
Protect and prepare people financially, driving their confidence and optimism for the future
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.
Group Benefits
Experience
We know your industry and understand how to make your business stronger by helping to protect your people and building their confidence.
Purpose-Built
Solutions
With a diverse portfolio of employee benefit capabilities, we listen and create purpose-built solutions that can fit you perfectly.
Commitment to
Your Needs
We are driven to stay in-step with your needs through constant innovation and timely insights.
Benefits that Can Help You
Every Day – Now and in the Future
Lincoln Financial Group Insurance Benefits Available with PlanSource Boost:

Accident

Basic Life

Basic Accidental Death and Dismemberment

Critical Illness

Dental

Long Term Disability

Short Term Disability

Vision

Voluntary AD&D

Voluntary Long Term Disability

Voluntary Short Term Disability

Voluntary Term Life
Learn more about how these benefits can help your employees plan and prepare a strong financial plan.
Resources

Learn more about how PlanSource
and Lincoln Financial Group partner
to provide the best experience

Lincoln Financial Group partners
with PlanSource to simplify the
benefits experience through Boost