Questions and Answers
- Beneva
- BMO Insurance
- Canada Life
- Canada Protection Plan
- Desjardins Insurance
- Empire Life Insurance Company
- Equitable Life of Canada
- Green Shield Canada
- Industrial Alliance (iA Financial Group)
- Manulife Financial
- RBC Insurance
- RWAM
- Sun Life Financial
- The Co-operators
- Victor Insurance
- Wawanesa
If you work with a benefits provider that is not listed, please contact us and we can work with you to provide support.
While we provide support for a large number of insurance providers, our tool does not enforce contact with any specific company. You are always in control of who you communicate with.
No, there are no group-size restrictions for contacting the carriers. Our insurance benefits solution allows you to reach out to the carriers without any limitations based on the size of your group. It is only for fully insured plans (not self insured) at this time.
No, StreamLine Benefits does not affect your commission in any way.
We’ve made it easy to get started with Streamline Benefits. Our system has been designed to fit into your existing quoting workflow, while offering powerful features for enhancing the process. We will work with you during the setup to ensure your organization is up and running quickly.
Streamline Benefits aims to enhance your quote workflow with a range of powerful tools. We offer options to import and export data and documents throught the quoting process, ensuring that you can continue to use your exisiting process, while still making use of our platform.
Streamline Benefits currently focuses on the quoting process – once a quote is selected, you can use your existing processes to finalize it. Streamline Benefits can keep track of your clients renewal dates, and can provide reminders as those dates come up.
Our platform adheres to industry-leading security standards and complies with relevant data protection regulations to ensure the confidentiality of your data.
Ensuring the accuracy of our tool’s results is one of our top priorities. We achieve this through a dual approach, combining advanced algorithms and the expertise of our trained analysts. All of our reports are analyzed before being released in order to ensure accuracy.
You do not need to disclose any information to your clients about using this service. Our platform ensures the privacy and confidentiality of your data.