Check out our new engagement platform for a more accessible OE
PlanSource Boost
Working together to revolutionize the world of benefits

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.

Modern API
integrations
Preferred
pricing
Optimized consumer
experience
Simplified
billing

Modern API Integrations

Provide a real-time customer experience that modernizes the benefits administration platform and saves valuable time for HR teams.
;
PLAN CONFIGURATION
Automates the setup and renewal process, eliminating errors

Available Now:
Guardian

;
ENROLLMENT
Eliminates batch EDI files and related timing issues

Available Now:
Guardian

;
EVIDENCE OF INSURABILITY
For seamless shopping and automated decision notification

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

;
MEMBER PORTAL
Single sign-on access to carrier portal within benefits shopping experience

Available Now:
Guardian, MetLife (Early Adopters), Prudential (Early Adopters)

;
PROVIDER DIRECTORY
Employees can easily search for and select providers for certain products within PlanSource

Available for:
Guardian, MetLife

Preferred Pricing
Customers choose at least 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 including resources, tools and videos to guide employees to the right benefits. 
Simplified Self-Billing

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
*Does not apply to reseller partners
The Boost APIs are so easy to use. All the info pulled over from the carrier, including voluntary plans with age-banded rates and complex rules. It was automatically configured and 100% accurate! I love the new videos and page content for employees, too!
Courtney Pilla
Account Manager, AccessHR
2022 Boost Roadmap*
APIs coming in 2022 with Boost Carriers

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

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.
Latest Partner News
PlanSource Unveils New Partner Marketplace

PlanSource Unveils New Partner Marketplace

Recent Resources
Famlee | Weekly Source: Shelley Bailey
Famlee | Weekly Source: Shelley Bailey
SAP
SAP
Partner of the Week: Nest Collaborative
Partner of the Week: Nest Collaborative
Latest News
PlanSource Announces 13 New Partners Joining Partner Marketplace in Q3

PlanSource Announces 13 New Partners Joining Partner Marketplace in Q3