Introducing a New Digital Plan Design & Quoting Tool
By Sarah Mitchell
December 21, 2021
Simply Benefits has introduced a new digital tool allowing Canadian Benefits Advisors to create plan designs and obtain quotes directly through the Simply Benefits advisor portal.
This free tool is available for use by all benefits advisors that are looking to streamline the design, quoting, and plan pricing processes, whether they are currently placing business with Simply Benefits or not.
Explore the key features of this new tool below!
Digital Plan Design & Quote Creation
Advisors can now start the quoting process in the Simply Benefits advisor portal by creating plan designs for multiple classes and divisions, with alternates, for their employer clients.
With the ability to digitally upload account history, such as the census, rate history, claims history, past bills, and any other applicable supporting documents, compiling the information necessary to create a quote is a seamless process. Once classes are assigned and account history uploaded, advisors can then choose between standard and modular flex plan designs, and fully customize the benefits included in each plan based on the needs of their clients. If alternates are desired, plan designs can be cloned to make adjustments quick and easy.
Once the plan design steps are complete, advisors can also digitally assign commissions. They can choose to automatically assign one commission percentage to all benefits, or manually assign individual commission percentages to each benefit.
The last step before sending the plan designs off for underwriting is completing the master application. With Simply Benefits, the master application is 100% digital, eliminating the slow paper back-and-forth. Once the master application has been reviewed and signed by all parties, the advisor can request quoting from Simply Benefits, as well as download the proposal into a ZIP file to easily share with other carriers.
For advisors that choose to quote with Simply Benefits, once pricing is complete, they will receive an email and a notification in the portal that it is available for review. If approved by both the advisor and the client, account and plan creation happens in minutes.
Simply Benefits strives to help benefits advisors get more things done - digitally.
To learn more, contact us or download our guide to the new digital plan design and quote creation tool below.
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 Advisor's Benefits Business.