Financial protection for the people who help you succeed

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 Unum will revolutionize 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 Unum 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 –
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 Unum automatically
  • 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 PlanSource and Unum’s 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 Unum’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
and Provider
Directory Integration
Future Release
Provides seamless entry for employees upon enrollment into Unum’s member portal and allows them to search for and view available providers.
Key Benefits
  • Seamless access to the information employees need
  • Improves employee experience with one place to login and access Unum information
Why choose Unum?
Leadership and
Strength
Unum has led the group and individual disability benefits industry for 170 years with financial strength to bring innovative solutions and service.
Valuable
Relationships
Building relationships is at the heart of everything Unum does, with a goal to consistently exceed the level of partnership you expect.
Respectful
Process
Innovative claims management process ensures thorough evaluation of every claim and that claims are paid in a timely manner.
Product
Choices
To find and retain the best talent, Unum provides a wide selection of financial-protection products and services with a broad range of funding options.
Connection with
Employees
Unum works hard to ensure that employees understand their benefits and get the help they need, by providing top notch service and employee education.
Value Added
Services
Extra services that can give you more time back in your day including claim and leave insight, life planning financial and legal resources and more.
Benefits Solutions to Protect What Matters Most
Unum Insurance Benefits Available with PlanSource Boost
Dental
Group Employer Paid Term Life
Group Accident
Group Critical Illness
Group Hospital Indemnity
Dental
Group Employer Paid Term Life
Group Accident
Group Critical Illness
Vision
Group Voluntary
Term Life
Group Long Term Disability
Individual/Group Short Term Disability
Group Hospital Indemnity
Whole Life
Vision
Group Voluntary
Term Life
Group Long Term Disability
Individual/Group Short Term Disability
Whole Life
Request a Quote for Boost
Resources

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

PlanSource and Unum increase participation by 34%

PlanSource collaborates with Unum to simplify and modernize the benefits experience through Boost

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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