PlanSource

Plansource

Call now for a live guided tour from a PlanSource specialist. (877) 735-0468.

Home > Plansource For Brokers

PLANSOURCE for Brokers

PLANSOURCE enables you to explore new revenue opportunities, increase process efficiency and expand service offerings to add value to your current clients, as well as to contend with increased competition. Best of all, PLANSOURCE costs you little or nothing at all when you utilize plans from our partner carriers.

Benefits for Brokers

Simplify benefits administration in light of complex health reform rules
Provide value-added services to manage benefits and make life easier for your clients
Set yourself apart from an agency just offering benefits procurement
Increase plan participation and commission through integrated online enrollment
Expand scope of services to increase your value to clients
Compete effectively and win against payroll companies with in-house brokerages by adding PLANSOURCE HRHQ to your product suite
Say goodbye to enrollment forms—go paperless
Upload enrollment communications (docs, presentations, videos) directly into an employee’s enrollment portal
View real-time enrollment stats and notify unresponsive employees

Broker Portal features

One-click access to current enrollment data on all PlanSource clients for all coverages
Quick Search features to drill into any type of record that requires research
A wide range of reports that can be run across your entire client base in a single report or for individual clients
Easy to use co-marketing collateral
On-demand reporting to explore enrollment patterns
Compliance updates to help navigate the changing healthcare reform landscape
Insight into new sales opportunities by monitoring new hires, life events and terminations
Consolidated premium billing analysis
Complete transparency into all historical and current data feeds and enrollments
Easy to use co-marketing collateral

PlanSource Advantage

Get the power of PLANSOURCE for little or no out-of-pocket expense.

With PLANSOURCE Advantage, PLANSOURCE comes pre-populated with a suite of optional benefit plans from our partner carriers. If you choose one of their plans, they pay for some or all of PLANSOURCE. It’s that easy.

Instant, easy access to a suite of benefit plans from our partner carriers
Plans are pre-configured with data feeds already in place and ready for immediate use
Choose a plan from one of our partner carriers and they pay for some or all of PLANSOURCE
Discounts vary by plan, ranging from 5% to 100%!

Find discounts in your area.

Check Availability

PlanSource Partnerships

As a Certified PLANSOURCE Partner, you’ll enjoy a range of exclusive benefits in addition to the powerful tools and resources of our technology platform. Whether you simply want wholesale pricing so you can pass savings on to your clients or you prefer the personal touch of on-site training and a dedicated Agency Manager, our three-tiered partner program allows you to decide which partnership level best suits your needs.

Learn More

Retention and Growth Potential when adding PlanSource
and HRHQ as sales tools for your agency

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:

19 New Clients
Average Size of 250 Covered Lives