Financial protection for the people who help you succeed

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We are proud to have Unum as a part of the PlanSource Advantage Program, an exclusive partnership arrangement with leading national carriers that gives employers access to popular benefits plans and makes our system quicker to implement and more affordable.

Why Choose Unum With PlanSource

Leadership and Strength

Unum has led the group and individual disability benefits industry for more than 165 years with financial strength to bring innovative solutions and service

Valuable Relationships

Building relationships is at the heart of everything Unum does, with a goal to consistently exceed the level of partnership you expect

Respectful Process

Innovative claims management process ensures thorough evaluation of every claim and that claims are paid in a timely manner

Product Choices

To find and retain the best talent, Unum provides a wide selection of financial-protection products and services with a broad range of funding options

Product Choices

To find and retain the best talent, Unum provides a wide selection of financial-protection products and services with a broad range of funding options

Value Added Services

Extra services that can give you more time back in your day including claim and leave insight, life planning financial and legal resources and more

How We Work Together

PlanSource and Unum make it easy for employers to offer the right employee benefits with an intuitive and mobile-friendly benefits administration system and a complete portfolio of insurance products. Data is transferred to Unum real-time during initial enrollment and weekly for life event changes. Employers with over 50 employees qualify for credits with Unum. 

How Does the PlanSource Advantage Program Work?

The employer selects the insurance products they wish to offer to their employees, employees enroll in those products. Then the employer receives credits each month off of their invoice from PlanSource based on the number of enrolled employees.

“Together, PlanSource and Unum have a strong technology integration that would allow for a quick turnaround to meet the enrollment timeframe for the client and a credit program that provided offsets based on enrolled employees.”

- A Happy Broker

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