SIMON for Partners

Better tools for you to directly manage your broker community, employers, and employees

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

  • 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
  • Activity reporting
  • User reporting
  • Minimum participation report
  • Access employer reports
  • Custom reports at request
  • 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
  • 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

Here's What's Happening: