SIMON for Partners
Benefits Administration For Partners: Better Tools To Manage All Stakeholders.
SIMON for Partners is designed with large teams in mind. The Partner Portal unifies all SIMON products in one location, allowing quick access to manage your brokers, employers, and members. This application is for users who prefer to keep touchpoints from their high-value customers in-house.
Features
Enrollment
- Member maintenance
- Enforce custom carrier rules
- Create innovative product bundles
- Census enrollment in any format
- Advanced contribution strategies
- SIMON Audit Engine
- Open Enrollment period management
- Set up custom waive reasons and rules
Reports
- Activity reporting
- User reporting
- Minimum participation report
- Access employer reports
- Custom reports at request
Communication
- Include read-receipts on messages to employees
- Publish announcements (e.g. marketing content, compliance notices) for brokers, employers, and employees
- Configurable “launchpad” Tiles for all user types
- Customizable email templates for system notifications
Other
- White-labeling across market segment
- Proxy access to all products and user types
- Multi-factor authentication
- Underwriting audit capabilities
- Customizable user permissions
- Internal and external user provisioning
- Configure product experiences