PlanSource Partners with
Unum is a leading provider of financial protection benefits through the workplace. The disability insurance leader in the U.S. for 39 years, Unum’s portfolio of financial protection products also includes life, accident and critical illness coverage, which help protect millions of working people and their families in the event of an illness or injury.
PlanSource enables the efficient sale and effective distribution of Unum’s financial and protection benefits 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 technology helps employers with benefits shopping, enrollment, billing and compliance.
How Do PlanSource and Unum Work Together?
As a valued partner of the PlanSource Advantage program, Unum provides monetary credits when employers offer Unum 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?
Unum offers these product lines on PlanSource to groups with 50 eligible employees and above.
Group Employer-Paid Term Life
Group Critical Illness
Group Hospital Indemnity
Why Do Employers Choose Unum 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 Unum, 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 Unum Employers Benefit?
Complete Benefits Plans
With over 10 product lines to choose from with Unum, 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 Unum products which offset the fees for the software, making the benefits administration system even more affordable.
How Does Unum 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 Unum Insurance Brokers Benefit?
By offering product lines from Unum, insurance brokers can prescribe the products that are right for their client’s employee populations.
By paying brokers based on enrolled employees, Unum 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 Unum and PlanSource partnership?
Contact Sales in Your Area
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