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


when customers offer one or more Boost products


experience that’s optimized to drive engagement

Modern API integrations

that provide a real-time customer experience


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


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?


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

We know your industry and understand how to make your business stronger by helping to protect your people and building their confidence.


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:


Basic Life

Basic Accidental Death and Dismemberment

Critical Illness


Long Term Disability

Short Term Disability


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.

Learn More


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

See the Brochure

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

Read the Press Release

Request a Quote

Fill out the form below to request a quote for PlanSource Boost,
if you have a question or would like to see a demo, just submit a request for support.