Integration Request Form
We are excited to hear you would like to integrate with PlanSource. Please fill out the request form below to provide us with additional information about your desired integration.
Your Full Name
Your Email Address
What type of entity are you?
What is the intent of this integration?
How will this integration be beneficial to both parties?
What is your preferred group size market that you operate in?
Small ( < 101 lives)
Medium (101 - 999 lives)
Large (1000 - 4,999 lives)
Enterprise (5000+ lives)
Has your company ever integrated with a benefits administration platform before?
How many API integrations has your company built?
1 - 2
3 - 6
Are there mutual clients between PlanSource and you that may be interested in using this integration? If so, who?
Which of our APIs are you seeking to integrate with?
What effort of development are you looking for PlanSource to take on?
PlanSource will have minimal of the development effort
PlanSource will split even the development effort
PlanSource will have majority of the development effort
If you are looking for Plansource to connect to your API, what is your method of authentication?
PlanSource will not connect
PlanSource offers the following Single Sign-On (SSO) authentications. Which will be expected?
SSO will not be expected
Do you develop your API integrations inhouse or outsource?
What are your expected transaction requests per hour to the PlanSource API?
1 - 100
101 - 1000
When is your desired integration completion date?
Has there already been communication about this integration between a PlanSource representative and your company? If so, who?
If there is any additional information you would like to provide to PlanSource, feel free to explain below and/or attach a file.
Send me a copy of my responses
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