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View Demo VIEW the PLANSOURCE Demo.As a Certified PLANSOURCE Partner, you’ll enjoy a range of exclusive benefits in addition to the powerful tools and resources of PLANSOURCE and PLANSOURCE + HRHQ. But what you’ll enjoy most about our partnership is having an established, strategic ally that is committed to helping your business compete and grow.
Partnership Levels
Certified Plansource Partnership ProgramOur three partnership levels offer different features and pricing options to meet your needs and budget. |
Level One Partnership | Level Two Partnership | Level Three Partnership |
| Minimum Monthly Production Amount |
$ | $$ | $$$ |
| PLANSOURCE InfoCenter Sites | 40 Basic Sites Included | 80 Basic Sites Included | Unlimited Upgraded Sites Included |
| PLANSOURCE Benefits Administration System Pricing | Retail Pricing | Discounted Pricing | Deepest Discounted Pricing |
| PLANSOURCE University *Must meet CoSourced Requirements |
Yes | Yes | Yes |
| Broker Marketing Portal | Yes | Yes | Yes |
| Agency Management - Strategic Marketing/Business - Redesign Assistance - Custom Ben Admin Conversion Plan |
N/A | Yes | Yes |
| Custom Marketing Materials | N/A | Yes | Yes |
| On-Site Training | N/A | Yes | Yes |
| Eligible to co-market PLANSOURCE + HRHQ |
No referral fees paid | Yes | Yes |
| PS Partnership Summit | N/A | N/A | Yes |
| Discounted Carrier Feeds | N/A | Yes – 10% | Yes – 10% |
| Discounted Implementation Fees | N/A | No | Yes – 50% |
Stay Competitive – In the changing landscape of reform, brokers must differentiate themselves and add new value to stay competitive. With PLANSOURCE and HRHQ solutions integrated into your product arsenal, you will be equipped to offer services your competition can’t match for the value or the cost.
Grow Your Business – Our services create stickiness for your agency and set you apart to win deals against firms not offering our tools. See example (Grow page link).
Expand Services and Increase Revenue on Existing Customer Base – Client studies are repeatedly showing a significant increase in enrollments on case after case when using a single enrollment platform for all benefits.
Dedicated Agency Manager – your personal advocate for success as our partner
Wholesale Pricing – As a certified partner, you can provide our technology solutions to your clients at a sharply reduced rate below retail
Co-Marketing Collateral – We provide our Certified Partners with marketing materials you can brand for your organization and offer these tools in partnership with PLANSOURCE.