
Financial protection for the people who help you succeed
Unum & 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 Unum 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
for PlanSource technology when customers offer one or more Boost products

Employee
shopping
experience that’s optimized to drive engagement

Modern
integrations
that provides a seamless 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 Unum through PlanSource Boost, they have access to PlanSource’s industry-leading platform and integrations that create the best experience for employees and HR teams.

Single Sign-On 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 Unum automatically
- 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 PlanSource and Unum'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 Release

Future Release
Plan Configuration
Simplify setup and configuration
Automates the configuration process and pulls relevant product and rate information from Unum’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 and Provider Directory Integration
Provides seamless entry for employees upon enrollment into Unum’s member portal and allows them to search for and view available providers.
Key Benefits
- Seamless access to the information employees need
- Improves employee experience with one place to login and access Unum information

Future Release
Why choose Unum?

Leadership and Strength
Unum has led the group and individual disability benefits industry for 170 years with financial strength to bring innovative solutions and service

Valuable Relationships
Building relationships is at the heart of everything Unum does, with a goal to consistently exceed the level of partnership you expect

Respectful Process
Innovative claims management process ensures thorough evaluation of every claim and that claims are paid in a timely manner

Product Choices
To find and retain the best talent, Unum provides a wide selection of financial-protection products and services with a broad range of funding options

Connection with Employees
Unum works hard to ensure that employees understand their benefits and get the help they need, by providing top notch service and employee education

Value Added Services
Extra services that can give you more time back in your day including claim and leave insight, life planning financial and legal resources and more
Benefits Solutions to Protect What Matters Most
Unum Insurance Benefits Available with PlanSource Boost
Dental
Group Employer Paid Term Life
Group Accident
Group Critical Illness
Group Hospital Indemnity
Vision
Group Voluntary Term Life
Group Long Term Disability
Individual/Group Short Term Disability
Whole Life
Learn more about the benefits that can keep your employees going.
Resources

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

PlanSource collaborates with
Unum to simplify and modernize the
benefits experience through Boost