Revolutionizing Benefits Management: How Simply Benefits Empowers Advisors

Adam DiBiase

By Adam DiBiase

November 21, 2023

Challenges In Group Benefits Administration

Group Benefits Advisors who are not partnered with Simply Benefits spend lots of time dealing with:

  1. Long paper-based application processes
  2. Onboarding new groups and enrolling employees
  3. Client complaints about submitting paper claims or navigating poor user portals
  4. Relying on manual updates to plan sponsor or plan member records
  5. Unorganized group management

The administrative tasks associated with managing group benefit packages needed innovation- that is where Simply Benefits comes in.

What is Simply Benefits?

In simplest terms, Simply Benefits is a 100% digital platform that allows:

Benefits Advisors to quote, onboard, and manage all their prospects and groups

Plan Administrators to run reports and manage their benefits plan and employees in real-time

Plan Members to submit claims, check their coverage, usage, and a lot more!

Benefits for Benefits Advisors

The key benefits that we provide for advisors are efficiency and ease of use. As previously mentioned, benefits advisors can quote and onboard their groups through our digital quoting system. This can be done in minutes... not days, weeks, or months. Once the client is set up, you have the ability to manage these accounts and view all the details related to the accounts.

Digital Master Application

Training and Support

Once the client is onboarded, our customer success team will train Plan Administrators on how to use our Simply Benefits platform from start to finish. We also have a white labelling feature which means that the group will have the option to replace our Simply Benefits branding with their own branding.

If further assistance is required, we offer a full suite of customer support services to help Plan Administrators and Plan Members navigate their benefits and our portal.

Efficiency and Productivity

We offer Advisors the freedom to focus on what truly matters: building strong client relationships and crafting strategic benefit plans that meet your client's unique needs. With Simply Benefits, you'll have more time to provide personalized guidance, ensuring your clients make informed decisions and attain a benefit package that meets their needs without investing hours in plan management.

Advisor Portal Walkthrough

Benefits for Plan Sponsors 

Plan Sponsors encounter various challenges when managing group benefits, and this is where Simply Benefits truly excels. Rather than grappling with lengthy paper-based application processes, the extended time of manually enrolling new employees, and simply having no report generation. Simply Benefits provides an efficient, user-friendly portal for Plan Sponsors. It covers all aspects, from viewing invoices, generating reports, and checking invoices, to easily enrolling new employees. Our platform empowers the Plan Sponsor to optimize costs by efficiently managing their group benefits.

Plan Sponsor Portal Walkthrough

Benefits for Plan Members

For Plan Members, Simply Benefits is designed to elevate the employee's benefits experience with our desktop portal and mobile app. There's no need to navigate confusing portals or deal with paper claims. Our platform offers a dedicated space where the employee can effortlessly submit claims, review coverage, track usage, and access a wealth of information about their benefits. We prioritize transparency and aim to empower the employee to make well-informed decisions regarding their benefits. If they have any questions or require support, we make it straightforward to communicate with our support team. We believe the employees benefits experience should be hassle-free and that is what we deliver. Some of our competitors tout real- time records management but behind the scenes their processes remain manual. Simply Benefits uses technology to offer a fully digital, real- time experience with no smoke and mirrors.

Employee Portal - Desktop Walkthrough

Employee Mobile Application Walkthrough

Advisor Testimonials


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Descriptive Video of our Platform

Frequently Asked Questions

You might have questions about data security or the cost associated with implementing Simply Benefits. We take data security seriously, and our platform incorporates robust security measures to safeguard your information. As for pricing, we don’t charge for value added services that help to differentiate our Advisors in the marketplace.

Make Your Benefits Advising More Efficient

The employee benefits industry is undergoing a digital transformation, and Simply Benefits is leading the way by revolutionizing how benefits advisors, plan sponsors, and plan members manage their benefits. With efficiency, transparency, and user-friendliness as our core principles, we are committed to simplifying benefits management for all stakeholders. Join us in embracing the future of benefits management and discover the positive impact Simply Benefits can have on your journey toward enhanced benefits management.

Interested in requesting a demo or have more questions?

Contact Us!

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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

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.