Benefit experiences that help create and protect financial wellness
Prudential & Boost

HR teams spend a significant amount of time on manual configuration of benefits. It’s time to take that time back!

The age of real-time integrations and instant access to information is upon us. And it’s essential that technology platforms and insurance carriers take full advantage of these advances to create the best customer experience possible. That’s why we created PlanSource Boost.  

Through Boost, PlanSource and Prudential are revolutionizing the way benefits are set up and administered. Through simplified billing, an optimized shopping experience and future state-of-the-art API integrations, we will save HR teams valuable hours and lead the industry into the modern age of benefits administration.

Preferred pricing
for PlanSource technology when customers offer one or more Boost products
Employee Shopping
experience that’s optimized to drive engagement
Modern API Integrations
that provides a seamless customer experience
Simplified Self-Billing
that eliminates the need to reconcile carrier bills
Boost Integrations – The Future of Our Partnership
When customers select one or more products from Prudential through PlanSource Boost, they have access to PlanSource’s industry-leading platform and integrations that create the best experience for employees and HR teams.
Evidence of
Insurability (EOI)
Single Sign On & Decision Notification – Available Now
Integration and automation
Employees answer EOI questions directly in the benefits shopping experience, turning a paper-heavy process into a single, automated workflow.
Key Benefits
  • Completed questions are sent to Prudential automatically
  • Immediate response to coverage request
  • Provides faster turnaround time so employees have coverage sooner
  • Administrators have full visibility into workflow
Enrollment API
Future Release
Ensure accuracy and eliminate traditional EDI files

Allows for real-time delivery of member-level eligibility information, eliminating batch EDI files. The enrollment API removes discrepancies between the PlanSource and Prudential systems due to timing issues, which can lead to lack of coverage. 

Key Benefits
  • Improved access and automated updates
  • Eliminates need to reconcile
  • Reduces errors
Plan Configuration
Future Release
Simplify setup and configuration

Automates the configuration process and pulls relevant product and rate information from Prudential’s system, reducing customer effort and implementation time while improving the accuracy of the data.

Key Benefits
  • Simple plan set up that saves time
  • Reduces implementation time
  • Improves accuracy – reduces errors

Member Portal

Future Release

Provides seamless entry for employees upon enrollment into Prudential’s member portal.

Key Benefits
  • Seamless access to the information employees need
  • Improves employee experience with one place to login and access Prudential information
Why choose Prudential?

Over 14 million people at nearly 2,700 organizations large and small rely on Prudential for group insurance (Prudential Group Insurance data as of 1/1/2020)

Prudential strives to create long-term value through strong business fundamentals, consistent with their mission guided by the vision and directed by the company’s core values
Rest Easy
Your employees work hard, Prudential provides a robust suite of solutions to help people, their families, and their employers move forward when the unexpected happens
A Better
Claims Experience
Prudential invests heavily in its people, processes, and technology to help simplify and improve the customer experience
Invest in
Your Employees
Prudential delivers a holistic approach to help employees create and protect their financial wellness. Their benefits come embedded with a full suite of digital and in-person financial education and tools
Strong Ethics
Prudential is committed to keeping their promises and doing business the right way
Benefits Solutions to Protect What Matters Most
Prudential Products Available with PlanSource Boost
Critical Illness
Hospital Indemnity
Life and AD&D
Long-Term Disability
Short-Term Disability
Learn More about how Prudential’s robust product portfolio helps people, their families, and their employers move forward when unexpected challenges arise.
Request a Quote for Boost

Learn more about how PlanSource and Prudential partner to provide the best experience

Partner Webinar: The Tight Links Between Mental and Financial Health

Prudential expands partnership and joins PlanSource Boost to create a modern benefits experience

Group Insurance coverage[s] [is] [are] issued by The Prudential Insurance Company of America, a Prudential Financial company, Newark, NJ. The Booklet-Certificate contains all details, including any policy exclusions, limitations, and restrictions, which may apply. Contract Series: 83500
Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
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