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
Available Now:
Guardian
EOI SSO & Decision Notification Available Now:
Guardian, MetLife, New York Life, Prudential, Sun Life
EOI SSO Only Available Now:
Aflac, The Hartford, Lincoln, Reliance Standard, Unum, Voya
Available Now:
Guardian, MetLife (Early Adopters), Prudential (Early Adopters)
Available for:
Guardian, MetLife
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
PRUDENTIAL
Member Portal API
ALLSTATE BENEFITS
Member Portal SSO
METLIFE
Enrollment API
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
