Digital Employee Benefits Platform for Canadian Group Health Advisors

WHY WE'RE BETTER

We Help You Evolve Your Benefits Business.

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  • Your Growth Partner

    We never go direct. In fact, we'll refer leads to you.
Illustration outlining the number of reasons we are better in the Group Benefits Space
  • Make It Your Own

    Brand portals with your logo using our white label product.
Illustration outlining the number of reasons we are better in the Group Benefits Space
  • New Competitive Advantage

    Show clients you're a leader in InsureTech.
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OUR INDUSTRY

Ditch The Paper & Onboard Clients in Minutes.

Right now benefits advisors and employers are forced to deal with paper forms and long new client onboarding periods (up to 8 weeks!). We can onboard employer groups in minutes.

Our Solution?

We created an easy, seamless enrollment process to get employers up and running fast. Everything is done digitally for Insured Benefits, Administrative Services Only (ASO), and Health Spending Accounts - all on one bill. Discover how we simplify the lives of advisors.

DESIGNED FOR YOU

Favourite Features.

Helpful tools designed for you. Explore the features most loved by our group health insurance advisors.

Digital Master Application
Census Upload
WealthCo. White Labelled Portal
Digital Master Application.

Say hello to paperless onboarding. You can create and e-sign every master application digitally.

 

See It In Action!

 

Easy Census Upload.

Quickly upload your clients’ employee census information, and we’ll automatically populate employee data so enrollment is a breeze.

 

See It In Action!

White Label Option.

We give advisors the option to white label the portal so your employer clients, and their employees, will see your company's brand when they login.

Digital Master Application
Digital Master Application.

Say hello to paperless onboarding. You can create and e-sign every master application digitally.

 

See It In Action!

 

Census Upload
Easy Census Upload.

Quickly upload your clients’ employee census information, and we’ll automatically populate employee data so enrollment is a breeze.

 

See It In Action!

WealthCo. White Labelled Portal
White Label Option.

We give advisors the option to white label the portal so your employer clients, and their employees, will see your company's brand when they login.

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Client Reviews

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

Simply Benefits has created a solution to help advisors in all aspects of their business. Their platform is intuitive, e-functional, and only takes only minutes to onboard new clients.

Steve Heskseth

Partner CapriCMW, Kelowna, BC

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, CapriCMW, Kelowna, BC

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

UNIQUE PLAN ADD-ONS

Our Partners.

HEAL Wellness Logo

HEAL Wellness

We believe in a healthy mind and body, so we partner with HEAL Wellness to offer corporate wellness programs like Lunch & Learns and Wellness Challenges. In addition to Simply Preferred Pricing, benefits include:

  • increased productivity
  • reduced stress
  • less sick days
  • better sleep
Learn More About HEAL
Humanacare

HumanaCare Employee and Family Assistance Program

Access an Employee and Family Assistance Program (EFAP) that provides compassionate, holistic support and counseling for individuals and their families experiencing work-life challenges. Services include but are not limited to:

  • financial and legal counseling services
  • nutritional health and wellness counseling
  • elder care navigation
  • child care navigation
Learn More About HumanaCare
PocketPills logo

PocketPills Digital Pharmacy

Order prescriptions digitally from the comfort of your own home with PocketPills. Our partnership with PocketPills makes medication more accessible and affordable for members. Members also get access to:

  • Simply Preferred Pricing
  • free home delivery
  • live chat with a pharmacist
  • family medication management
Learn More About PocketPills
Wello logo-1

Wello Virtual Healthcare

We partner with Wello to offer a virtual healthcare plan add-on. Members have 24/7 access to coast-to-coast physical and mental health professionals via mobile or desktop devices. Clinicians are able to:

  • diagnose & treat conditions
  • offer specialist referrals
  • fill/refill prescriptions
  • provide mental health support
Learn More About Wello

BRANDING & FEATURES

Select a Portal.

We created a product portal that fits every organizations' needs. Whether your client has 10 employees or 10,000, we have you covered.

FOR ADVISORS:

Pro

Our most popular version of Simply Benefits for Advisors and Employers.

checkAll features; digital drug card, claims, tracking, etc.

checkDigital management, notifications, and spending.

checkGuided setup and our world-class support team.

clearYour branding throughout the entire platform, start to finish.

clearBranded domain available and branded mobile app.

Partnership

All the same features as Pro, but showcasing your brokerage brand.

checkAll features; digital drug card, claims, tracking, etc.

checkDigital management, notifications, and spending.

checkGuided setup and our world-class support team.

checkYour branding throughout the entire platform, start to finish.

checkBranded domain available and branded mobile app.

FOR EMPLOYER CLIENTS:

Enterprise

All the same features as Pro, but for employers wanting to provide staff with a familiar branded experience.

checkAll features; digital drug card, claims, tracking, etc.

checkDigital management, notifications, and spending.

checkGuided setup and our world-class support team.

checkYour branding throughout the entire platform, start to finish.

checkBranded domain available and branded mobile app.

DIGITAL PLAN DESIGNS

Quickly Create Multiple Plan Designs.

Discover how you can quickly create, clone, and compare plan designs with our digital plan design tool.

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QUICK ACTIONS

Your Questions, Answered.

Looking for an answer quickly? Check out our help centre for step by step solutions.

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BETTER BENEFITS NOW

Ready for an upgrade?

Talk to us today about how you can get started with Simply Benefits.

LOGIN NOW

Already a Member?

Access your online account by clicking on the login button below.

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

product@simplybenefits.ca

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.