PlanSource Partners with The Standard to Enhance the Benefits Experience

Leading financial products and services company expands partnership with PlanSource

PlanSource, a leading provider of benefits software, announced that Standard Insurance Company (The Standard) will join PlanSource Boost, a program created to enhance the benefits experience through optimized benefits shopping, simplified billing, preferred pricing and integrations that provide a real-time customer experience.

“We’re excited to expand our long-standing partnership with PlanSource,” said Dayna Kirk, assistant vice president of Voluntary at The Standard. “This partnership allows us to make the connection between our brokers and clients more seamless — enabling an improved customer experience.”

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The Standard, a leading provider of financial protection products and services for employers and individuals, has had a formal partnership with PlanSource since 2009 and is committed to providing an outstanding customer experience. This expanded, multi-year partnership comes at a time when employers are competing for talent in an increasingly tight labor market and employer-provided benefits can play a significant role in attracting and retaining top talent.

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The Boost program was designed to drive game-changing ease, convenience and familiarity for employees and HR teams using the PlanSource benefits technology platform. When employers purchase one or more products from The Standard, they receive:

  • Preferred pricing – A simple, discounted price for the PlanSource benefits technology platform.
  • An optimized employee experience – access to consumer marketing experts, educational materials, tips and best practices to help guide employees to the right benefits.
  • Simple consolidated billing and payment – PlanSource provides self-billing services for the products offered from Boost carriers, saving HR teams time by eliminating the need to reconcile bills.
  • Industry-leading integrations – PlanSource and The Standard will be rolling out state-of-the-art integrations that improve the experience for both employees and HR teams. Examples include integrations to automate the configuration of benefit plans, streamline Evidence of Insurability and enrollment transactions and easy access to The Standard’s member portals.
  • “We are thrilled to be working more closely with The Standard to reduce the complexity of delivering, managing and shopping for benefits,” said Bradley Taylor, executive vice president, Strategic Partnerships at PlanSource. “Our industry is ripe for innovation, and together with forward-thinking companies like The Standard, we aim to lead the charge and build a better benefits experience.”