Introducing a New Digital Plan Design & Quoting Tool

Sarah Mitchell

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.

Contact Us!     Download the Guide Here!

 

Other Resources You Might Be Interested In:

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 Advisor's Benefits Business.

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

Employee Benefits Made Simple. 

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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

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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:

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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.

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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.

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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.