Sales Kit

About PlanSource Video

Get a taste of who PlanSource is and what we do in this short video. See how we help thousands of families across the country get access to valuable benefits coverage.

PlanSource and UBA Partnership

See how PlanSource and UBA partner together to provide an industry leading customer experience with support for both employees and administrative staff at an affordable price.

Partnership Fact Sheet

Get the facts: nearly 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.

Partner Overview

PlanSource partners with the nation’s leading brokers and insurance carriers, offering pre-negotiated and pre-established integration for insurance products and services.


PlanSource Education Videos

Not sure what the difference is between an HMO and a PPO? Wondering what accident insurance covers? Get the answers to these and many other benefits conundrums in these bite-sized videos..


Sample Email Campaign

A great way to get the word out about our partnership is through an email marketing campaign. We’ve put together some handy templates and drafted texts to get you started!

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More good stuff

Product Investments

We’ve been busy making our solutions the best they can be. See what’s coming down the PlanSource product pike.

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PlanSource Demo Videos

Kick the tires, and take a virtual tour of selected products. These videos will show you how we can help and how we do it. 

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Watch the Newest Webinars

View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night. 

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