Employee Benefits We Offer.

Customize your plan to meet the unique needs of your employees and their dependents.

Extended Health and Dental Coverage
Short and Long Term Disability
Life, Critical Illness & AD&D Coverage
HSA and LSA Coverage

Limitless Possibilities.

Work with a Benefits Advisor to create a plan design that fits your organization's needs. Consider a plan design based on how much flexibility you would like to offer employees, then select a funding platform based on the risk you are prepared to take on.

Plan Designs


Traditional (aka Standard)

You choose which benefits to include in your benefits plan (Life, AD&D, Extended Health, Dental, Disability, Critical Illness and more). We take on the administration and risk.


Modular Flex

Employees tailor their plan by choosing from different benefit tiers (Gold, Silver & Bronze). Each tier offers different levels of coverage, and employees receive a deduction based on the plan chosen. Watch how Modular Flex Plan Designs work in Simply Benefits.


Cafeteria Flex FUTURE

Each employee receives a dollar amount, and gets to select which benefits they’d like included in their own personal plan based on that amount.

Funding Platforms


Fully Insured

The insurer takes on all the risk, and you pay set monthly premium per employee - no matter how much is used.


Administrative Services Only (ASO)

You pay monthly for all Health and/or Dental claims submitted by employees. We simply charge an administration fee to manage the claims so you don't have to. Download our Guide to ASO with Simply Benefits.


Refund Accounting FUTURE

Pay for what you use. You pay a set monthly price and, at the end of each year, the final bill is calculated based on if the organization went over or under the monthly premium.


Select a Portal.

We offer three portals for advisors, employers and employees. Advisors and employers can choose between a branded portal or a non-branded solution depending on business needs. 



Standard Portal

Our most popular, affordable and non-branded version of Simply Benefits.

About Pro

Simply Benefits Pro offers a unique and user-friendly experience for Advisors, Employers, and Employees. Each have their own platform to store, bill, monitor, and manage their insurance needs in one simple place.

Advisor Features

  • Easy Census Upload
  • Same Day Onboarding
  • E-Signatures

Employer Features

  • Real-Time Updates
  • Access Digital Forms
  • Send Push Notifications

Employee Features

  • Digital Drug Card
  • Quick Claim Submission
  • AI Powered Search



Branded Employer Portal

White label option for employers that want to provide employees with a corporate-branded portal for a familiar Employee Benefits experience.

About Enterprise

Simply Benefits Enterprise includes all the same amazing features as Simply Benefits Pro, but with a fully customized and branded Employer and Employee platform.





Branded Advisor Portal

White label option for Advisors that want to provide employer clients and members with a portal featuring their own brokerage brand.

About Partnership

Simply Benefits Partnership was created for advisors who want their own branded Third Party Payer, with little setup time. All your clients will experience Simply Benefits as your own, from start to finish.

Branded Components

  • Logo watermark on dashboard
  • Corporate colours; primary, secondary & tertiary


Introducing Modular Flex

Discover how Benefits Advisors can easily design Modular Flex plans with Gold, Silver, and Bronze tiers for employers.


Ready to Enroll with Simply Benefits?

Yes, and I do have an Advisor.


Connect with your Advisor

Reach out to your Advisor and let them know you’re looking to make the switch to Simply Benefits.


Transfer Your Plan

Your Advisor can move your benefits plan to us or we'll work together to create a new plan perfect for your unique needs.


Enroll Employees

Once you have e-signed the Master Application, your employees can begin digitally enrolling in their plan and start using immediately.

Yes, but I don't have an Advisor.


Connect With Us

Email us and we'll connect you with one of our experienced Advisor partners in your region.


Create a Plan Design

Your Advisor will help you create the perfect plan for your unique business. Then, we'll work together to get you enrolled on Simply Benefits.


E-Sign & Enroll Employees

Once you have e-signed the Master Application, employees can enroll online with instant access to plan details and submit claims.


Check out how we're using technology to drive innovation.

  • Amazon Web Services (AWS) 

    • Our applications are hosted on AWS, offering reliable, scalable, and inexpensive cloud computing services with built-in security and 99.99% availability (Fun Fact: the CIA uses AWS, so if it's good enough for them, we think it's good enough for us).
  • Data Location & Security

    • All data is stored in Canada and is always encrypted both in transit and at rest with industry-standard AES-256 encryption.
  • AI-Powered Search

    • Natural language processing powers our benefits coverage lookup allowing you to easily find out the products and services you're covered for.
  • Claims Adjudication

    • Optical character recognition (OCR) technologies and natural language processing power our real-time receipt parser.
Technology Security


Ready for an upgrade?

Talk to us today about how you can get started with Simply Benefits.


Already a Member?

Access your online account by clicking on the login button below

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.