Questions and Answers

Which benefits providers are supported? Is [X Benefits Provider] supported? What if I am not contracted with your supported benefits providers? Are there any group-size restrictions for contacting the carriers? Does this change my commission with carriers? How do I get started? Can you provide details on admin set up, user onboarding, and the estimated time required for the entire process? My company has a specific workflow for evaluating and responding to quotes, how does Streamline Benefits integrate into our workflow? My client decides to go ahead with a plan or move carriers based on the quotes that came in – what’s next? What are the costs expected to be? I have [privacy/security/confidentiality] concerns about using a tool like this: what is SLB doing to keep my data safe? How can I be sure that the results from this tool are accurate? What do I need to disclose to clients about using this service?
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Which benefits providers are supported? Is [X Benefits Provider] supported?
  • Manulife Financial
  • Sun Life Financial
  • Great-West Life (Canada Life)
  • Green Shield Canada
  • Desjardins Insurance
  • Industrial Alliance (iA Financial Group)
  • RBC Insurance
  • Canada Protection Plan
  • SSQ Insurance
  • BMO Insurance
  • Empire Life Insurance Company
  • The Co-operators
  • Equitable Life of Canada

If you work with a benefits provider that is not listed, please contact us and we can work with you to provide support.

What if I am not contracted with your supported benefits providers?

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.

Are there any group-size restrictions for contacting the carriers?

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.

Does this change my commission with carriers?

No, StreamLine Benefits does not affect your commission in any way.

How do I get started? Can you provide details on admin set up, user onboarding, and the estimated time required for the entire process?

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.

My company has a specific workflow for evaluating and responding to quotes, how does Streamline Benefits integrate into our workflow?

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.

My client decides to go ahead with a plan or move carriers based on the quotes that came in – what’s next?

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.

What are the costs expected to be?

We plan on offering…

I have [privacy/security/confidentiality] concerns about using a tool like this: what is SLB doing to keep my data safe?

Our platform adheres to industry-leading security standards and complies with relevant data protection regulations to ensure the confidentiality of your data.

How can I be sure that the results from this tool are accurate?

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.

What do I need to disclose to clients about using this service?

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.

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