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It's time to ditch the paper

Benefits Made Simple

As a TPA/TPP, we power benefits with technology—making it simple for Advisors, Administrators, and Members.

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Our Forward-Thinking Clients

All-in-one solution for employee benefits

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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.

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Paperless Administration

Simplify member onboarding and updates, eliminate paperwork, and instantly access invoices for real-time plan adjustments.

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Insights and Reporting

Gain valuable insights with detailed reports on plan usage, claims, and trends—helping advisors and admins make data-driven decisions.

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Dedicated Support Team

Our trusted support team is here to help, providing personalized assistance to ensure a smooth experience for advisors, administrators, and members.

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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.

ADMINISTRATORS

Simplify Plan Administration

Effortlessly enroll and manage employees/members, track billing, generate reports, and handle everything in one place. Our platform simplifies benefits management, saving you time and hassle.

MEMBERS

Access Your Benefits

View coverage, submit claims, and manage your benefits with ease on both desktop and phone. Stay in control of your health and financial security.

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How our user experience is different

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100% Digital Benefits Management

5 Minute Guided Digital Enrolment

1 Minute Claim Submission

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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."

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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."

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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."

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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

Ready to Transform Your Benefits?

Join countless benefits advisors and employers who trust us to save time, reduce costs, and simplify benefits. Focus on what matters most your clients.

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