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Reliance Matrix & 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 Reliance Matrix 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
*Does not apply to reseller partners
Boost Integrations – The Future of Our Partnership

When customers select one or more products from Reliance Matrix 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 Reliance Matrix automatically
  • Provides faster turnaround time so employees have coverage sooner, once approved
  • 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 Reliance Matrix 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 Reliance Matrix 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 Reliance Matrix’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 Reliance Matrix information

Why choose Reliance Matrix?


Reliance Matrix offers a broad portfolio of employee benefit solutions and services on one integrated claim technology platform to deliver the best experience for your employees.


By consistently investing in innovative tools and technology to support the evolving needs of consumers, Reliance Matrix personalizes every part of the experience to make the journey simple and easy.


Reliance Matrix’s commitment is rooted in the development of innovative technology based on customer preference and user experience research. It is a model built on decades of innovation, guided by the industry’s most progressive employers.

Service Solutions

Every program is unique, Reliance Matrix remains firm in keeping service, implementation and client management resources in the field. The regional service model ensures that all clients have easy access to specialized support and resources.

Employee Benefits at Work
Reliance Matrix Products Available with PlanSource Boost
Basic Life and AD&D
Critical Illness
Hospital Indemnity
Voluntary Life and AD&D
Voluntary LTD
Voluntary STD
Request a Quote for Boost

Reliance Matrix Teams Up with PlanSource to Transform the Benefits Experience

Reliance Matrix to Streamline Benefits Experience with PlanSource Boost

Insurance products and services are offered by Reliance Matrix Life Insurance Company in all states (except New York), the District of Columbia, Puerto Rico, the U.S. Virgin Islands and Guam. In New York, insurance products and services are offered by First Reliance Matrix Life Insurance Company, Home Office, New York, NY. Not all products are available in all states.

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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