Guardian Evidence of Insurability Case Study
EOI
Single
Sign-on
Automation Decision
Notification
SCROLL DOWN
Learn how Guardian’s Evidence of Insurability API with PlanSource yielded significant time savings for both the broker and customer. Both Single Sign-on and automated decision notification relieved the broker of tedious administrative tasks while increasing customer satisfaction with their benefits experience.
“PlanSource gives access to all the information I need to provide the services our customer has come to expect. Administrative tasks have been greatly reduced so I can spend more time on other needs and goals on behalf of my customer. Guardian and PlanSource’s Evidence of Insurability (EOI) API, removed the burden to have to manually review, collect and track EOI forms. This resulted in a positive open enrollment experience.”
– Senior Account Manager
Guardian’s Evidence of Insurability API
Through Boost, PlanSource and Guardian are revolutionizing the way benefits are set up and administered using state-of-the-art APIs.
SSO & Automated Decision Notification
Save time, improve your employee experience and speed up time-to-coverage with a completely automated EOI integration
Brokers
PlanSource partners directly with brokers to provide best-in-class benefits technology to their customers.
About Guardian
The broker in this case study offers most conventional services of a benefits insurance brokerage. However, their unconventional consulting services are where they have made their mark—and leveraging PlanSource technology simplified the evidence of insurability tasks, as well as other critical processes on behalf of their customer.
INDUSTRY
Hospitality
LOCATION
7 properties
EMPLOYEES
160