PlanSource for brokers
Elevate Your Benefits Engagement Offering: Where Growth Meets Client Satisfaction
Leading Brokers Partner with PlanSource
GROW YOUR BUSINESS
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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.
MAXIMIZE YOUR REVENUE
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Choose a technology partner that doesn’t take commissions and one that offers an optimized consumer shopping experience that increases employee participation rates.
DIFFERENTIATE YOUR OFFERING
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Provide more value to your customers with a best-in-class tech platform offered by a partner with preferred pricing and a full suite of services to complement what you offer.
INCREASE CUSTOMER SATISFACTION
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Select a partner with a reliable technology solution and a strong customer success team that proactively assists your customers.
Brokers Need a Great Benefits Technology Solution
At PlanSource, we don’t compete against brokers or sell direct to employers. In fact, our entire business model is designed with benefits brokers and consultants in mind. With a complete portfolio of benefits engagement software and services, PlanSource will help you grow your business and keep your customers happy.
Why PlanSource is Right for Brokers
Broker Friendly
PlanSource provides a broker-friendly platform and approach (we won’t compete with you!). Our commitment is to support your growth and success.
Configurable Software
The PlanSource platform is mature and scales to support even your most complex customers, giving you the flexibility you need to tailor solutions to their unique needs.
Industry Leading
PlanSource offers a best-in-class benefits engagement solution utilizing the latest technology that increases customer satisfaction and retention.
Preferred Pricing
With PlanSource Boost, you’ll have access to preferred pricing and modern integrations (API & SSO) with leading insurance carriers.
We Reward Brokers Who Sell PlanSource
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
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You’ll have access to a whole team of account resources to help you sell new business.
QUARTERLY UPDATES
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Regular State of the Partnership meetings to assess performance and where we can help.
ONLINE RESOURCES
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Leverage tons of thought leadership, product and customer content to help you win.
CUSTOM COLLATERAL
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We’ll create customized sales and marketing collateral for your team that highlights the partnership and its specific benefits.
ONGOING TRAINING
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Participate in live, on-demand and onsite training and development opportunities for both new hires and veteran sellers.
ADVISORY BOARD & ROUNDTABLES
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Give ongoing feedback through advocacy programs like our Advisory Board and Reseller Roundtables.
Flexible Partnership Models for Brokers
Referral Relationships
While the partner owns the overall relationship with its customers, PlanSource is responsible for implementing the system and providing assistance directly to customers. In this model, PlanSource provides tier one support to employers and employees.
Reseller Relationships
The partner owns the overall business and technical relationship with its customers, including acting as the point of contact for the PlanSource system. In this model, PlanSource provides certified training and tier two support to the partner as needed.
Related Resources
How PlanSource Partners with Brokers
How PlanSource Partners with Resellers
Become a PlanSource Reseller
Frequently Asked Questions
WHAT ARE THE DIFFERENT BROKER PARTNERSHIP MODELS PLANSOURCE OFFERS?
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PlanSource offers two flexible partnership models: referral and reseller. Referral partners refer clients to us, while reseller partners can offer PlanSource solutions directly to their clients under their own brand.
WHAT KIND OF TRAINING AND RESOURCES DOES PLANSOURCE PROVIDE TO BROKERS?
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PlanSource is committed to supporting our broker partners. We provide comprehensive training programs, access to marketing materials, product resources, and ongoing support to ensure you have the tools and knowledge needed to succeed.
HOW CAN I BECOME A REFERRAL BROKER FOR PLANSOURCE?
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Becoming a referral broker is easy. Simply reach out to our partnership team, and we will guide you through the onboarding process. We look forward to discussing how we can work together to provide outstanding benefits solutions to your clients.