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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


for PlanSource technology when customers offer one or more Boost products


experience that’s optimized to drive engagement


that provides a seamless 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 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


Group Employer Paid Term Life

Group Accident

Group Critical Illness

Group Hospital Indemnity


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.

Learn More


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

See the Brochure

PlanSource and
Unum increase participation
by 34%

See the Case Study

PlanSource collaborates with
Unum to simplify and modernize 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.