Introducing Boost
The benefits industry is filled with time-consuming processes that result in discrepancies, timing issues and administrative burdens. Meanwhile, consumers expect an intuitive, familiar benefits shopping experience.

That is why PlanSource has set out to revolutionize the benefits industry and create the customer experience of the future with simplified billing, an optimized consumer experience and modern, real-time API integrations with leading insurance carriers.

The Boost APIs are so easy to use. All the info pulled over from the carrier, including voluntary plans with age-banded rates and complex rules. It was automatically configured and 100% accurate! I love the new videos and page content for employees, too!

Courtney Pilla, AccessHR
Preferred Pricing
Customers choose at least one qualified Boost product line and receive preferred pricing for a modern and intuitive benefits shopping experience.
Modern API Integrations
Provide a real-time customer experience
PLAN CONFIGURATION
Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more.
ENROLLMENT
Eliminates batch EDI files and related timing issues

Available Now: Guardian

EVIDENCE OF INSURABILITY
For seamless shopping and automated decision notification

“Prior to having the EOI integration in place I was chasing down employees for 3 months trying to get the forms completed. This year all forms were completed right away during the shopping experience! It’s amazing!” – Broker


Available Now: Cigna, Guardian, MetLife, Prudential

SSO Available Now: The Hartford, Lincoln, Unum, Voya

MEMBER PORTAL
Single sign-on access to carrier portal within benefits shopping experience

Available Q2 2021: Guardian

PROVIDER DIRECTORY
Employees can easily search for and select providers for certain products within PlanSource

Available for: Guardian, MetLife

Optimized Employee Shopping
Consumer marketing experts optimize the shopping experience to create the best environment for employees to enroll in their benefits including resources, tools and videos to guide employees to the right benefits. 
Simplified Self-Billing

Eliminates the need to reconcile carrier bills. Saves customers on average 40 hours a month

    • Boost carriers no longer need to track and send bills to customers
    • PlanSource collects premium from customers and pays the carriers directly 
    • Customers receive one consolidated bill for all Boost products
    5,000 EMPLOYERS
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    500 BROKERS
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    14 CARRIERS
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    Open Enrollment Communications Kit

    Everything you need to get the word out

    View the Kit  Right arrow

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