PlanSource Partners with

See the Brochure


Lincoln Financial Group offers a diverse range of financial services and solutions. With a strong focus on four core business areas — life insurance, annuities, retirement plan services, and group protection — the business is built around supporting, preserving, and enhancing our customer’s lifestyles and providing better retirement outcomes.

Learn More

Together


PlanSource enables the efficient sale and effective distribution of Lincoln’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.

See a Demo

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-based technology helps employers with benefits shopping, enrollment, billing, compliance and administration.

Learn More

How Do PlanSource and Lincoln Work Together?

As a valued partner of the PlanSource Advantage program, Lincoln provides monetary credits when employers offer Lincoln 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?

Lincoln offers these product lines that are eligible for PSA credits on PlanSource to groups with 201 eligible employees or more

accident

Accident

life

Basic Life

Basic Accidental Death and Dismemberment

criticalillness

Critical Illness

Dental

Long Term Disability

Short Term Disability

Vision

Voluntary AD&D

Voluntary Long Term Disability

Voluntary Short Term Disability

life

Voluntary Term Life

Why Do Employers Choose Lincoln With PlanSource?

Partner-cloud-icon

Online Benefits
Administration Platform

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

Learn More

Partner-friendly-icon

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. 

Learn More

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.

Learn More

Partner-education-icon

Educational Tools
and Content

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

Learn More

Pre-Established
Integration

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

Learn More

Partner-pricing-icon

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.

Learn More

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

Learn More

Medium
Employers

Learn More

PlanSource-Large-iconLarge
Employers

Learn More

How Do Lincoln Customers Benefit?

Complete Benefits Plans

With over 11 product lines to choose from with Lincoln, 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 Lincoln products which offset the fees for the software, making the benefits administration system even more affordable.

How Do Lincoln Insurance Brokers Benefit?

Comprehensive Choice

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

Lucrative Solutions

By paying brokers based on enrolled employees, Lincoln 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

Show Me The Videos!

Sign up for weekly demos and see PlanSource in action on your schedule

Show Me The Demos!

Have questions about the Lincoln and PlanSource partnership?

Drop Us a Line

Contact Sales in Your Area

AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

See It 

Watch The Newest Webinar

Check out our latest efforts at being thought leaders and subject matter experts while trying to solve your pressing problems.

Watch It

Read Our Latest Press

Read about us in the news – someone else probably wrote it, but it’s possible that we did too. Regardless, it’s good info.

Read It