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’s why we’re creating the customer experience of the future through our revolutionary carrier partner program, PlanSource Boost.
integrations
pricing
experience
billing
Modern API Integrations
Available Now:
Guardian
Coming in 2023:
MetLife, Mutual of Omaha
Available Now:
Ameritas, Guardian
Coming in 2023:
Aflac, Allstate Benefits, MetLife, The Hartford, Unum
EOI SSO & Decision Notification Available Now:
Guardian, MetLife, New York Life, Prudential, Reliance Matrix, Sun Life
Coming in 2023:
Aflac, Lincoln Financial Group, The Hartford
EOI SSO Only Available Now:
Aflac, The Hartford, Lincoln, Unum, Voya
Coming in 2023:
Mutual of Omaha, The Standard
Available Now:
Guardian, MetLife, Prudential (Early Adopters)
Coming in 2023:
Allstate Benefits, Cigna, The Hartford, The Standard
Available for:
Guardian, MetLife
Coming in 2023:
Aflac, Sun Life
With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them approximately 40 hours each month.
- Boost carriers no longer need to track and send bills to customers
- PlanSource collects premium from customers and pays the carriers directly
- Customers receive a self-bill for each Boost product that is generated automatically from the PlanSource system
2023 Boost Roadmap*
APIs coming in 2023 with Boost Carriers
AMERITAS
Enrollment API
LINCOLN FINANCIAL GROUP
EOI Decision Notification
THE HARTFORD
EOI Decision Notification
THE STANDARD
EOI SSO
*roadmap and dates subject to change
Product
