Carriers & Partners
The industry’s most connected benefits experience.
PlanSource has built a proven integration program that brings carriers and ecosystem partners into a single, coordinated experience. The result is faster, more accurate data exchange — delivering smoother operations, stronger service, and less effort across the entire benefits ecosystem.
Boost Carrier Integration Program
All your benefits working as one.
The Boost Carrier Integration Program connects PlanSource to leading carriers through modern APIs, enabling faster, more accurate setup, real-time data synchronization, and simplified billing for HR teams. Employees benefit from guided enrollment with in-flow tasks like EOI and provider search, along with one-click access to carrier portals — making it easier to stay engaged with their benefits year-round.
Plan configuration API
Configure once with confidence. The industry’s first plan configuration API automatically pulls plans, rates, and rules into PlanSource and applies built-in validation, so setup and renewals that once took weeks can be completed in minutes.
Now live with select carriers:
Guardian, MetLife, Mutual of Omaha.
Enrollment API
Move from weekly files to real-time confirmations. When an employee enrolls or reports a life event, our enrollment API sends updates to carriers instantly — with built-in error handling and a complete audit trail.
Employees know they’re covered when they enroll, while HR and finance teams see fewer rejects, fewer retro adjustments, and bills that align with reality.
Now live with select carriers:
Aflac, Ameritas, Guardian, MetLife, The Hartford, Unum.
Evidence of Insurability (EOI) API & SSO
Enable faster EOI decisions. With SSO, PlanSource collects EOI directly within the enrollment experience — no extra logins, external websites, or paperwork.
The API then returns decisions automatically to both HR and employees, while updating coverage and payroll without manual follow-ups. The result is higher completion rates and meaningful time savings, with customers typically saving 15–30 minutes per decision.
Now live with select carriers:
EOI SSO & Decision Notification:
Aflac, Guardian, Lincoln Financial Group, MetLife, New York Life, Prudential, Sun Life, Voya
EOI Submission & Decision Notification:
Reliance Matrix
EOI SSO Only:
The Standard
Provider directory
Support continuity of care. With the provider directory API, employees can find in-network providers without leaving enrollment. By searching by ZIP code and specialty, they see options tied directly to the plan they have or are choosing.
That means people can keep preferred doctors, choose confidently, and avoid out-of-network surprises — driving higher satisfaction and better plan utilization.
Now live with select carriers:
Guardian, MetLife
Member portal SSO
Deliver an interconnected experience that eliminates login fatigue. From a single platform, employees can access coverage details, ID cards, claims, and more — without extra passwords or detours.
The result is less searching, fewer dead ends, and greater use of benefits throughout the year.
Now live with select carriers:
Guardian, MetLife, Prudential
Boost network
A growing network of live carrier integrations.
HCM integrations
One source of truth. One connected experience.
PlanSource connects directly with leading HCM platforms to create a fully aligned employee experience. Real-time data synchronization replaces manual handoffs with automation, reduces errors, and keeps your HR tech stack working as a single, coordinated system.
Partner marketplace
More choice for employees. No added complexity for HR.
The PlanSource Partner Marketplace connects you to a curated ecosystem of high-value, add-on benefits across women’s health, financial wellness, legal services, and more.
Each partner is thoughtfully selected to help you build a more complete, modern benefits experience — one that reflects the diverse needs of today’s workforce without adding administrative complexity.
