Reseller Solutions Guide
Key Takeaways
⇨ Empowerment and Customization: PlanSource's reseller program provides the tools and training to offer a tailored benefits technology solution, enhancing service offerings and brand strength.
⇨ Comprehensive Support: Resellers receive initial and ongoing training, sales and marketing support, and strategic partnership programs, ensuring success in the benefits administration market.
⇨ Business Growth: By leveraging PlanSource's technology and support, resellers can achieve higher participation, productivity, win rates, engagement, retention, and revenue per case.
PlanSource offers a comprehensive reseller program designed to empower brokers, enrollment firms, value-added technology partners, HCM companies, and TPAs to provide best-in-class benefits technology solutions to their customers. As a PlanSource reseller, partners can offer a customized experience, seamless implementation, and support, while reinforcing their brand and increasing revenue through additional software features and benefit product optimization. The program includes initial and ongoing training, sales and marketing support, and a strategic partner program to ensure success.
Resellers have access to a joint business plan, internal dedicated team, system training, and sales and marketing support. The Go-to-Market package includes demo setup and training, sales presentations, and access to marketing collateral. Additionally, resellers can participate in the Elite Advisory Board and Reseller Roundtable for ongoing feedback and collaboration.
To qualify as a reseller partner, certain criteria must be met, including a favorable credit rating, adherence to the Partner Code of Conduct, and commitment to a joint go-to-market business plan. By partnering with PlanSource, resellers can expect higher voluntary employee participation, productivity, win rates, engagement in HR tech experience, customer retention, and revenue per case. This abstract provides a concise overview of the PlanSource reseller program, highlighting the benefits, requirements, and potential for business growth.
