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Lincoln Financial Group & Boost Boost Experience Why Lincoln Financial Group Products Resources

Lincoln Financial Group & Boost

HR teams spend a significant amount of time on manual configuration of benefits. It’s time to take that time back!

The age of real-time integrations and instant access to information is upon us. And it’s essential that technology platforms and insurance carriers take full advantage of these advances to create the best customer experience possible. That’s why we created PlanSource Boost.

Through Boost, PlanSource and Lincoln Financial Group will revolutionize the way benefits are set up and administered. Through simplified billing, an optimized shopping experience and future state-of-the-art API integrations, we will save HR teams valuable hours and lead the industry into the modern age of benefits administration.

The Boost Experience

Preferred
pricing

when customers offer one or more Boost products

Employee
shopping

experience that’s optimized to drive engagement

Modern API integrations

that provide a real-time customer experience

Simplified
self-billing

that eliminates the need to reconcile carrier bills

Boost Integrations

The Future of Our Partnership

When customers select one or more products from Lincoln Financial Group through PlanSource Boost, they will have access to PlanSource’s industry-leading platform and integrations that create the best experience for employees and HR teams. Below are some examples of where PlanSource and Lincoln Financial Group will be working together in the near future to bring innovation to enhance the employee and HR experience.

Live: Single Sign-On Available Now for Employers with 1,000+ Employees

Evidence of Insurability (EOI)

Integration and automation

Employees answer EOI questions directly in the benefits shopping experience, turning a paper-heavy process into a single, automated workflow.

Key Benefits

Completed questions are sent to Lincoln Financial Group automatically
Provides faster turnaround time so employees have coverage sooner
Administrators have full visibility into workflow

Enrollment

Ensure accuracy and eliminate traditional EDI files

Allows for real-time delivery of member-level eligibility information, eliminating batch EDI files. The enrollment API removes discrepancies between PlanSource and Lincoln Financial Group's systems due to timing issues, which can lead to lack of coverage.

Key Benefits

Improved access and automated updates
Eliminates need to reconcile
Reduces errors

Future Integration

Future Integration

Plan Configuration

Simplify setup and configuration

Automates the configuration process and pulls relevant product and rate information from Lincoln Financial Group’s system, reducing customer effort and implementation time while improving the accuracy of the data.

Key Benefits

Simple plan set up that saves time
Reduces implementation time
Improves accuracy - reduces errors

Member Portal Access

Provides seamless entry for employees upon enrollment into Lincoln Financial Group’s member portal.

Key Benefits

Seamless access to the information employees need
Improves employee experience with one place to login and access Lincoln Financial Group information

Future Integration

Why choose Lincoln Financial Group?

Purposeful
Partnership

Lincoln Financial Group has a thorough understanding of our unique customers, allowing us to deliver an insightful portfolio of group benefits, designed to fit the needs of each business.