Mutual of Omaha and PlanSource
Mutual of Omaha and PlanSource have partnered to bring a quality benefit and technology experience. HR teams spend a significant amount of time on manual configurations, but API connections cut back on the manual work.
Goal
Benefit administration is complex — let's make it easy!
Mutual of Omaha is a PlanSource Partner
-
API development
Streamlines employee and employer experience and improves data accuracy and quality.
-
No implementation fees
Eliminates costly and time-consuming admin tasks when plan configuration API is used.
-
Dedicated support
Solutions are backed by a knowledgeable support system from a trusted resource.
Advanced technology
Our API Integrations with PlanSource reduces time spent on manual processes and streamlines the benefits administration experience.
Now available
Evidence of insurability API
Enrollment integrated EOI experience and automated decisions.
Plan setup API
Automated set up of Mutual of Omaha plan rules and rates on PlanSource system.
Coming soon
Enrollment API
Employee election information passed in real-time from PlanSource to Mutual of Omaha.
Plan setup API
Now available
Automated and accurate set up of Mutual of Omaha plan rules and rates on PlanSource Platform
-
1
Employer and broker collaborate to establish plan.
-
2
Mutual of Omaha creates plan within Mutual of Omaha's platform.
-
3
Mutual of Omaha digitally transmits plan design to PlanSource via API.
-
4
PlanSource seamlessly and automatically creates the plan, ready for enrollment.
-
5
Benefits plan setup is complete within hours without any manual input needed from the employer.
Evidence of insurability API
Now available
Integrated EOI experience and automated decisions
-
1
Employee makes an election in PlanSource platform that triggers the need for EOI.
-
2
An EOI form, prepopulated with employee information, opens within the PlanSource platform for a seamless EOI completion experience.
-
3
Mutual of Omaha approves or declines coverage.
-
4
Mutual of Omaha transmits decisions back to PlanSource, adjusting the employee's benefits and payroll deductions in real-time without any intervention needed from the HR team.
Enrollment API
Coming soon
Employee election information automatically passed in real-time from PlanSource to Mutual of Omaha
-
1
Employee enrolls in their benefits within PlanSource.
-
2
Enrollment and demographic information is transmitted via API to Mutual of Omaha in real time.
-
3
Mutual of Omaha receives information, providing accurate billing and claims without any file feed implementation timelines or hassle, and no manual data entry needed.
Supported products
Accident
Accidental Death and Dismemberment (AD&D) /
Voluntary Accidental Death and Dismemberment
Critical Illness
Dental
Hospital Indemnity
Life
Long-Term Disability / Voluntary Long-Term Disability
Short-Term Disability / Voluntary Short-Term Disability
Vision
Need help?
Need additional help with group set up, file build, or reporting support? With Mutual of Omaha's unique partnership with PlanSource we can align PlanSource's Professional Services team to help you maximize your PlanSource investment!