Benefit experiences that help create and protect financial wellness

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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

Boost Integrations

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.

Available Now

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 Prudential automatically
  • Immediate response to coverage request
  • Provides faster turnaround time so employees have coverage sooner
  • Administrators have full visibility into workflow

Enrollment API

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. 

Key Benefits

  • Improved access and automated updates
  • Eliminates need to reconcile
  • Reduces errors


Future Integration



Future Integration

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.

Key Benefits

  • 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.

Key Benefits

  • Seamless access to the information employees need
  • Improves employee experience with one place to login and access Prudential information

Future Integration


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.

Rest Easy

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

A Better
Claims Experience

Prudential invests heavily in its people, processes, and technology to help simplify and improve the customer experience

Invest in
Your Employees

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


Critical Illness

Hospital Indemnity

Life and AD&D

Long-Term Disability

Short-Term Disability

Learn More about how Prudential’s robust product portfolio helps people, their families, and their employers move forward when unexpected challenges arise.

Learn More


Learn more about how PlanSource
and Prudential partner to
provide the best experience

See the Brochure

Hear Ketty Trivedi of Prudential
discuss how employers can
address financial challenges 


Prudential expands partnership
and joins PlanSource Boost to create
a modern benefits experience

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.


Group Insurance coverage[s] [is] [are] issued by The Prudential Insurance Company of America, a Prudential Financial company, Newark, NJ. The Booklet-Certificate contains all details, including any policy exclusions, limitations, and restrictions, which may apply. Contract Series: 83500