Case Study: Ingevity achieves 30% more completed enrollments and streamlined benefits administration with PlanSource

About 30% more employees completed enrollment with Lincoln Financial Group’s automatic EOI process

Ingevity, a North Charleston, SC–based manufacturer with about 1,700 employees, needed a single, user-friendly benefits technology to replace an inflexible vendor and support a two-person Benefits team. They required better reporting, configurability for a changing workforce, dedicated human account support, co-branding options, and integrations with Lincoln Financial Group. Ingevity selected PlanSource and its platform—notably the reporting tool and carrier integrations (SSO/API)—because the team offered consultative support and a more adaptable solution.

PlanSource implemented its platform with Lincoln Financial Group carrier integration so employees could complete evidence-of-insurability (EOI) during checkout and receive real-time decision status and alerts, while providing dedicated account management and a user-friendly reporting experience. The results included about 30% more employees completing enrollment via Lincoln Financial Group’s automatic EOI process, improved data accuracy and flow, fewer compliance vulnerabilities, reduced stress on the internal HR team, and significant time savings for the busy Benefits staff.

Ingevity

Tamra Miller

Benefits Manager