We work with the best, so that you get the best.

Our underwriters, technology and health partners allow us to offer the best group health insurance and solutions possible, while keeping our pricing competitive.


Client Reviews

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, Kelowna, BC

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 make it very easy to do business with them.  They have also been supportive of us by connecting us with leads to help grow our block  of business.  It’s been a win-win for our firm and clients. 

Shawn Perryman & Jordan Armstrong

Managing Partners, Vancouver, BC

Love the Simply Benefits platform as it reduced the administrative burden of launching a new plan!

Ian Keith

Co-Founder & Partner, 360° Health Benefits Inc., Ottawa, ON

The Simply Benefits team have been nothing shy of helpful! Setting up a client with a new carrier always takes time and has its challenges, but with the support of their team, they have definitely helped alleviate some of those pain points. They take on the majority of the onboarding activities – including training my clients on the platform, which frees me up to focus my time on other client requests. All in all, I am very impressed with the Simply platform and the support from their team!

James Casorso

Advisor Acera Insurance, Kelowna, BC

We’re looking forward to watching Simply Benefits grow as they take on the challenge of modernizing employee benefits and group retirement savings.

Tony Fairfield

Partner Fairfield Watson, Calgary, AB

When we first connected with Simply Benefits, we were pleasantly surprised and impressed by the intuitiveness of their platform. Their team is responsive, attentive, and always listens to our requests. From their first demo through to helping us onboard clients, we know we can count on them to help us, and most importantly to help our clients be successful.

Adam Skube, Jill Fratpietro & Jennifer Peterson

One Life Benefits & Consulting Inc., Ottawa, ON

I like how responsive the staff are when there are queries! The Simply Benefits app is simple to use and easy to navigate through, and we love how quickly folks are reimbursed for their out of pocket expenses.

Andrew Zelke

CPA, CA - CTQ Consultants Ltd., Kelowna, BC



Learn About Our Coverage.

Work with us for Insured Benefits, Administrative Services Only (ASO) and Spending Accounts - all on one bill.

We offer traditional and modular flex group benefits plans digitally via desktop computer or Simply Benefits mobile app.

As a third-party payor, we also adjudicate and reimburse health and dental claims. Employees easily submit claims online with reimbursement in about 48 hours.

Read: Employee Health Benefits Coverage Types Explained in 5 minutes.

Life Insurance

Dependent Life


Extended Health (ASO too!)

Dental (ASO too!)

Short Term Disability

Long Term Disability

Critical Illness





Out of Province/Country

Health Spending Accounts

Lifestyle Spending Accounts

Employee Family Assistance Program

Virtual Healthcare


Ready for an upgrade?

Talk to us today and get one step closer to simplifying your benefits management process.

Ready for an Upgrade Graphic-1


The Simply Benefits Blog.

Stay in the loop with the latest trends in employee benefits and group health insurance.

Employee Benefits
Employee Benefits

Simply Benefits Inc. (“us”, “we”, or “Simply Benefits”) is committed to privacy and the protection of your information. By using Simply Benefits’s website, mobile and other applications, and related Services made available through the Apple App Store, the Google PLAY Store, or otherwise on the Internet (together, the “Simply Benefits Applications” or “Applications”), you acknowledge that you accept the practices and policies outlined in this Privacy Policy (“Privacy Policy“). Unless otherwise defined herein, capitalized terms shall have the meanings assigned to such terms set forth in the Terms of Service and which incorporate this Privacy Policy by reference.

At Simply Benefits Corp ("Simply Benefits") we are concerned with safeguarding and protecting the privacy of your personal information.

In accordance with Canada's *Personal Information Protection & Electronic Documents Act* ("PIPEDA") we have established policies on how we collect, use and protect any information that you give us when you use our website or services.

What We Collect

Required Regulatory Information

Simply Benefits collects information needed to provide services and meet the regulatory requirements of our industry. When you open an account or sign up for services, we collect personal information which may include but is not limited to the following:

  • Your name and date of birth

  • Contact details

  • Nature of your employment or business

  • Details about your dependents

  • Demographics

  • Other information relevant to the services we provide

Passive Data Collection

We may receive passively-collected information through a variety of methods, including “cookies” to collect information.

What is a cookie?

Cookies are text files containing small amounts of information which are downloaded to your device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognizes that cookie. You can get more information about cookies here.

Simply Benefits uses cookies to track and measure site performance and gather analytics on usage. This information is anonymous and is only used by Simply Benefits to measure and improve our site.

When sending e-mail we may use tracking pixels and urls to help us measure open rates for e-mails and link clicks. This tracking information is used internally only to help us provide relevant content and is never shared with any third parties.

Opting Out of Cookies

If you choose, you may set your browser to notify you when you receive a cookie, giving you the chance to decide whether or not to accept it.

Analytics And Marketing

We use analytics tools and other third party technologies, such as Google Analytics, to collect non-personal information in the form of various usage and user metrics when you use our online Sites and/or Services.

We also use online advertising to reach new potential clients and remarketing tools that allow us to target ads to specific groups of people who have previously interacted with WealthBar’s websites.

Google allows individuals to opt out of it’s advertising cookies from its ad settings page.

Google has additional information available about their Remarketing Privacy Guidelines, and Restrictions.

Where do we store it

Simply Benefits may use third parties to store and process data. Simply Benefits will ensure that such third party service providers have significant expertise with data and digital privacy. Simply Benefits will ensure that personal data is stored and transmitted in encrypted format using technology such as SSL. Third party data storage and processing providers may be located in the United States and as a result personal information may be subject to U.S. privacy law which may differ from Canadian privacy law.

How We Use It

The information we collect is used so we can communicate with you, provide benefits and insurance management services, improve our products and services, and meet our regulatory obligations.

We share only the information which is reasonably required in the normal course of business with third parties such as our custodians, securities regulators, auditors, legal counsel, or law enforcement agencies, to enable them to fulfill their obligations to Simply Benefits and our clients. We may also disclose your personal information to third-party service providers, affiliates and agents in order to assist us in providing the services you requested and to fulfil the purposes for which your personal information has been collected. Outside of this we shall not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so.

How We Protect It

We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online. In the event that we share your personal information with third-party service providers, affiliates and agents, these parties will be required to adhere to strict confidentiality obligations and practices.

If you have a question, concern or complaint about our privacy policy, please send your comments and your contact details to our Privacy Officer in writing to the following address:

Simply Benefits Corp.

601-460 Doyle Ave,

Kelowna BC

V1Y 0C2

If you believe that any information we have on file for you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.