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. 

More Popular Posts...

Health Spending Accounts For Canadians Explained

A Health Spending Account (HSA), also known as a Health Care Spending Account (HCSA) or Health...

Sarah Mitchell

By Sarah Mitchell

October 19, 2021

Mandatory Employee Benefits in Canada

It's common for employers to provide full-time employees with a benefits package, known as employee...

Paige Latimer

By Paige Latimer

July 25, 2022

A Guide to Taxable Benefits in Canada

Employee benefits can be broken down into two types: taxable and non-taxable - but what’s the...

Paige Latimer

By Paige Latimer

September 2, 2021

Want blogs delivered right to your inbox?

Subscribe to our Monthly Benefits Blast.

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.