PlanSource Partners
Working together to revolutionize the world of benefits
PlanSource Boost
An exclusive program between select carriers and PlanSource to create the customer experience of the future with real-time API integrations.
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HCM
PlanSource’s official human capital management partners, including payroll, talent and workforce management solutions.
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QuickConnect
Allows PlanSource customers and partners to view, research, select and quickly implement a range of add-on products and services.
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PlanSource Boost
A groundbreaking program that provides organizations with industry-leading benefits technology and carrier integrations that modernize the benefits experience for employees and HR teams.
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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.
Preferred
pricing
when customers offer one or more Boost products
Employee
shopping
experience that’s optimized to drive engagement
Modern API integrations
that provide a real-time customer experience
Simplified
self-billing
that eliminates the need to reconcile carrier bills
When customers select one or more products
from a Boost carrier, they receive:
Preferred Pricing
Tech credit programs tend to be very difficult to predict and manage, based on enrolled employees versus the value the benefits administration platform is actually providing. With PlanSource Boost, it’s all about simplicity. Customers choose one qualified Boost product line and receive preferred pricing for a modern and intuitive benefits shopping experience.
Optimized Employee Shopping
Consumer marketing experts optimize the shopping experience to create the best environment for employees to enroll in their benefits.
Educational materials, tips and best practices from Boost partners are built into the shopping experience to guide employees to the right benefits
Modern API Integrations
PlanSource and Boost partners are developing API integrations that will drastically simplify processes within four areas.
Configuration API - automates the setup and renewal process by automatically syncing benefit plans, features and rates, reducing setup time and eliminating errors.
Enrollment API - real-time API for enrollment transactions, eliminating batch EDI files and related timing issues
Evidence of Insurability (EOI) - employees can seamlessly complete EOI questionnaires within the benefits shopping experience and decisions are automatically updated in PlanSource and notifications sent to the employee and HR team.
Member Portal and Provider Directory Access API- employees will be able to seamlessly access carrier provider directories and member information within the benefits shopping experience
Simplified self-billing
The insurance billing process is an extremely time-consuming task, with organizations spending up to one week a month working through premium discrepancies with carriers. With PlanSource Boost, our team takes over this arduous process completely so our customers can focus on more strategic items.
- PlanSource is the system of record for enrollment and billing
- Invoices are auto-generated monthly within the PlanSource system
- Customers pay PlanSource, and PlanSource pays Boost partners on their behalf
- PlanSource answers all billing questions
- PlanSource is licensed or approved to operate as a TPA in all 50 states
HCM Partners
To bring you the best experience for HCM we have chosen to strategically partner and integrate with best-in-class HCM providers to bring you a fully integrated HCM and benefits platform. Learn more about our HCM partners.
“PlanSource tends to be more creative in regards to HCM integrations and is acting in a more strategic fashion than many of their competitors.”
Mark Rieder
Head Of Innovation
NFP
Watch the Testimonial
QuickConnect
PlanSource is excited to bring you new, add-on benefit products that you can offer to your employees such as financial wellness solutions, student loan assistance, total compensation statements and identity theft protection.
What Our Partners Have to Say
"With this partnership between PlanSource and Jellyvision we feel like we're able to provide really valuable insights to the employer..."
Taylor Clausen
VP of Partnerships
Jellyvision
"It's simple. We recommend PlanSource to our clients based on confidence and their ability to positively contribute to the experience of Aflac products."
Kevin McFadden
Broker Technology Executive
Aflac
Interested in becoming a partner?