SimplyInsured is an online platform designed to help small businesses find and manage employee health benefits with ease. It allows you to compare medical, dental, and vision insurance plans side by side, making it simple to evaluate coverage options, costs, and benefits.
By streamlining the selection process, SimplyInsured helps businesses choose the best plans that align with both company budgets and employee needs.
With a user-friendly interface and transparent pricing, it eliminates the hassle of navigating complex insurance options, ensuring you make informed decisions for your team’s well-being.
This article explains how to set up the integration and provides answers to frequently asked questions.
📌 You must be a Payroll admin with the "manage integration" permission to proceed.
The SimplyInsured integration page is accessible in admin view.
Shop for a policy or connect an existing SimplyInsured policy
Connecting SimplyInsured to Workstream Payroll ensures that your chosen benefits are seamlessly integrated into payroll. Deductions are automatically applied to each paycheck, eliminating the need for manual adjustments.
Additionally, if an employee leaves, they’ll receive an automatic COBRA invitation, allowing them to continue their insurance coverage.
Managing your policies is easy. Once you select a plan, you can update it in SimplyInsured through the Integration page. Any changes automatically sync with Workstream Payroll, ensuring accurate deductions and up-to-date benefits.
Follow these steps to connect a Payroll Entity with SimplyInsured:
In admin view, go to COMPANY SETTINGS, then select Integrations.
Find the SimplyInsured integration under the Payroll section.
Select Connect next to the Payroll Entity you want to connect with SimplyInsured. You’ll be redirected to the integration page.
Shop for a policy or connect an existing policy:
Find a plan: Choose from the best medical, dental, and vision plans
Connect existing plan: Provide details to link your current SimplyInsured plan to Workstream Payroll
Follow the prompts to complete the connection.
FAQs: SimplyInsured
Q: What happens when an employee’s coverage ends?
A: When an employee is terminated, SimplyInsured will send them an email letting them know when their coverage ends. They’ll also get information about COBRA options, so they can continue their insurance if needed. The insurance carrier will also reach out with details about COBRA.
Q: How does SimplyInsured handle benefit creation in Workstream?
A: SimplyInsured automatically creates benefits in Workstream Payroll:
For new plans, benefits will be added when the insurance carrier approves the plan or when the plan start date arrives
If you’re transferring a plan, benefits are created when the company is moved to "Active" status in SimplyInsured
For new employees, benefits are created the day after they’re enrolled in a health plan
These benefits will show up as period benefits in Workstream Payroll.