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PlanSource solutions for resellers
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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.
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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.
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Teddy
"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."
TEDDY SMITH

President, Ant Farm Services
PlanSource Reseller

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Dave
"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."
DAVE HURLOCK

Chief Executive Officer, PES Enrollment
PlanSource Reseller

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Mary
"PlanSource allows us to maintain flexibility, react quickly and provide high customer service."
MARY LONG

Benefit Technology Manager, Marsh & McLennan Agency

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Dean
"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)."
DEAN AUSTIN

President & CEO, Austin Benefits Group

Tom
"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."
TOM HENSCHKE

AVP Of Benefits Administration, Murray Securus, PlanSource Reseller

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Andrea
"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."
ANDREA ROBINSON

Chief Executive Officer, ProCo Insurance Services, PlanSource Reseller

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Andrea
"The Reseller Sales Enablement team is amazing. Continuously blown away by the level of support we receive from the PlanSource team - it's a true partnership and we are so very thankful for that. Cannot wait to start securing new clients on PlanSource!"
NICK GIANCOLA

President, CGI Voluntary Benefits, Inc.
PlanSource Reseller

Andrea
"The Reseller Sales Enablement team was super flexible, thorough with the training and listened to our questions and needs. They left us feeling very confident and even more excited to be moving away from a competitor to PlanSource!"
MEGAN O'BRIEN

Business Operations Team Leader, RT Consulting LLC
PlanSource Reseller

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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.

Join a Reseller Training
Learn More About Our Reseller Training Program
See the Details on Reseller Roundtable
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.