Case study:
Client: The Motley Fool
Industry: Financial
Size: 400 employees
Location: Virtual
Lincoln products and services: Life, disability, voluntary benefits, absence management
The Motley Fool worked with another carrier that relied on a manual benefits administration process, which was slow, inefficient, required excessive paperwork, and led to claim delays. It wanted an integrated process that would:
Working with LincSmart®, the streamlined benefits administration process saved The Motley Fool time throughout the process, in some cases from months to immediate. It also improved the benefits experience for HR and employees.
“Lincoln’s collaboration with UKG allows us to seamlessly manage our EOI process. Due to the integration, employees can quickly complete their EOI, and most are auto-approved, with the results accurately reflected in UKG immediately. It’s much more efficient this way and saves everyone a significant amount of time!”
— Holly Andersen, Benefits Champion, The Motley Fool
With Lincoln’s LincSmart® technology, The Motley Fool could transition to an automated process, saving time and improving accuracy. Through its collaboration with UKG Pro Benefits Administration (technology powered by PlanSource), LincSmart significantly reduced the human resources (HR) team’s workload and enhanced the enrollment and claims experiences for employees. Changes included:
With a single sign-on, employees have easy access to the EOI application and receive real-time benefits enrollment decisions through an API to The Motley Fool’s employee platform.
HR receives an automated notification when an employee goes on leave, ensuring compliance.
The employer section of short-term disability (STD) claims has been automated, reducing HR involvement.
Source: The Motley Fool internal data, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
Insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, which does not solicit business in New York, nor is it licensed to do so. In New York, insurance products are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY. Both are Lincoln Financial companies. Product availability and/or features may vary by state. Limitations and exclusions apply.
The Motley Fool is not an affiliate of Lincoln Financial.
LCN-8227087-072925
9/25 Z08
Order code: GP-LSMS-IDE001
Case study:
Client: The Motley Fool
Industry: Financial
Size: 400 employees
Location: Virtual
Lincoln products and services: Life, disability, voluntary benefits, absence management
The Motley Fool worked with another carrier that relied on a manual benefits administration process, which was slow, inefficient, required excessive paperwork, and led to claim delays. It wanted an integrated process that would:
Working with LincSmart®, the streamlined benefits administration process saved The Motley Fool time throughout the process, in some cases from months to immediate. It also improved the benefits experience for HR and employees.
“Lincoln’s collaboration with UKG allows us to seamlessly manage our EOI process. Due to the integration, employees can quickly complete their EOI, and most are auto-approved, with the results accurately reflected in UKG immediately. It’s much more efficient this way and saves everyone a significant amount of time!”
— Holly Andersen, Benefits Champion, The Motley Fool
With Lincoln’s LincSmart® technology, The Motley Fool could transition to an automated process, saving time and improving accuracy. Through its collaboration with UKG Pro Benefits Administration (technology powered by PlanSource), LincSmart significantly reduced the human resources (HR) team’s workload and enhanced the enrollment and claims experiences for employees. Changes included:
With a single sign-on, employees have easy access to the EOI application and receive real-time benefits enrollment decisions through an API to The Motley Fool’s employee platform.
HR receives an automated notification when an employee goes on leave, ensuring compliance.
The employer section of short-term disability (STD) claims has been automated, reducing HR involvement.
Source: The Motley Fool internal data, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
Insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, which does not solicit business in New York, nor is it licensed to do so. In New York, insurance products are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY. Both are Lincoln Financial companies. Product availability and/or features may vary by state. Limitations and exclusions apply.
The Motley Fool is not an affiliate of Lincoln Financial.
LCN-8227087-072925
9/25 Z08
Order code: GP-LSMS-IDE001
Case study:
Client: The Motley Fool
Industry: Financial
Size: 400 employees
Location: Virtual
Lincoln products and services: Life, disability, voluntary benefits, absence management
The Motley Fool worked with another carrier that relied on a manual benefits administration process, which was slow, inefficient, required excessive paperwork, and led to claim delays. It wanted an integrated process that would:
Working with LincSmart®, the streamlined benefits administration process saved The Motley Fool time throughout the process, in some cases from months to immediate. It also improved the benefits experience for HR and employees.
“Lincoln’s collaboration with UKG allows us to seamlessly manage our EOI process. Due to the integration, employees can quickly complete their EOI, and most are auto-approved, with the results accurately reflected in UKG immediately. It’s much more efficient this way and saves everyone a significant amount of time!”
— Holly Andersen, Benefits Champion, The Motley Fool
With Lincoln’s LincSmart® technology, The Motley Fool could transition to an automated process, saving time and improving accuracy. Through its collaboration with UKG Pro Benefits Administration (technology powered by PlanSource), LincSmart significantly reduced the human resources (HR) team’s workload and enhanced the enrollment and claims experiences for employees. Changes included:
With a single sign-on, employees have easy access to the EOI application and receive real-time benefits enrollment decisions through an API to The Motley Fool’s employee platform.
HR receives an automated notification when an employee goes on leave, ensuring compliance.
The employer section of short-term disability (STD) claims has been automated, reducing HR involvement.
Source: The Motley Fool internal data, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
Insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, which does not solicit business in New York, nor is it licensed to do so. In New York, insurance products are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY. Both are Lincoln Financial companies. Product availability and/or features may vary by state. Limitations and exclusions apply.
The Motley Fool is not an affiliate of Lincoln Financial.
LCN-8227087-072925
9/25 Z08
Order code: GP-LSMS-IDE001
Case study:
The Motley Fool worked with another carrier that relied on a manual benefits administration process, which was slow, inefficient, required excessive paperwork, and led to claim delays. It wanted an integrated process that would:
Working with LincSmart®, the streamlined benefits administration process saved The Motley Fool time throughout the process, in some cases from months to immediate. It also improved the benefits experience for HR and employees.
With Lincoln’s LincSmart® technology, The Motley Fool could transition to an automated process, saving time and improving accuracy. Through its collaboration with UKG Pro Benefits Administration (technology powered by PlanSource), LincSmart significantly reduced the human resources (HR) team’s workload and enhanced the enrollment and claims experiences for employees. Changes included:
With a single sign-on, employees have easy access to the EOI application and receive real-time benefits enrollment decisions through an API to The Motley Fool’s employee platform.
HR receives an automated notification when an employee goes on leave, ensuring compliance.
The employer section of short-term disability (STD) claims has been automated, reducing HR involvement.
“Lincoln’s collaboration with UKG allows us to seamlessly manage our EOI process. Due to the integration, employees can quickly complete their EOI, and most are auto-approved, with the results accurately reflected in UKG immediately. It’s much more efficient this way and saves everyone a significant amount of time!”
— Holly Andersen, Benefits Champion,
The Motley Fool
Client: The Motley Fool
Industry: Financial
Size: 400 employees
Location: Virtual
Lincoln products and services: Life, disability, voluntary benefits, absence management
Source: The Motley Fool internal data, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
Insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, which does not solicit business in New York, nor is it licensed to do so. In New York, insurance products are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY. Both are Lincoln Financial companies. Product availability and/or features may vary by state. Limitations and exclusions apply.
The Motley Fool is not an affiliate of Lincoln Financial.
LCN-8227087-072925
9/25 Z08
Order code: GP-LSMS-IDE001