5 Reasons to Introduce Simply Benefits to your Clients

Simply Benefits Marketing

By Simply Benefits Marketing

September 24, 2021

If you’re an insurance advisor that's been around for a while, you may be unsure about switching clients over to someone new. We know good advisors, give good advice and are our lifeblood so if you're looking for a true business partner, let's talk.

We designed an advisor portal that offers amazing features like digital master applications, easy census upload, and customizable plan design creation. Our goal is to make sure advisors have the most user-friendly experience possible while simplifying benefits management for your clients. 

Here are 5 reasons why you shouldn’t wait to introduce us:

1. 100% Digital From Start to Finish

Simply's core mission is to digitize the employee benefits process from start to finish. We do so by offering three unique online portals for advisors, employers, and employees

For advisors, the platform consists of digital master application and plan design. Once completed, they can be sent off to a client for review with the click of a button. After reviewing and e-signing, they are granted access to their own admin platform. Features on your client’s admin platform include the ability to digitally enroll employees, send email and push notifications, and update their employees’ account information. 

Once digitally enrolled, employees can access and manage their benefits from a desktop or mobile device. This includes the ability to digitally view coverage, submit claims, and see usage.

Still not convinced about going digital? Hear about the pain points that are being addressed from Founder/CEO of Simply Benefits, Jeff Cox

2. Faster & Easier

We know that life is busy, that’s why our start-to-finish process is significantly faster than the industry average, with some being almost 200x faster. This means no 30-day new client onboarding. Instead, have your clients up and running in minutes* (*once all necessary documents are e-signed). 

Employers can easily enroll their employees by sending an automatic email with a unique link to each employee's digital enrollment form. They can then track which employees are enrolled, which are pending, and any late applicants. 

 Employer Platform Features

Our portals also makes it easy for employers to check reports, and send push notifications to employees at once from anywhere. This is a huge advantage for employers that don’t have a lot of insurance industry knowledge because it means that they won’t have to stress about the details, and can focus on running their business. 

3. White Label Options 

  • Employer White Label Option: Another feature that makes us unique is our white label option for employers (see our White Label Brochure For Employers). Organizations can fully customize their Simply Benefits portal with their colours and logo. This feature is appealing to larger employers that want to provide a familiar branded experience to employees when they access their benefits portal. 
  • Advisor White Label Option: for advisors that want to market their brokerage firm through a branded version of Simply Benefits portal, we offer our Partnership white label solution.
Both white label options enable our portals to be customized to showcase your logo and corporate colours to help promote your brand. 

SecureNature - Mockup

4. Limitless Possibilities

As a Third Party Payer (TPP), we don’t hold any insurance risk but work to offer advisors the best price for all plan designs. Our products are designed to accommodate plan designs and funding platforms that can fit any organization’s needs - no matter the size. 

In addition to offering traditional plan designs, we also offer flexible options for modern employee benefits like Health Spending Accounts (HSAs) and Lifestyle Spending Accounts (LSAs) which are growing in popularity among employees. However, a lot of employers make the mistake of offering flexible employee benefits without easy to use technology for employees, so a combination of our flexible plans with our digital platform makes for a very attractive option. 

Employers will likely turn to their advisor to help decide which of these will work best for their company, but they will appreciate the flexibility and different options available to them. Plus, designing a plan is a breeze thanks to our online plan design feature. 

5. Partnerships and Add On's

At Simply Benefits, we understand how important good mental health is in the workplace. That’s why we are proud to be partnered with the best in the industry. Your clients will have access to our partners that provide coverage for mental health, wellness, and virtual care. 

  • We offer an Employee Family Assistance Program (EFAP) through HumanaCare that only costs employers on average $3.00 per month - a very affordable option to help employees improve their well-being.
  • Our wellness partner HEAL, focuses on making wellness in the workplace fun with Wellness Challenges and 'Lunch and Learns' webinars. Challenges are a fun way to encourage healthy living among co-workers - especially remote workers!
  • Finally, virtual care is becoming increasingly prominent given the circumstance presented with the global pandemic. We are proud to partner with Wello, a virtual care provider. If your clients want to include virtual care in their benefits plan, we'll make it quick and easy by adding Wello. 

Ready to Chat?

Do you have questions about our pricing, products or portals? One of our product specialists are here to help.

I'm Ready to Learn More

About Simply Benefits

Simply Benefits is a Third Party Payor (TPP) that provides Employee Health Benefits 100% digitally through our Canadian Advisor partners. Our all-in-one digital solution provides three portals that enable Benefits Advisors to digitally manage all client plans online, Employers to efficiently administer employee coverage, and Employees to view, update and use their benefits 24/7 via desktop or smartphone app.

We help ENGAGE Employees Anytime, Anywhere, SIMPLIFY the Benefits Experience and EVOLVE an Advisors’ Benefits Business.

Connect with us at simplybenefits.ca or on LinkedIn, Twitter, Facebook, Instagram and YouTube.

Employee Benefits Made Simple. 

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Form title

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.