PlanSource Partners with

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Colonial Life & Accident Insurance Company is a leader in providing financial protection benefits through the workplace, including disability, life, accident, cancer, critical illness and hospital confinement indemnity insurance. The company’s benefit services and education, innovative enrollment technology and personal service support more than 80,000 businesses.

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Together


PlanSource enables the efficient sale and effective distribution of Colonial’s health and wellness products through its configurable benefits engagement system. PlanSource can be administered by employers, or configured as an exchange that can be sponsored by governments, insurers, brokers, technology companies and even large employers.

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PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud technology helps employers with benefits shopping, enrollment, billing and compliance.

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How Do PlanSource and Colonial Life Work Together?

As a valued partner of the PlanSource Advantage program, Colonial Life provides monetary credits when employers offer Colonial Life products to their employees and those employees participate. These credits apply toward the software subscription fees, which lowers the cost of the PlanSource system.

What Products Are Available?

Colonial Life offers these product lines on PlanSource to groups with 100 eligible employees and above.

accident

Accident

cancer

Cancer

criticalcare

Critical Care

criticalillness

Critical Illness

PlanSource-Hospital-Icon

Hospital Indemnity

STD

Short Term Disability

life

Term Life

life

Universal Life

life

Whole Life

Why Do Employers Choose Colonial Life With PlanSource?

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Online Benefits
Administration Platform

PlanSource is a multi-carrier benefits administration platform that can be customized by employers to support various benefit models.

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Comprehensive
Administrative Experience

We know HR and aim to make your life easier by providing an experience to help you maintain control and stay compliant. 

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Compliant
and Secure

PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform that is dedicated to system stability and customer data security.

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Educational Tools
and Content

Personalize the content that displays to employees based upon demographics, location, employee type and more.

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Pre-Established
Integration

By selecting Colonial Life, PlanSource offers pre-established integration for products and services that are quick to setup and support.

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Consumer-Friendly
Shopping

We guide employees through the process so that they can shop for benefits the same way they shop for other products online.

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PlanSource Serves Employers of All Sizes

It’s becoming increasingly costly and complex for employers to manage their benefits programs and ensure compliance.
PlanSource provides companies of all sizes with an affordable technology platform to efficiently manage their benefits and human resources programs.

Small
Employers

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Medium
Employers

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Employers

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How Do Colonial Life Employers Benefit?

Complete Benefits Plans

With 9 product lines to choose from with Colonial Life, employers are able to offer their employees a comprehensive selection of insurance products and services.

Happier Employee Populations

By making informed choices and selecting benefits that are right for them, employees will be more dedicated to their work and productive for their employers.

Affordable Benefits Administration

Take advantage of credits based on enrolled employees in Colonial Life products which offset the fees for the software, making the benefits administration system even more affordable.

How Does Colonial Life Benefit?

Increased Lines of Coverage

Our PSA partners offer financial incentives to employers, which increases the likelihood of their product being selected by an employer and enrolled in by employees. 

Increased Customer Retention

PlanSource customers stay PlanSource customers by providing a best in class benefits and human capital solution that is a one stop shop for all of their HR needs.

Increased Employee Participation

PlanSource provides educational content by product and decision support tools which helps employees understand the product offerings and enroll in the right benefits.

How Do Colonial Life Insurance Brokers Benefit?

Comprehensive Choice

By offering product lines from Colonial Life, insurance brokers can prescribe the products that are right for their client’s employee populations.

Lucrative Solutions

By paying brokers based on enrolled employees, Colonial Life offsets the fees for the software which make the benefits administration system even more profitable.

Awesome Customer Experience

With an experienced service team and competitive carrier program whose credits offset the price of the software, we help your customers stay your customers.

See PlanSource in Action

Watch short videos of the PlanSource benefits administration system in action

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Have questions about the Colonial Life and PlanSource partnership?

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