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PlanSource solutions for resellers

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Resellers Need a Great Benefits Technology Solution
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.
Promote Your Brand
Select a tech platform that can be quickly white-labeled via configuration changes to meet your branding requirements and incorporate your content and best practices.
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.
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From an innovations standpoint, we have been able to leverage PlanSource’s Evidence of Insurability functionality with all of the carrier integrations which have been really nice and robust. PlanSource has so many more connections than the platforms we have used in the past.

President, Ant Farm Services
PlanSource Reseller

Employees need to be met where they are. We are seeing more enrollments conducted self-service. Partnering with PlanSource allows us to provide a robust self-service solution, as well as mobile capabilities and decision support.

Chief Executive Officer, PES Enrollment
PlanSource Reseller

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

Benefit Technology Manager, Marsh & McLennan Agency

The PlanSource system is flexible – it gives us the control that we need. We like to build the sites ourselves and make sure that the experience is customized to meet the specific needs of our customers. We’re also pleased with the resources and support that we receive from PlanSource on the sales side (our Partner Account Manager) as well as day-to-day support (Account Managers and Benefits Business Analysts).

President & CEO, Austin Benefits Group

Our relationship with PlanSource has been great in terms of service and technological innovation. The relationship is very deep, starting at the c-suite all the way down to the front-line customer service team, and all the folks in between.

AVP Of Benefits Administration, Murray Securus, PlanSource Reseller

We have clients that are really large that have the Workday platform, for example, but yet they use PlanSource for their ben admin because not only does PlanSource do a great job with ben admin but it flows data seamlessly with other platforms. To me, it’s one of the best systems in the market.

Chief Executive Officer, ProCo Insurance Services, PlanSource Reseller

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Your Success is Our Success
You need more than a great tech platform. You need a true partner that will train your team, and support you when you need it. We’ll provide you with unlimited sales and marketing support and we’ll assist your tech team throughout the year when they need help.
Reseller Focused
More than half of the companies that use PlanSource are implemented and supported by our growing community of reseller partners.
Sales and Marketing Support
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 and Ongoing Training

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
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
Quarterly business reviews and weekly tactical meetings will allow us to monitor performance and eliminate any obstacles to your success.
Innovative, Modern Experience
WIth PlanSource Boost, you’ll have access to API integrations with leading insurance carries to modernize the benefits experience for employees and HR teams.
Leading Brokers Partner With PlanSource
Here are a few of our elite partners

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 five benefits pain points, how PlanSource provides value and 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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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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