Broker/Employer 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
Are you an existing broker or employer working with PlanSource?
What type of entity are you?
Who do you want to integrate with?
i.e. MetLife for EOI, BambooHR for demographic, etc.
What is the intent of this integration?
i.e. Payroll, EOI Processing, enhancing EDI transfers, etc.
What is your preferred group size market that you operate in?
< 101 lives
101 - 999 lives
1,000 - 4,999 lives
5,000 - 9,999 lives
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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