Reliance Matrix launches First-of-its-Kind integration with PlanSource

Reliance Matrix and PlanSource announced important advances to their connection partnership through the Boost program, adding two evidence of insurability (EOI) APIs, one of which is unique in the industry. The enhanced integration marks an unmatched level of ease and accuracy for benefits enrollment and administration on the PlanSource platform.

“Our partnership with PlanSource began in earnest in 2021 when we joined the Boost program and delivered preferred pricing and a smooth, intuitive enrollment experience to our mutual clients,” said Kevin McPhillips, AVP of Platform Partnership Integration for Reliance Matrix. “This expanded connection takes the employees’ enrollment experience to a new level, while removing needless setup, reconciliation and other manual processes.”

Evidence of insurability (EOI) is an element of the benefits enrollment process that occurs when an employee elects coverage outside the parameters set by the employer, like a higher benefit amount. Many carriers use single sign-on (SSO) technology to push employees who require this additional step outside the PlanSource environment to their own web services. In contrast, the EOI Submission API, a unique end-point developed by Reliance Matrix, seamlessly integrates all medical and state required questions directly in PlanSource, automating all authentication behind the scenes.

Once decisions are made, the Reliance Matrix Decision Notification API enables real-time updates to the PlanSource platform and automatically alerts HR Admins and employees to keep them in the loop.

“The advantage to our approach is a more streamlined, cohesive, and user-friendly enrollment experience,” McPhillips said. “We also find it promotes greater confidence and plan participation, since employees can complete the process in one sitting, on one platform – and often get instant approvals.”

“We are excited to advance our partnership with Reliance Matrix through the Boost program and introduce innovative technology to HR teams and their employees,” said Josh Johnson, SVP of Strategic Partnerships at PlanSource. “Our seamless integration ensures a streamlined, cohesive and user-friendly enrollment journey, fostering confidence and enhanced engagement—all on one platform.”

The enhanced EOI connection is made possible through Matrixlink®, Reliance Matrix’s patented data integration platform. Matrixlink is a purpose-built platform that transforms employer and employee experience into data that can be consumed by leading benefit and HCM systems. The resulting efficiencies significantly reduce administrative time, eliminate manual tasks and related errors, and improve overall experience for employees and HR teams alike.