Colonial Life extends enrollment power through partnership with PlanSource

Seamless enrollment experience helps employers save time and money

COLUMBIA, S.C. (June 17, 2014) – A new partnership between Colonial Life and PlanSource offers employers and their employees streamlined access to enrollment capabilities and services that can save them time and money.

Colonial Life’s Harmony® enrollment system now offers real-time integration with PlanSource, a leading provider of online software applications for the benefits industry. With a few clicks, employees can enroll in a broad range of benefits including Colonial Life’s insurance products — including disability, cancer, critical illness, hospital confinement, life and accident insurance — all from directly within the PlanSource platform, providing a seamless enrollment experience of comprehensive core and voluntary benefits for employers of all sizes.

The PlanSource platform also has an integrated HR Administrator Portal with powerful reporting options and a premium billing tool that will list all Colonial Life elections, as well as active plans from other carriers, all in one place. Electronic data interchange services guarantee carriers receive and process enrollment information electronically to save time and money. In addition, benefits communication tools help employer groups communicate the value of their employee benefit offerings and increase overall company satisfaction. This integration enables brokers to upgrade their employee groups to a powerful, streamlined, web-based enrollment and administration system that reduces human resources labor costs and provides a barrier-to-entry for competing brokers.

“By integrating our Harmony® enrollment system with PlanSource, brokers and employers can now offer Colonial Life benefits via a seamless enrollment process,” says Missy Porth, director, enrollment solutions at Colonial Life. “This partnership combines the leading edge technology of both companies with Colonial Life's nationally certified benefit counselors. Together, we make benefits enrollment easy and efficient for employers of all sizes.”

“The ability to integrate the Colonial Life Harmony system with the PlanSource enrollment platform creates the smooth and uninterrupted online experience that users have come to expect,” said Scott Carver, president of PlanSource. “The ability to add worksite benefits and the related rating requirements in real time, all in one continuous enrollment experience, puts this partnership on the leading edge of benefits administration capabilities. It gives brokers and employers a distinct advantage because it keeps all of the relevant plan data, enrollment and billing information all in one place.”

About PlanSource

PlanSource is a cloud-based, on-demand software provider that revolutionizes the way health care and employee benefits are bought, sold and managed with a comprehensive array of integrated services including benefits administration, decision support, payroll and HRIS technology. PlanSource technology solutions are delivered through strategic insurance carriers, brokers and exchanges that partner with PlanSource to increase retention rates, revenue and the overall value they bring to their customers. For information, visit

About Colonial Life

Colonial Life & Accident Insurance Company is a market leader in providing financial protection benefits through the workplace, including disability, life, accident, dental, cancer, critical illness and hospital confinement indemnity insurance. The company’s benefit services and education, innovative enrollment technology and personal service support more than 80,000 businesses and organizations, representing more than 3 million of America’s workers and their families. For more information visit or connect with the company at, and