Improved internal reporting for increased visibility into client changes during guided renewal including status reporting, change summaries and statistics.
PlanSource Boost is a carrier partner program created to modernize the customer experience through optimized benefits shopping, simplified billing, preferred pricing and real-time API integrations.
Guardian was the first carrier to participate in Boost and select clients are currently enrolled in a beta program. Currently, plan configuration and EOI APIs have been developed, and APIs for enrollments and access to carrier member portals are in the works.
For the Guardian beta program, the configuration API for Dental and Vision is currently available. These APIs automate setup by pulling product and rate information for Dental and Vision from Guardian’s system, eliminating customer effort and reducing errors and time to implement. Get more details about Guardian and PlanSource Boost here.
• Upgraded mobile application authentication methods including facial recognition, fingerprint and four-digit passcode.
• Compatibility with external links and integrations including: plan content links, decision support, Jellyvision’s ALEX and EOI completion.