5 Reasons to Introduce Simply Benefits to your Clients
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, andemployees.
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.
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.
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.
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.
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, Employersto 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.