Prudential & 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 Prudential are revolutionizing 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
The Future of our Partnership
When customers select one or more products from Prudential through PlanSource Boost, they have access to PlanSource’s industry-leading platform and integrations that create the best experience for employees and HR teams.
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.
- Completed questions are sent to Prudential 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 the PlanSource and Prudential systems due to timing issues, which can lead to lack of coverage.
- Improved access and automated updates
- Eliminates need to reconcile
- Reduces errors
Plan Configuration API
Simplify setup and configuration
Automates the configuration process and pulls relevant product and rate information from Prudential’s system, reducing customer effort and implementation time while improving the accuracy of the data.
- Simple plan set up that saves time
- Reduces implementation time
- Improves accuracy - reduces errors
Member Portal Integration
Provides seamless entry for employees upon enrollment into Prudential’s member portal.
- Seamless access to the information employees need
- Improves employee experience with one place to login and access Prudential information
Why Choose Prudential
Over 14 million people at nearly 2,700 organizations large and small rely on Prudential for group insurance (Prudential Group Insurance data as of 1/1/2020)
Prudential strives to create long-term value through strong business fundamentals, consistent with their mission guided by the vision and directed by the company's core values.
Your employees work hard, Prudential provides a robust suite of solutions to help people, their families, and their employers move forward when the unexpected happens
Prudential invests heavily in its people, processes, and technology to help simplify and improve the customer experience
Prudential delivers a holistic approach to help employees create and protect their financial wellness. Their benefits come embedded with a full suite of digital and in-person financial education and tools
Prudential is committed to keeping their promises and doing business the right way.
Prudential Products Available with PlanSource Boost
Life and AD&D
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.