Advisor Resources

Need help creating new accounts in the Advisor Portal? Check out our step-by-step walkthrough video.

Learn how to create a new account, do plan designs, complete the digital master application, assign commissions, and send a proposal for underwriting.

Learn what it's like to do business with us! Check out the documents below.

Discover our value proposition, platform features, new product offerings, and health and wellness partners.

Working with Simply Benefits:

Advisor Value Proposition
Advisor Brochure
Portal Features
Onboarding Guide
ASO Health and Dental
Plan Design
Whitelabel information
Contact Info

Our Health and Wellness Partners:

HEAL-1
HumanaCare-1
Maple Online Healthcare
PocketPills Digital Pharmacy

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