Strategic Partner Executive directly.
Related Resources
Reseller Solutions Program Guide
Benefit Tech Sales Hacks
PlanSource Reseller Portfolio Mini-Book
Frequently Asked Questions
Who can be a PlanSource reseller?
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Many of our brokers, enrollment firms, value added technology partners, HCM companies and TPAs also become resellers that implement and support their customers on the PlanSource technology platform.
How does PlanSource partner with resellers?
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A PlanSource reseller is a partner that offers and promotes PlanSource's benefits engagement solutions to businesses. Resellers manage all aspects of the client relationship including implementation and customizing the platform to suit the specific needs of clients.
What support will I receive as a PlanSource reseller?
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As a PlanSource reseller, you'll enjoy a comprehensive package of support. This includes thorough training covering benefits administration and technical aspects, along with a dedicated account manager to provide personalized assistance. Access to technical resources ensures smooth implementation and integration, while marketing materials and sales tools aid in your client outreach efforts. You'll receive guidance for customizing solutions to fit client needs and stay up-to-date through ongoing education. Access to documentation and a collaborative network of fellow resellers empower you with the resources needed for success in delivering exceptional service to your clients.
How can brokers and employers benefit from a PlanSource reseller relationship?
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Resellers bring expertise in benefits administration and technical implementation, ensuring that companies can leverage PlanSource's platform effectively. They provide personalized guidance, support, and local expertise, enhancing the client's experience and maximizing the value of the benefits platform. Businesses partnering with PlanSource resellers gain access to specialized knowledge about benefits administration, integration capabilities, and compliance. Resellers offer tailored solutions, seamless implementation, and ongoing support to optimize benefits management processes.