Our Forward Thinking Clients
A seamless solution for You & Your Clients
Provide your clients with a seamless, user-friendly platform designed for clarity and ease of use. From plan selection to enrollment and ongoing management, our intuitive interface ensures a hassle-free experience, allowing you to focus on delivering the best solutions while they stay in control of their benefits.
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Save Time
Quote Clients
Manage Clients
Streamline Advisor Workflows
Streamline benefits advisor workflows with digital tools designed to save time, simplify quoting, and manage clients effortlessly. Our all-in-one platform empowers advisors to focus on building relationships and delivering value, while we handle the heavy lifting.
Advisor Portal Features
Quote Creator
Build accurate, customized quotes effortlessly with our intuitive Quote Creator. Build, edit and send quotes with ease, and let our onboarding team assist by handling quotes for you, saving time and strengthening client relationships.
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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
One Benefits Consulting
"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
"Quite 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