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View Demo VIEW the PLANSOURCE Demo.Don’t take our word for it, the proof is in our partners’ growth…
This chart illustrates the revenue growth of a PlanSource Partner over a 4 year time span.
Revenue shown can be directly attributed to new business sales that were closed with the help of a PlanSource product.
97% retention rate of clients as a result of the “stickiness” of PLANSOURCE products
In 2009 alone, the agency gained:
A large manufacturing company used the PLANSOURCE enrollment system and increased participation for both Voluntary LTD and Voluntary Life. Voluntary LTD saw an increase in participation from 10% to 40%, and Vol Life saw an increase from 11% to 38%. Those two increases yielded an additional $225k in premium for the case.
A 900 employee group used PLANSOURCE and went from historically low enrollment in voluntary benefits to a 56% adoption rate of Critical Illness, Intensive Care, and Accident insurance. A huge success for the group, resulting in a significant increase in premium for the broker.
Employers now expect more than just benefit plan consulting and an annual rate hike each year. We give you the tools you need to guide them.
With more services in use by your client, you will increase your value and inevitably create staying power.
When competing to close new business, you will stand tall above your competitors with PLANSOURCE and HRHQ as tools in your arsenal.
Never lose a deal to another payroll company or PEO again because you couldn’t counter your competitions services. Our partners can have their own solution to compete and win.
PLANSOURCE simplifies the compliance associated with the administrative complexities of healthcare reform. Our system guides the way! HRHQ can also help on the payroll (W2) side of the house.
What business owner or HR person doesn’t want their back-office administration to be more simple? With tools to make that happen, your value as a consultant goes way way up. It turns out people still love saving time and money.