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PlanSource + LincSmart = working [smart]er

Linc Smart GraphicLine Plansource Logo

PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.

Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1

1 PlanSource Data as of July, 2024.

city image
 

How we can help you

Ease your day-to-day administrative burden using simple, automated workflows.

Evidence of insurability (EOI) solution

Click to Expand GraphicLine

Available now

Overview

Make it simple for your employees to submit EOI through our user-friendly connection via Single Sign-On (SSO) and receive real-time decisions from API connections on your employee platform.

Key benefits

For employers:

  • Removes the need for paper forms
  • Eliminates manual tracking of EOI decisions with real-time data exchange
  • Increases EOI completion rates

For employees:

  • Streamlined experience with real-time benefits coverage decisions
  • Simplified EOI application process limits questions about demographics and election

More than just an API solution

LincSmart is a smarter way to approach human resource challenges.

Content optimization

Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.

No additional cost for standard integrations2

Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology is important to improving the efficiency of how we deliver the quality benefits we want you to have.

Simplified self billing2

With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3

  • Boost carriers no longer need to track and send bills to customers.
  • PlanSource collects premium from customers and pays carriers directly.
  • Customers receive a self-bill for each Boost product that is generated automatically from the PlanSource system.

Preferred pricing2

Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.

Dedicated resources

We engage in regular contact to discuss in-progress client onboarding, product enhancements, integration road mapping, and escalation support.

2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.

3 PlanSource data, 2024.

 
 

Explore all our other partnerships powered by LincSmart.

 

[Connect] with us to see how LincSmart can help.

Polygon

Privacy | Legal | ©2024 Lincoln National Corporation


Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.


LCN-6853803-080124
11/24 Z05
Order code: GP-LSMS-IDE001

PlanSource + LincSmart = working [smart]er

Linc Smart GraphicLine Plansource Logo

PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.

Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1

1 PlanSource Data as of July, 2024.

city image
 

How we can help you

Ease your day-to-day administrative burden using simple, automated workflows.

Evidence of insurability (EOI) solution

Click to Expand GraphicLine

Available now

Overview

Make it simple for your employees to submit EOI through our user-friendly connection via Single Sign-On (SSO) and receive real-time decisions from API connections on your employee platform.

Key benefits

For employers:

  • Removes the need for paper forms
  • Eliminates manual tracking of EOI decisions with real-time data exchange
  • Increases EOI completion rates

For employees:

  • Streamlined experience with real-time benefits coverage decisions
  • Simplified EOI application process limits questions about demographics and election

More than just an API solution

LincSmart is a smarter way to approach human resource challenges.

Content optimization

Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.

No additional cost for standard integrations2

Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology is important to improving the efficiency of how we deliver the quality benefits we want you to have.

Simplified self billing2

With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3

  • Boost carriers no longer need to track and send bills to customers.
  • PlanSource collects premium from customers and pays carriers directly.
  • Customers receive a self-bill for each Boost product that is generated automatically from the PlanSource system.

Preferred pricing2

Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.

Dedicated resources

We engage in regular contact to discuss in-progress client onboarding, product enhancements, integration road mapping, and escalation support.

2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.

3 PlanSource data, 2024.

 
 

Explore all our other partnerships powered by LincSmart.

 

[Connect] with us to see how LincSmart can help.

Polygon

Privacy | Legal | ©2024 Lincoln National Corporation


Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.


LCN-6853803-080124
11/24 Z05
Order code: GP-LSMS-IDE001

Plansource + LincSmart = working [smart]er

PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.

Linc Smart Plansource Logo

Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1

1 PlanSource Data as of July, 2024.

city image
 

How we can help you

Ease your day-to-day administrative burden using simple, automated workflows.

Evidence of insurability (EOI) solution

Click to Expand GraphicLine

Available now

Overview

Make it simple for your employees to submit EOI through our user-friendly connection via Single Sign-On (SSO) and receive real-time decisions from API connections on your employee platform.

Key benefits

For employers:

  • Removes the need for paper forms
  • Eliminates manual tracking of EOI decisions with real-time data exchange
  • Increases EOI completion rates

For employees:

  • Streamlined experience with real-time benefits coverage decisions
  • Simplified EOI application process limits questions about demographics and election

More than just an API solution

LincSmart is a smarter way to approach human resource challenges.

Content optimization

Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.

No additional cost for standard integrations2

Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology is important to improving the efficiency of how we deliver the quality benefits we want you to have.

Preferred pricing2

Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.

Simplified self billing2

With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3

  • Boost carriers no longer need to track and send bills to customers.
  • PlanSource collects premium from customers and pays carriers directly.
  • Customers receive a self-bill for each Boost product that is generated automatically from the PlanSource system.

2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.

3 PlanSource data, 2024.

Dedicated resources

We engage in regular contact to discuss in-progress client onboarding, product enhancements, integration road mapping, and escalation support.

 
 

Explore all our other partnerships powered by LincSmart.

 

[Connect] with us to see how LincSmart can help.

Polygon

Privacy | Legal | ©2024 Lincoln National Corporation


Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.


LCN-6853803-080124
11/24 Z05
Order code: GP-LSMS-IDE001

Plansource + LincSmart = working [smart]er

Linc Smart GraphicLine Plansource Logo

PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.

Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1

1 PlanSource Data as of July, 2024.

city image
 

How we can help you

Ease your day-to-day administrative burden using simple, automated workflows.

GraphicLine

Evidence of insurability (EOI) solution

Available now

Overview

Make it simple for your employees to submit EOI through our user-friendly connection via Single Sign-On (SSO) and receive real-time decisions from API connections on your employee platform.

Key benefits

For employers:

  • Removes the need for paper forms
  • Eliminates manual tracking of EOI decisions with real-time data exchange
  • Increases EOI completion rates

For employees:

  • Streamlined experience with real-time benefits coverage decisions
  • Simplified EOI application process limits questions about demographics and election
GraphicLine

Plan design API

Coming in 2025

Overview

Build an error-free plan in minutes with plan data, including rules and rates, automatically flowing from Lincoln.

Key benefits

  • Saves time by allowing plan information like rules and rates to flow from Lincoln to your enrollment system automatically
GraphicLine

Enrollment API

Coming in 2025

Overview

Sync employee elections and demographic information in real time with an enabled benefits platform.

Key benefits

  • Ensures employee elections and demographic information are synced in real-time with benefits platforms
  • Reduces errors by implementing a standard format
  • Eliminates lengthy wait times that occur with weekly batch transmissions

More than just an API solution

LincSmart is a smarter way to approach human resource challenges.

Content optimization

Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.

No additional cost for standard integrations2

Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology is important to improving the efficiency of how we deliver the quality benefits we want you to have.

Preferred pricing2

Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.

Boost billing2

With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3

  • Boost carriers no longer need to track and send bills to customers.
  • PlanSource collects premium from customers and pays carriers directly.
  • Customers receive a self-bill for each Boost product that is generated automatically from the PlanSource system.

Dedicated resources

We engage in regular contact to discuss in-progress client onboarding, product enhancements, integration road mapping, and escalation support.

2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.

3 PlanSource data, 2024.

light streaks
 

Explore all our other partnerships powered by LincSmart.

 

[Connect] with us to see how LincSmart can help.

Polygon

Privacy | Legal | ©2024 Lincoln National Corporation


Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

LCN-6853803-080124
11/24 
Z05
Order code: GP-LSMS-IDE001