Check out our new engagement platform for a more accessible OE
Modernizing the customer experience
Guardian & Boost

HR teams spend on average 140 hours annually with manual configuration
of benefits on their benefit administration platform.

It’s time to take that time back! Through Boost, PlanSource and Guardian are revolutionizing the way benefits are set up and administered using state-of-the-art APIs. These integrations can help save HR teams valuable hours while providing an optimized shopping experience and simplified billing process than can help 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
*Does not apply to reseller partners
Boost Integrations – The Future of Our Partnership
When customers select one or more products from Guardian, 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 an automated, single workflow. Available on all products that require EOI for new coverage, re-enrollment or late entrants.
Key Benefits
  • Easier for employees to get the coverage they need
  • Immediate response to coverage request
  • Planholder and broker do not need to get involved in the process
  • Eliminates payroll issues due to delays
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Enrollment API
Available Now for Early Adopters
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 Guardian systems due to timing issues, which can lead to lack of coverage or poor service experience.

Key Benefits
  • Improved access and automated updates
  • No need to reconcile
  • Reduces errors
Plan Configuration
Available Now
Simplify setup and configuration

Automates the configuration of Guardian plans on the PlanSource platform by automatically transmitting relevant product and rate information directly into PlanSource, which eliminates the need for the customer to provide detailed information on Guardian plans and rates.

Key Benefits
  • Simple plan set up that saves time
  • Faster implementation
  • Accurate – eliminates errors
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Member Portal
and Provider
Directory Integration

Available Now

Employees can now easily search for and select dental providers for Guardian PPO and DHMO plans without leaving the PlanSource shopping experience. With just a few clicks, providers are automatically pulled into PlanSource based on location.

Key Benefits
  • Easily filter by in-network or specialty
  • Improves employee experience with one place to search and find providers

Why choose Guardian?

People Focused
As a mutual company, Guardian puts your needs first. We measure ourselves by how much we’ve helped people, businesses, and communities to protect their futures in life, health, and wealth. Everyone deserves a Guardian.
Group Benefits
Guardian has the products, people and resources that make it easy for you to offer great benefits to your employees and their families.
Guardian was one of the first carriers to establish an integration with PlanSource and our partnership goes back more than 10 years. With more than 500 shared customers Guardian is the first carrier in PlanSource Boost.
Guardian Products
Available with PlanSource Boost
Hospital Indemnity
Critical Illness
For Life
Basic Life & Accidental Death and Dismemberment
Voluntary Term Life & Accidental Death and Dismemberment
Basic & Voluntary STD
Basic & Voluntary LTD
Absence Management
Basic & Voluntary LTD
Absence Management
Plus, Valued Added Benefits
Worklife Matters Employee Assistance
Request a Quote for Boost

Guardian® and PlanSource team up to modernize the customer experience

Case Study: Technology delivers added value to broker's wrap around services

Watch why Guardian® chooses to partner with PlanSource

Insurance is underwritten and issued by The Guardian Life Insurance Company of America, New York, NY.
Products may not be available in all states. Policy limitations and exclusions apply. Optional riders and/or features may incur additional costs. Documents are the final arbiter of coverage. Accident: GP-1-ACC-16, GP-1-ACC-18, GP-1-AC-BEN-12, et al; GP-1-LAH-12R; Cancer: GP-1-CAN-IC-12, et al; GP-1-LAH-12R; Critical Illness: GP-1-LAH-12R; GP-1-CI-14; Dental: GP-1-DG2000, et al; GP-1-DEN-16; Long Term Disability: GP-1-LTD07-1.0, GP-1-LTD-15; Short Term Disability: GP-1-STD07-1.0, GP-1-STD-15; Hospital Indemnity:GP-1-LAH-12R; GP-1-HI-15; Group Term Life Insurance: GP-1-LIFE-15;AD&D: GP-1-ADD-15; Voluntary Permanent Life: GP-1-GPL-14; Vision: GP-1-GVSN-17; Group Term Life: GP-1-LIFE-15. The College Tuition Benefit rewards program is provided by SAGE CTB, LLC. Guardian does not provide any services related to this program. SAGE CTB, LLC is not a subsidiary or an affiliate of Guardian. Guardian reserves the right to discontinue the College Tuition Benefit program at any time without notice. Not available in all states. WorkLifeMatters Program services are provided by Integrated Behavioral Health, Inc. and its contractors. Guardian does not provide any part of WorkLifeMatters program services. Guardian is not responsible or liable for care or advice given by any provider or resource under the program. This information is for illustrative purposes only. It is not a contract. Only the Administration Agreement can provide the actual terms, services, limitations and exclusions. Guardian and IBH reserve the right to discontinue the WorkLifeMatters program at any time without notice. Legal services provided through WorkLifeMatters will not be provided in connection with or preparation for any action against Guardian, IBH, or your employer.

WorkLifeMatters program is not an insurance benefit and may not be available in all states.
GUARDIAN® and the GUARDIAN G® logo are registered service marks of The Guardian Life Insurance Company of America® and are used with expressed permission. ©Copyright 2022 The Guardian Life Insurance Company of America 2022-132973 (01-24)

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