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Our Forward-Thinking Clients
All-in-one solution for employee benefits
Plan Creation & Management
Effortlessly create and customize plan designs while managing client groups with tools that simplify onboarding and administration for advisors.
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Intuitive Member Experience
Members can easily access their coverage details, submit claims, and track usage through a user-friendly portal available on desktop and mobile.
Paperless Administration
Simplify member onboarding and updates, eliminate paperwork, and instantly access invoices for real-time plan adjustments.
Insights and Reporting
Gain valuable insights with detailed reports on plan usage, claims, and trends—helping advisors and admins make data-driven decisions.
Dedicated Support Team
Our trusted support team is here to help, providing personalized assistance to ensure a smooth experience for advisors, administrators, and members.
Secure and Accessible
Access your benefits with confidence, protected by advanced security measures that keep your data safe.
ADVISORS
Optimize Your Business
Quote, manage, gain client insights, and more in your advisor portal. Get the tools you need to grow your advisory business with an intuitive platform designed for ease of use. Streamline onboarding, simplify plan administration, and offer clients a fast, hassle-free claims experience—all in one place.
How our user experience is different
100% Digital Benefits Management
5 Minute Guided Digital Enrolment
1 Minute Claim Submission
Digital Benefits and Travel Card
Spending Accounts
Fast Adjudication Times
Plan Coverage Search
Member-Paid Marketplace Benefits
White-label Option
Traditional Benefits Provider
Printed Forms, Snail Mail, and PDFs
Paper Enrolment Form, HR Mailing in
Paper Claim Submission
Long Wait for Paper Benefits Card
No Spending Accounts
Week Long Adjudication Time
Unable to find plan coverage
No Marketplace
No White-label Option
Why our clients like Simply
Great Business Partner
"Simply Benefits has created a solution to help advisors in all aspects of their business their platform is intuitive, e-functional and takes only minutes to onboard new clients."
Steve Hesketh
Partner
Acera Insurance
Connecting us with leads
"We really enjoy working with the Simply Benefits Team. They have been a great business partner as our clients and our team find their platform to be extremely user friendly. They have also been supportive of us by connecting us with leads to help grow our block of business."
Shawn Perryman
Managing Partner
Vantage Benefits
We know we can count
on them
"Simply Benefits impressed us with their intuitive platform and responsive team. They actively listen to our needs and provide strong support from the initial demo to client onboarding, ensuring our success and that of
our clients."
Adam Skube
Partner
OneLife
Cost Effective
"We switched to Simply Benefits and so far it has been cost effective and easy to navigate and submit directly on the app with immediate reimbursement. It was a smooth and quick process to get all of our staff signed up. Their staff are quick to respond with any support required."
Angela S
Employer
Fast
"My company switched to Simply Benefits last year, and they have been absolutely wonderful to work with. They answer questions/email promptly, claim reimbursement is quite fast, and the app is so easy to use. Shoutout to the customer service for always finding the answer and
for being knowledgeable and friendly."
Mary C.
Member
Their Technology
"The team at Simply just plain understands how to take a world that is inherently confusing in Employee Benefits and "Simplify" it. The use of their technology gives benefits advisors, employers and employees what they want in a more robust
employee benefits platform in a concise and easy to use format."
GW
Employer