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PlanSource partnership

Integration with PlanSource for a seamless benefits experience

Reduce administrative burden and provide enhanced employee experiences through real-time data exchanges via our seamless integration with PlanSource.

These services and integrations are available for all reseller or white-labeled versions of PlanSource.

See what we offer

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Plan build and configuration support

  • Streamline administration through our assistance with Symetra benefit plan building (including supplemental options for employees, spouses and dependents).
  • Available for accident, critical illness, hospital indemnity, group life and accidental death and dismemberment (AD&D), group short-term and long-term disability.
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Automated self-bill reports

  • Streamline payment and reconciliation by automatically generating self-bill reports.
  • Ensure accurate billing with real-time premium and coverage data directly sourced from PlanSource.
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Integrated benefits decision support

  • Provide employees with a seamless educational experience on their workforce benefits.
  • Empower employees to feel confident about their elections through personalized benefits options.

Explore the latest trends and insights

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Navigating enrollment technology

Learn about a growing array of solutions that simplify benefits administration (PDF)

 

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API vs. EDI: Data transfer methods

Compare the two primary methods of data transfer to find what best meets your needs (PDF)

Want to get started?

To learn more about our PlanSource integration, contact your benefits broker or consultant.

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Symetra Life Insurance Company is the parent company of First Symetra National Life Insurance Company of New York (collectively, “Symetra”). Symetra Life Insurance Company does not solicit business in the state of New York and is not authorized to do so. Each company is responsible for its own financial obligations.

Employee benefit plans are insured by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004, and are not available in all U.S. states or any U.S. territory.

In New York, group benefits are insured by First Symetra National Life Insurance Company of New York, New York, NY. Mailing address: P.O. Box 34690, Seattle, WA 98124.

In New York, critical illness is referred to as specified disease.

Arizona policyholders, please view the exclusions and limitations for group benefits.

Screenshots are for illustrative purposes only.

PlanSource is not affiliated with Symetra Life Insurance Company or any of its affiliates.

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