Can I automate open enrollment workflows with the PlanSource API?

Yes. The API provides endpoints to monitor enrollment completion, retrieve pending enrollments, update employee elections, and generate participation reports. You can build automated reminder workflows and track completion rates programmatically.

How do I integrate PlanSource with my payroll system?

Use the payroll deductions endpoints to retrieve calculated benefit premiums for each pay period. The API supports filtering by pay schedule and employee group, returning deduction data in formats compatible with most payroll systems for import.

What is Evidence of Insurability (EOI) and how does the API handle it?

EOI is medical underwriting required for certain coverage amounts (like high-value life insurance). The API allows submitting EOI applications with medical questionnaires, tracking approval status, and receiving carrier decisions-automating a traditionally paper-based process.

How do AI agents use the PlanSource API through Jentic?

Agents search Jentic for tasks like 'sync employee benefits enrollments' and receive PlanSource operation schemas. Jentic securely stores API credentials and handles authentication, enabling agents to query enrollments, calculate deductions, and generate reports with natural language parameters.

Can I limit what my agent is allowed to do with the PlanSource Benefits Administration API?

Yes. Because you run Jentic One yourself, your own rules decide which PlanSource operations and credentials the agent can use. Since the API carries the subscriber id in the URL path, such as /subscriber/{subscriber_id}/coverage, you can pin the agent to a single subscriber so it reads that person's coverage and nothing else. You also choose the exact operations it may call, so state-changing ones like creating a subscriber or submitting an EOI application stay off unless you add them.