5 Reasons Benefits Advisors Should Introduce Simply Benefits to Clients

If you’re an employee benefits advisor or consultant that's been around for awhile, you may be unsure about switching clients over to a new provider. While we may be 'new-ish' in the Canadian health insurance space, we have quickly earned a reputation for helping both Advisors AND Employers simplify the group benefits experience. Learn the 5 ways we can help your clients.

We designed our advisor portal to offer amazing features like digital master applications, easy census upload, and a plan designer and quoting tool to provide an easy user experience. But we didn't stop there! We know that the Employer experience needs to equally awesome to persuade them to make the switch. Here are reasons why you shouldn't wait to introduce Simply Benefits to your clients.

5 Reasons Why Benefits Advisors Shouldn't Wait

1. 100% Digital From Start to Finish for Everyone

Simply's mission is to simplify Canadian Employee Health Insurance through innovative technology for a better experience. Our vision is to digitize the employee benefits process from start to finish through our three unique portals for advisors, employers, and employees.

Here's an overview of the new client experience:

• Once the Advisor finalizes the plan design and master application online, they simply sends the digital application to their client for final review and e-signature with the click of a button.
• Once the master application is e-signed, Employers are granted immediate access to their own admin portal where they can digitally enroll employees, update employee account information and send individual & bulk emails or send push notifications to employees via their Portal. Watch the video How to Use the Platform and Enroll Employees.
• Employees complete online enrollment, including updating their beneficiaries, in about 5-minutes and once enrollment process is complete, they can can view their plan coverage, usage and use their benefits immediately (e.g. fill a prescription) and submit a claim with payment deposited into their bank account typically within 48 hours.

Still not convinced about going digital? Hear about the pain points that are being addressed from Founder/CEO of Simply Benefits, Jeff Cox. 

2. Faster & Easier with Less Admin

We know that life is busy, that’s why our start-to-finish process is significantly faster (and time = money) than the industry average, with some being almost 200x faster. This means no more 30-day new client onboarding. Instead, have your clients up and running in minutes* (*once all necessary documents are e-signed). 

Employers can easily enroll their employees by sending an automatic email with a unique link to each employee's digital enrollment form. Watch video: How To Enroll Your Employees.

Employers can then track which employees are enrolled, which are pending, and any late applicants. 

Our portals also makes it easy for employers to check reports, and send push notifications to employees at once from anywhere. This is a huge advantage for employers that don’t have a lot of insurance industry knowledge because it means that they won’t have to stress about the details, and can focus on running their business. 

3. White Label Options 

• Employer White Label Option: Another feature that makes us unique is our white label option for employers (see our White Label Brochure For Employers). Organizations can fully customize their Simply Benefits portal with their colours and logo. This feature is appealing to larger employers that want to provide a familiar branded experience to employees when they access their benefits portal. 
• Advisor White Label Option: for advisors that want to market their brokerage firm through a branded version of the Simply Benefits portal, we offer our Partnership white label solution.

4. Limitless Possibilities

As a Third Party Payer (TPP), we don’t hold any insurance risk but work to offer advisors the best price for all plan designs. Our products are designed to accommodate most any plan designs and funding platforms that can fit any organization’s needs - no matter the size. 

In addition to offering traditional plan designs, we also offer flexible options for modern employee benefits like Health Spending Accounts (HSAs) and Lifestyle Spending Accounts (LSAs) which are growing in popularity. However, a lot of employers make the mistake of offering flexible employee benefits without easy to use technology for employees, so a combination of our flexible plans with our digital platform makes for a very attractive option. 

Employers will likely turn to their advisor to help decide which of these will work best for their company, but they will appreciate the flexibility and different options available to them. Plus, designing a plan is a breeze thanks to our digital plan designer. 

5. Partnerships and Add On's

At Simply Benefits, we understand how important good mental health is in the workplace. That’s why we are proud to be partnered with the best in the industry. Your clients will have access to our partners that provide coverage for mental health, wellness, and virtual care. 

• We offer an Employee Family Assistance Program (EFAP) through HumanaCare that only costs employers on average $3.00 per month - a very affordable option to help employees improve their well-being.
• Our wellness partner HEAL, focuses on making wellness in the workplace fun with Wellness Challenges and 'Lunch and Learns' webinars. Challenges are a fun way to encourage healthy living among co-workers - especially remote workers!
• Finally, virtual care is becoming increasingly prominent given the circumstance presented with the global pandemic. We are proud to partner with Maple Online Healthcare,  a virtual care provider. If your clients want to include virtual care in their benefits plan, we'll make it quick and easy by adding Maple. 

Ready to Chat?

We know good advisors, give good advice and are our lifeblood so if you're a benefits advisor looking for a new digital provider to help your clients, let's talk.

Additional Resources for Advisors

You may also be interested in these resources:

• Simply Benefits' Approach to Customer Service and Client Feedback
• 6 Ways Employee Benefits Brokerages & Advisors Can Grow Their Business
• How Simply Benefits is Putting Group Benefits Advisors First

About Simply Benefits

Simply Benefits is a Third Party Payor (TPP) that provides Employee Health Benefits 100% digitally through our Canadian Advisor partners. Our all-in-one digital solution provides three portals that enable Benefits Advisors to digitally manage all client plans online, Employers to efficiently administer employee coverage, and Employees to view, update and use their benefits 24/7 via desktop or smartphone app.

We help ENGAGE Employees Anytime, Anywhere, SIMPLIFY the Benefits Experience, and EVOLVE an Advisors’ Benefits Business.

Connect with us at simplybenefits.ca or on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

Employee Benefits Made Simple.