PlanSource Partners with
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.
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.
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.
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 100 eligible employees or more
Basic Accidental Death and Dismemberment
Long Term Disability
Short Term Disability
Voluntary Long Term Disability
Voluntary Short Term Disability
Voluntary Term Life
Why Do Employers Choose Lincoln With PlanSource?
PlanSource is a multi-carrier benefits administration platform that can be customized by employers to support various benefit models.
We know HR and aim to make your life easier by providing an experience to help you maintain control and stay compliant.
PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform that is dedicated to system stability and customer data security.
Personalize the content that displays to employees based upon demographics, location, employee type and more.
By selecting Lincoln, PlanSource offers pre-established integration for products and services that are quick to setup and support.
We guide employees through the process so that they can shop for benefits the same way they shop for other products online.
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.
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?
By offering product lines from Lincoln, insurance brokers can prescribe the products that are right for their client’s employee populations.
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
Have questions about the Lincoln and PlanSource partnership?
Contact Sales in Your Area
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