Advisor Articles

How to Create / Add a New Client
If you're looking to get pricing for a client and would like to begin adding their information to the Simply Benefits platform, follow these steps: ...
Fri, 20 Nov, 2020 at 2:47 PM
How to Add / Enter Census Information
To add your clients' census information, you can either upload a CSV file, or add the information manually (or both)! Note: If you're coming b...
Fri, 20 Nov, 2020 at 2:48 PM
How to Create a Plan Design(s)
You can quickly create multiple plan designs in minutes on the Simply Benefits platform.  1. To begin creating your first plan design, click on the butt...
Fri, 20 Nov, 2020 at 2:49 PM
How to Complete a Master Application
To digitally complete a Master Application (business information), follow these steps: 1. Click on the "Master Application" tile (tab) under y...
Fri, 20 Nov, 2020 at 2:49 PM