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Lincoln Financial Creates New Resources for Faster Plan Builds and Better Engagement

Integrated Partners
Nov 18, 2024

Following up on their commitment to saving brokers time and helping improve employee engagement, we’re excited to announce that Lincoln Financial has introduced new resources that simplify plan builds and enrollment setup plus increase participation with Employee Navigator.

For brokers who don’t want to start from scratch with every plan build, Lincoln Financial has expanded marketplace plans to all Lincoln products—disability, life, dental, vision and voluntary benefits. A marketplace plan provides a prepopulated plan build, or template, that a broker can use with Lincoln’s system and make small adjustments to fit their needs.

To improve efficiency, Lincoln’s Plan Build Guide provides step-by-step instructions for building plans on the Employee Navigator platform. These comprehensive resources aim to make work easier for brokers and more impactful for their clients.

Providing good content that’s valuable and practical is critical for ensuring a successful employee benefits shopping experience, empowering employees to make informed benefits decisions. Based on consumerism principles and behavioral economic studies, Lincoln’s Engagement Guide details how to provide the right educational messaging, use marketplace plans’ complimentary content and customize the employee experience, saving time with enrollment setup, increasing participation and limiting employee questions since you’ve reinforced the messaging in multiple ways.

With this new resource, Lincoln is combining technology with support to help brokers build plans with ease, saving them time and frustration. Request a Plan Build Guide at EENav@LFG.com.

To learn more about Lincoln’s capabilities with us, visit lfg.com/lincsmart

Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates.
Affiliates are separately responsible for their own financial and contractual obligations. For agent or broker use only. Not for use with the public.
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