
Modernizing the customer experience
Guardian & Boost
HR teams spend on average 140 hours annually with manual configuration
of benefits on their benefit administration platform.
It’s time to take that time back! Through Boost, PlanSource and Guardian are revolutionizing the way benefits are set up and administered using state-of-the-art APIs. These integrations save HR teams valuable hours while providing an optimized shopping experience and simplified billing process that will lead the industry into the modern age of benefits administration.
Why Choose Guardian
People Focused
As a mutual company, Guardian puts your needs first. We measure ourselves by how much we’ve helped people, businesses, and communities to protect their futures in life, health, and wealth. Everyone deserves a Guardian.
Group Benefits Experience
Guardian has the products, people and resources that make it easy for you to offer great benefits to your employees and their families.
Technology Leadership
Guardian was one of the first carriers to establish an integration with PlanSource and our partnership goes back more than 10 years. With more than 500 shared customers Guardian is the first carrier in PlanSource Boost.
Guardian Products
Health

Dental

Vision

Accident

Hospital Indemnity

Critical Illness

Cancer
For Life

Basic Life & Accidental Death and Dismemberment

Voluntary Term Life & Accidental Death and Dismemberment

Basic & Voluntary STD

Basic & Voluntary LTD

Absence Management
Plus, Valued Added Benefits:

Worklife Matters Employee Assistance
Boost Integrations
When customers select one or more products from Guardian, they have access to PlanSource’s industry-leading platform and integrations that create the best experience for employees and HR teams.

Note: Roadmap items and dates are subject to change. Please reach out to your sales rep with any specific roadmap questions.
Simplify Setup and Configuration
Plan Configuration API
Automates the configuration of Guardian plans on the PlanSource platform by automatically transmitting relevant product and rate information directly into PlanSource, which eliminates the need for the customer to provide detailed information on Guardian plans and rates.
Key Benefits
- Simple plan set up that saves time
- Faster implementation
- Accurate – eliminates errors
All products - Available Now!

Available Now for Early Adopters!
Ensure Accuracy and Eliminate Traditional EDI Files
Enrollment API
Allows for real-time delivery of member-level eligibility information, eliminating batch EDI files. The enrollment API removes discrepancies between the PlanSource and Guardian systems due to timing issues, which can lead to lack of coverage or poor service experience.
Key Benefits
- Improved access and automated updates
- No need to reconcile
- Reduces errors
Integration and Automation
Evidence of Insurability (EOI)
Employees answer EOI questions directly in the benefits shopping experience, turning a paper-heavy process into an automated, single workflow. Available on all products that require EOI for new coverage, re-enrollment or late entrants.
Key Benefits
- Easier for employees to get the coverage they need
- Immediate response to coverage request
- Planholder and broker do not need to get involved in the process
- Eliminates payroll issues due to delays
Available Now!

Available Now!
Seamless Access
Provider Directory
Employees can now easily search for and select dental providers for Guardian PPO and DHMO plans without leaving the PlanSource shopping experience. With just a few clicks, providers are automatically pulled into PlanSource based on location.
Key Benefits
- Easily filter by in-network or specialty
- Improves employee experience with one place to search and find providers
Hear why Guardian chooses to partner with PlanSource
Resources

PlanSource and Guardian®
Break New Ground with Fusion
of Insurance and API Technology