SimplyInsured Health Insurance GTM FAQs
Explore key FAQs about SimplyInsured's health insurance offerings for partners and prospects.
What marketing campaigns does SimplyInsured supply for prospects and customers?
Please provide screenshots of the content / sequences sent in the following scenarios:
- When a prospect enters the flow but does not get a quote
- For ongoing customers
- Contact SimplyInsured
If a prospect is in the flow / on the phone with a Partner Sales Rep and wants to speak with a licensed broker from SimplyInsured, what options do they have?
Please provide the details of each contact type:
- Phone number
- General: (888) 584-7457
- General: consult-referral@simplyinsured.com
- Chat
- Available hours: 6 am to 5 pm Pacific Time, Monday through Friday.
- Calendly to book time
- N/A, use partner specific email to book time.
Are there any hot handoff lines that we can use to send interested prospects directly to a licensed broker to discuss policy-related questions?
There are no guarantees that hot handoffs to licensed brokers will be available. SimplyInsured recommends a business completes their initial quote, then use phone/chat to speak with a sales representative. If the sales representative is not able to answer all of the business’s questions they will coordinate with a licensed broker to schedule a follow up meeting.
How does the Broker of Record switch work today? How should a Sales Rep guide a prospect to successfully complete the transfer?
What can the Partner Sales Reps say about the expected benefits of using SimplyInsured (e.g. price reduction, coverage, etc.)?
- Instant quotes
- Save $500/employee/year
- Automatic administration (deductions, renewals, new employees, COBRA)
What are regulatory points that Partner Sales Reps can’t discuss?
- Negotiate rates
- Recommend health plans
- Get quotes on behalf of a customer
- Discuss the substance of a plan
- Communicate with a carrier on a customer’s behalf
- Any other action normally taken by a broker
How will the customer contact SimplyInsured when they have to file a claim, support ticket, or have general questions? Is this a general line or do they have a dedicated account manager?
The best way to contact SimplyInsured is to use the live chat function on the bottom right of your SimplyInsured dashboard. It says "Chat with an Expert" and our support team is available Monday-Friday 7am - 5pm Pacific Standard Time.
- Reference link: SimplyInsured's Guide to Health Insurance Claims
- If you prefer to email us or give us a call we can be reached by email at support@simplyinsured.com or by phone at 888-584-7457. Our team will respond to any emails within 1 business day.
How does the partner get funnel reporting?
SimplyInsured can email out a spreadsheet monthly + share data on request.
- SimplyInsured recommended naming: “Health Insurance for Small Businesses” and “Benefits for Small Businesses”.
How does SimplyInsured handle Affordable Care Act reporting?
- SimplyInsured only sells Health Insurance Marketplace plans if the customer requires it (e.g., they qualify for a subsidy) and in that case SimplyInsured handles the 1095 and ACA reporting.
- Most customers do not purchase those plans - they purchase the off marketplace equivalents and will not require a 1095.
- Small Group Plans do not require ACA reporting.
How does SimplyInsured handle COBRA?
When an employee is terminated in a Check Partner’s system, that will update the employee status in SimplyInsured. The insurance carrier will automatically issue the COBRA notice. The employee has 60 days to enroll in COBRA or State Continuation after their last day of coverage.
Does SimplyInsured partner with Cover California health plans?
Covered California is the health insurance marketplace, not an insurance carrier. SimplyInsured is able to take on the Broker of Record for all California small group plans with any of the insurance carriers that operate in that state. SimplyInsured is not able to BOR on the individual and family plans (IFP) healthcare plans that are through Covered California.
When does SimplyInsured actually create benefits in Check’s system?
- For new plans:
- The company goes to sign up for health insurance and provides the necessary documentation, gets employees to respond, etc.
- Once that is done, that application is then submitted to carriers. On that application, the company picks a future date that the health plan should start
- The benefits objects and deductions are created on that future plan start date, assuming the carrier gives the approval
- If not, then SimplyInsured will create it once they get carrier approval. Note that in this edge case, there is a minor chance of a missed deduction on the payroll. This doesn't impact actual plan payment, but rather is missing from an accounting perspective. SimplyInsured can handle this edge case if needed.
- For BOR switches:
- The company signs the BOR document in the SimplyInsured component
- Then takes anywhere from 2-4 weeks of back and forth with SimplyInsured, the existing broker, and the carrier to get that transferred
- Then takes ~1 week to get the information from the carrier to write the deductions
- The benefits objects and deductions get written on the day the company is moved to Active in SimplyInsured - think about this basically at the same time that the BOR is considered complete
How do funds get sent to the carrier?
Neither SimplyInsured nor Check are responsible for the movement of money from the employer to the carrier. Rather, carriers automatically debit the employer’s account once a month for the entire amount of the health insurance. The employee share is deducted from employee paychecks via the Benefits objects in Check throughout the month.
Last updated on June 6, 2025