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 Lincoln Financial Group 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.
Insurability (EOI)
SINGLE SIGN ON & DECISION NOTIFICATION – AVAILABLE NOW
- Completed questions are sent to Lincoln Financial Group automatically
- Provides faster turnaround time so employees have coverage sooner
- Administrators have full visibility into workflow
Enrollment
Allows for real-time delivery of member-level eligibility information, eliminating batch EDI files. The enrollment API removes discrepancies between PlanSource and Lincoln Financial Group’s systems due to timing issues, which can lead to lack of coverage.
- Improved access and automated updates
- Eliminates need to reconcile
- Reduces errors
Automates the configuration process and pulls relevant product and rate information from Lincoln Financial Group’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
Access
Provides seamless entry for employees upon enrollment into Lincoln Financial Group’s member portal.
- Seamless access to the information employees need
- Improves employee experience with one place to login and access Lincoln Financial Group information
Partnership
Experience
Solutions
to Your Needs
Learn more about how PlanSource and Lincoln Financial Group partner to provide the best experience
Lincoln Financial Group partners with PlanSource to simplify the benefits experience through Boost
