How Simply Benefits is Putting Advisors First

Advisors are the backbone of the insurance industry. However, more and more insurance carriers are looking to push them out to increase their own bottom line, but we see things differently. 

At Simply Benefits, it’s our mission to include advisors in our sales process. We see the value in advisors because we know the hard work, trust, and knowledge that they bring to both their clients and insurance providers alike. 

That’s why we made advisors a key part of our processes and created products that will directly help them sell faster and offer more to their clients. 

Here are the top reasons why advisors should work with us.

1. We will always use advisors, and will never do direct business

We all know that the insurance industry is outdated when it comes to technology, but that doesn’t mean the core business model needs to be reinvented. 

Advisors, their clients, and employees are not frustrated with the benefits they are receiving or who is selling them. They want more options, better technology, and extra flexibility. That’s why we have worked on the technology side of things, but will always use advisors and never go direct

Simply Benefits: We’re keeping the same business model, but we’re updating the processes and all the technology involved. 

Competitors: Our competitors are either keeping the same business model with outdated technology or creating modern technology but cutting out advisors. 

2. We’re much faster than the industry average

Right now, it can take up to 30 days to onboard a new client. From gathering census data, waiting for underwriters, reviewing proposals, and enrolling employees, the process is lengthy and frustrating.

With Simply Benefits, it takes advisors only minutes to enter their clients’ information, census data, create plan designs, and send them off for underwriting. Once plan pricing comes back, advisors can select the right plan for their client, e-sign the master application, and send it to their clients to digitally review and sign. 

Advisors will never need to go outside the Simply Benefits product to get something done. This means you’re spending less time organizing and more time selling.

Simply Benefits: We have completely digitized the client onboarding process so advisors can sell faster than ever.

Competitors: Our competitors are still forcing you to manage everything on your own with a lot of paperwork, planning, and back and forth.

3. We offer more control and visibility over clients

Instead of rooting through piles of paperwork, we have made gathering client data easy and secure. With Simply Benefits, advisors can track their clients in every stage of the onboarding process. They can also review a breakdown of active accounts, lost opportunities, and commissions. 

Simply Benefits: We offer digital tracking for all your clients so you always have their information on hand, and know exactly where they are in the onboarding process.

Competitors: Our competitors expect you to manage and track all this information on your own. Trying to check the status of a new client quickly? Forget about it.

4. Earn and track commissions clearly

Tracking and earning commissions with Simply Benefits is easy, straightforward, and fast. After adding in your commission percentages during onboarding, you’ll be able to view a breakdown of earnings once your client has signed the dotted line. 

You can view pending commissions, paid commissions, or get a breakdown by client, date, and status for a detailed overview. 

Simply Benefits: Easily track your commissions and total earnings, or break down information by client for even more detail. 

Competitors: Most of our competitors don’t offer live, detailed, commission information on hand.

5. We’re 100% digital from start to finish

If you haven’t realized this yet, then we’re happy to tell you that Simply Benefits is 100% digital. That means that from the moment you add your clients’ account details straight to when your clients’ employees are using their benefits, every step and process is paperless. 

You, your clients (employers), and their employees will all have access to a Simply Benefits platform designed for each individual’s needs. Your clients will be able to digitally manage their employees’ benefits, and their employees will be able to review coverage, submit claims, and track usage all on desktop or smartphone. It’s truly that easy. 

Simply Benefits: We are 100% digital from the master application to employee claim submission. 

Competitors: Our competitors are still either using outdated technology or don’t offer the right solutions for you and your clients. 

Final Thoughts

At Simply Benefits, we believe that the employee benefits process should be digital and easy to use, even for advisors. If this sounds like it would work well with you and your business, we have created a ton of materials that can help you get started. 

To get in contact with our sales team, send a message to sales@simplybenefits.ca. We look forward to hearing from you!

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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.