Lincoln and Workday® have collaborated to expand workplace administration via Workday Wellness.
Workday Wellness is an AI powered platform that is designed to help clients understand, personalize and support continuous improvement in their financial wellness and benefits offerings based on real time data and employee-use metrics.
Help ease your day-to-day administrative tasks and improve data accuracy using simple, automated workflows.
Available now
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.
1 Based on the observed results, such as The Motley Fool case study. Individual employer outcomes may vary depending on historical completion rates and employee engagement.
Available now
Initiate absence and intermittent leave from Workday Wellness and receive automatic status updates through our LincSmart-powered API. Less manual reconciliation, fewer rescinds and greater system consistency help simplify administration.
Future release
Designed to minimize manual data entry and improve coverage accuracy. This LincSmart-powered API provides automated eligibility data exchange to help reduce delays and increase accuracy across enrollment and claims journeys.
Available now
Share important benefits information directly in Workday®. A ready-made library of employee communication cards cover benefits education, decision tools, claims and leave support, wellness reminders and financial wellness access (WellnessPATH®). You review and approve the cards before they appear in your Workday® enrollment, Benefits & Pay Hub and home page.
Workday® Wellness enhances the way companies manage their benefits offerings. Lincoln’s proud to develop these solutions alongside Workday® so our brokers, employers and their employees can enjoy these advancements:
Lincoln meets your organization where you are and grows with you. As an early collaborator with Workday Wellness, we have several capabilities built and ready to deploy.
Simplify EOI with single sign-on (SSO) directly from Workday and accelerate EOI submission with pre-populated information for a streamlined experience and higher completion rates. Easily access Lincoln’s EOI medical questions within the enrollment experience, receiving automated decisions from Lincoln through our API to save time and support higher completion rates of EOIs.
Connect employees to important benefits information in Workday, when and where it matters most. A ready-made library of employee communication cards cover benefits education, decision tools, claims and leave support, wellness reminders and financial wellness access (WellnessPATH®). You review and approve the cards before they appear in your Workday® enrollment, Benefits & Pay Hub and home page experiences.
Designed to minimize manual data entry and support coverage accuracy with an automated eligibility data exchange. Reduces delays and improves accuracy across enrollment and claims journeys
Initiate absence and intermittent leave easily from Workday® via SSO and receive automated status updates. This helps minimize manual reconciliation, offers less back-end noise and fewer rescinds and creates system consistency.
Help employees make informed decisions with advanced analytics and modernized enrollment.
Learn about additional Workday® capabilities by visiting our dedicated Workday® page.
Case study
Cape Fear Valley Health System, with over 8,000 employees and a lean human resources (HR) benefits team of three, faced significant challenges managing Evidence of Insurability (EOI) and leave events. Manual processes led to low EOI completion rates, frequent delays and time-consuming communications. HR and managers were overwhelmed, and the employee experience was suffering. They needed help.
Client: Cape Fear Valley Health System
Industry: Healthcare
Size: 8,000 employees
Location: North Carolina
Lincoln products and services: Absence management, life, accidental death & dismemberment, long- and short-term disability
Client: Cape Fear Valley Health System
Industry: Healthcare
Size: 8,000 employees
Location: North Carolina
Lincoln products and services: Absence management, life, accidental death & dismemberment, long- and short-term disability
Cape Fear Valley Health System, with over 8,000 employees and a lean human resources (HR) benefits team of three, faced significant challenges managing Evidence of Insurability (EOI) and leave events. Manual processes led to low EOI completion rates, frequent delays and time-consuming communications. HR and managers were overwhelmed, and the employee experience was suffering. They needed help.
With Lincoln’s LincSmart® technology and its partnership with Workday, Cape Fear Valley Health System implemented two key integrations:
Source: Cape Fear Valley Health System internal data, September 2025.
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:
Client: The Motley Fool
Industry: Financial
Size: 400 employees
Location: Virtual
Lincoln products and services: Life, disability, voluntary benefits, absence management
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 months. 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 benefits enrollment decisions in real time, delivered through an API to The Motley Fool’s employee platform.
The employer section of short-term disability (STD) claims has been automated, reducing HR involvement.
HR receives an automated notification when an employee goes on leave, ensuring compliance.
Source: The Motley Fool internal data, April 2025.
Case study
Case study
HBD Industries wanted to streamline its plan setup and benefits management. Human resources (HR) manually tracked Evidence of Insurability (EOI) and managed plan setup details, creating inefficiencies, administrative burdens and potential risks for HR and employees. It wanted an integrated process that would:
Client: HBD Industries
Industry: Manufacturing
Size: 1,000 employees
Location: Multiple locations
Lincoln products and services: Accident, critical illness, disability, basic life, voluntary life
Client: HBD Industries
Industry: Manufacturing
Size: 1,000 employees
Location: Multiple locations
Lincoln products and services: Accident, critical illness, disability, basic life, voluntary life
HBD Industries wanted to streamline its plan setup and benefits management. Human resources (HR) manually tracked Evidence of Insurability (EOI) and managed plan setup details, creating inefficiencies, administrative burdens and potential risks for HR and employees. It wanted an integrated process that would:
The seamless integrations between LincSmart® and ADP Workforce Now® transformed HBD Industries’ benefits administration process. HBD saved a significant amount of time and could focus on other duties while employees appreciated real-time decisions.
With Lincoln’s LincSmart® technology and its partnership with ADP Workforce Now, HBD Industries transitioned to a automated process, saving HR a significant amount of time, improving accuracy and enhancing the employee experience. Changes included:
Source: HBD internal data, April 2025.
Case study
Case study
The Cason Group worked with another carrier that didn’t support its broker and the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:
The broker’s frustration led him to seek a carrier with a reliable, transparent and efficient implementation process, plus strong partnership efficiencies with Employee Navigator.
Industry: Utilities
Size: 44 employees
Location: Texas
Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, vision
Industry: Utilities
Size: 44 employees
Location: Texas
Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, vision
The Cason Group worked with another carrier that didn’t support its broker and the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:
The broker’s frustration led him to seek a carrier with a reliable, transparent and efficient implementation process, plus strong partnership efficiencies with Employee Navigator.
The Cason Group and its broker saw significant improvements in efficiency, accuracy and implementation speed.
Using Lincoln’s LincSmart® tech integration with Employee Navigator and guidance resources, the broker confidently set up the plan and gained new efficiencies. For example, data exchange allowed The Cason Group to exchange files via EDI in a single file. The broker also used the following LincSmart’s broker tools to simplify the setup process:
This guide provided step-by-step instructions for building Lincoln plans quickly and accurately. It helped:
For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:
Source: The Cason Group interview, April 2025.