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PlanSource Highlights Success with Guardian Life Insurance Company of America

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PlanSource Highlights Success with Guardian Life Insurance Company of America

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May 29, 2012
By Tanya Palta
TMCnet Contributing Writer

PlanSource Holdings has successfully completed its preliminary first-year rollout of the PlanSource benefits administration system for The Guardian Life Insurance Company of America.

The cloud-based HR and healthcare SaaS (News - Alert) technology company looks to expand its product suite by using the PlanSource multi-carrier technology platform, and their work with Guardian Life Insurance Company of America highlights their commitment to their philosophy. 


PlanSource essentially works in tandem with the back office HR and offers a plethora of integrated services including payroll, benefits administration, decision support and HRMS technology, by partnering with insurance carrier and broker organizations.

"We engaged PlanSource with some very specific objectives in mind," said Chris Swanker, Guardian vice president of Worksite and Specialty Markets for Guardian. "We were looking to provide additional value to our brokers, using the advanced capabilities of the PlanSource multi-carrier technology platform as a differentiator, while at the same time increasing sales and expanding the penetration of our product suite."

Guardian's EnrollmentWorks program includes a wide array of services offered by PlanSource, whose agreement with Guardian allows businesses with 50+ employees to manage all their benefits carriers on a single online system. The online portal, in turn, simplifies administration processes. This is done mainly by providing complete access to portfolio of benefits, irrespective of carrier, from any location – tools to compare benefits and view plan summaries.  

"The reception from both our brokers and their employer customers was overwhelmingly positive,” continued Swanker. “PlanSource delivered on all of our key metrics, such as the ability for Guardian to both drive new business and increase retention rates for existing business, and most importantly, to provide high rates of customer satisfaction and increased visibility for our EnrollmentWorks program."

One also gains access to detailed employee information, full records of employee changes and authorization to view and edit bills. GuardianAnytime.com is Guardian's proprietary enrollment site.

"Our first-year results with Guardian validate our position as a leader in changing the way employee benefits are delivered and managed in the U.S.," said Scott Carver, President of PlanSource. "In addition to the many benefits our platform delivers for employers - its ease of use, enhanced administrative efficiency, cost savings, and powerful reporting capabilities - we were able to deliver on our mission of making our carrier and broker partners more successful."




Edited by Braden Becker

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