PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.
Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1
1 PlanSource data as of July 2024.
Ease your day-to-day administrative burden using simple, automated workflows.
Make it simple for your employees to submit EOI through our user-friendly connection via single sign-on (SSO) and receive real-time decisions from API connections on your employee platform.
For employers:
For employees:
LincSmart is a smarter way to approach human resource challenges.
Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.
Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology enables us to improve the efficiency of delivering our quality benefits to you.
With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3
Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.
Meet regularly to discuss in-progress client onboarding, product enhancements, integration road mapping and escalation support.
2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.
3 PlanSource data, 2024.
Explore other partnerships powered by LincSmart.
[Connect] with us to see how LincSmart can help.
Privacy | Legal | © 2025 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
ADP, bswift, Businessolver, Cason Group, Centro, Employee Navigator, HBD, The Motley Fool, PlanSource, Selerix, ThreeFlow, and Workday are not affiliates of Lincoln Financial.
LCN-8388709-091225
10/25 Z09
Order code: GP-LSMS-IDE001
PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.
Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1
1 PlanSource data as of July 2024.
Ease your day-to-day administrative burden using simple, automated workflows.
Make it simple for your employees to submit EOI through our user-friendly connection via single sign-on (SSO) and receive real-time decisions from API connections on your employee platform.
For employers:
For employees:
LincSmart is a smarter way to approach human resource challenges.
Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.
Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology enables us to improve the efficiency of delivering our quality benefits to you.
With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3
Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.
Meet regularly to discuss in-progress client onboarding, product enhancements, integration road mapping and escalation support.
2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.
3 PlanSource data, 2024.
Explore other partnerships powered by LincSmart.
[Connect] with us to see how LincSmart can help.
Privacy | Legal | © 2025 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
ADP, bswift, Businessolver, Cason Group, Centro, Employee Navigator, HBD, The Motley Fool, PlanSource, Selerix, ThreeFlow, and Workday are not affiliates of Lincoln Financial.
LCN-8388709-091225
10/25 Z09
Order code: GP-LSMS-IDE001
PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.
Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1
1 PlanSource data as of July 2024.
Ease your day-to-day administrative burden using simple, automated workflows.
Make it simple for your employees to submit EOI through our user-friendly connection via single sign-on (SSO) and receive real-time decisions from API connections on your employee platform.
For employers:
For employees:
LincSmart is a smarter way to approach human resource challenges.
Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.
Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology enables us to improve the efficiency of delivering our quality benefits to you.
Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.
With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3
2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.
3 PlanSource data, 2024.
Meet regularly to discuss in-progress client onboarding, product enhancements, integration road mapping and escalation support.
Explore other partnerships powered by LincSmart.
[Connect] with us to see how LincSmart can help.
Privacy | Legal | © 2025 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
ADP, bswift, Businessolver, Cason Group, Centro, Employee Navigator, HBD, The Motley Fool, PlanSource, Selerix, ThreeFlow, and Workday are not affiliates of Lincoln Financial.
LCN-8388709-091225
10/25 Z09
Order code: GP-LSMS-IDE001
PlanSource automates and streamlines every aspect of employee benefits programs, so human resources can spend less time on benefits administration tasks and more time where it matters.
Its powerful platform configurability, strong industry partnerships and relentless commitment to creating wildly successful customer experiences are why more than 3,500 employers and five million consumers trust PlanSource as their benefits platform.1
1 PlanSource data as of July 2024.
Ease your day-to-day administrative burden using simple, automated workflows.
Make it simple for your employees to submit EOI through our user-friendly connection via single sign-on (SSO) and receive real-time decisions from API connections on your employee platform.
For employers:
For employees:
Build an error-free plan in minutes with plan data, including rules and rates, automatically flowing from Lincoln.
Sync employee elections and demographic information in real time with an enabled benefits platform.
LincSmart is a smarter way to approach human resource challenges.
Consumer marketing experts optimize the shopping experience to create the best environment for employees to understand the benefits they’re enrolling in. This unique experience includes consumer-friendly language, educational resources, benefits calculators and helpful videos to guide employees to the right benefits.
Standard Boost EDI and API integrations are available at no additional cost for employers. This helpful technology enables us to improve the efficiency of delivering our quality benefits to you.
Customers who choose at least one qualified Boost product line will receive special preferred pricing for a modern and intuitive benefits shopping experience.
With PlanSource Boost, employers no longer need to reconcile carrier-provided bills, which saves them about 40 hours each month.3
Meet regularly to discuss in-progress client onboarding, product enhancements, integration road mapping and escalation support.
2 Applies to direct business connections. Exclusions apply, for more information talk to your PlanSource representative.
3 PlanSource data, 2024.
Explore other partnerships powered by LincSmart.
Employer solutions
Broker solutions
Retirement solutions
[Connect] with us to see how LincSmart can help.
Privacy | Legal | © 2025 Lincoln National Corporation
Lincoln Financial is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.
ADP, bswift, Businessolver, Cason Group, Centro, Employee Navigator, HBD, The Motley Fool, PlanSource, Selerix, ThreeFlow, and Workday are not affiliates of Lincoln Financial.
LCN-8388709-091225
10/25 Z09
Order code: GP-LSMS-IDE001