Explore the Platform
PlanSource Boost
Working together to revolutionize the world of benefits

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’s why we’re creating the customer experience of the future through our revolutionary carrier partner program, PlanSource Boost.

Modern API
integrations
Preferred
pricing
Optimized consumer
experience
Simplified
billing
Modern API Integrations
Provide a real-time customer experience that modernizes the benefits administration platform and saves valuable time for HR teams.
Plan Configuration
Automates the setup and renewal process, eliminating errors

Available Now:
Guardian

Member Portal

Single sign-on access to carrier portal within benefits shopping experience
Available Now:
Guardian, MetLife, Prudential

Provider Directory
Employees can easily search for and select providers for certain products within PlanSource

Available Now:
Guardian, MetLife 

Evidence of Insurability

For seamless shopping and automated decision notification
EOI SSO & Decision Notification:
Guardian, Lincoln Financial Group, MetLife, New York Life, Prudential, Sun Life

EOI Submission & Decision Notification:
Reliance Matrix

EOI SSO Only:
Aflac, The Hartford, The Standard, Unum, Voya

Enrollment API

Eliminates batch EDI files and related timing issues
Available Now:
Ameritas, Guardian, The Hartford, Unum

Modern API Integrations

Coming Soon

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Source
PLAN CONFIGURATION
Lincoln Financial Group,
Mutual of Omaha, Sun Life
Source
ENROLLMENT
Allstate Benefits, MetLife, Prudential
Source
MEMBER PORTAL
Allstate
Source
Evidence of Insurability
EOI SSO & Decision Notification: Aflac, The Hartford, Voya

EOI SSO Only: Mutual of Omaha
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Preferred Pricing
Customers choose at least one qualified Boost product line and receive preferred pricing for a modern and intuitive benefits shopping experience.

*Medical is not a qualifying line of coverage

*Does not apply to reseller partners
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

With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them approximately 40 hours each 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 a self-bill for each Boost product that is generated automatically from the PlanSource system
*Does not apply to reseller partners
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
Account Manager, AccessHR
Boost Carriers
Frequently Asked Questions
What advantages can my company gain by utilizing PlanSource Boost carrier integrations?
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Through the use of carrier integrations, HR teams can now provide their employees with a modern and streamlined benefits engagement and administration platform that saves time and enhances the employee experience. These integrations are purposefully designed to cater to the unique needs of HR teams, either by improving operational efficiency or by delivering a superior employee experience. PlanSource Boost’s carrier integrations can lead to time savings, increased accuracy, and a more streamlined benefits management process for your organization. Thanks to these advancements in technology, HR teams can now use the time savings to focus on other strategic initiatives.

In what ways do the carrier integrations and other value-added features of PlanSource Boost enhance and modernize the overall employee shopping experience?
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We are partnering with leading insurance carriers to breathe new life into the benefits industry with real-time API integrations, an engaging employee shopping experience and time-saving services. PlanSource offers an intuitive and easy-to-use shopping experience that is comparable to other online interactions. At time of enrollment, employees are served meaningful content to learn about their benefits—where they want to read it, how they want to read it and what they want to read. We offer personalized content and intelligent plan recommendations. This streamlined approach increases employees' confidence and understanding of their plans.

How much time can be saved by using simplified self-billing and how does it streamline the process for an HR team?
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PlanSource Boost simplifies the billing process for HR teams, saving them over a week's worth of work each month. PlanSource services as the record-keeper for enrollment and billing, generating auto-invoices for each insurance carrier's products. Customers pay PlanSource, who then remits payment to the insurance carrier. PlanSource takes on answering all billing questions so that HR teams can focus on more important tasks.