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Partners

Centralized control across the entire benefits ecosystem.

Managing multiple employer groups, brokers, and carriers through disconnected systems creates inefficiency and risk. SIMON® for Partners consolidates everyone into one operating environment, giving you complete visibility and control across the entire benefits administration journey.
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One platform. Every stakeholder.

SIMON for Partners brings all SIMON products into a single environment, allowing brokers, employers, and members to be managed in real time from one place.

From security and access controls to communication tools and brand customization, SIMON for Partners gives you the flexibility and oversight needed to manage complex multi-stakeholder environments efficiently.

Controlled access and security
Configurable role-based access, multi-factor authentication, and proxy capabilities provide secure oversight across every stakeholder while supporting scalable operations.

Powerful communication tools
Publish updates, automate notices, and track engagement across all audiences from one central hub.

Your brand, your way
Fast, easy white-labeling capabilities let you match your organization's brand and structure right out of the box.

Seamless integration
Fully configurable workflows, user types, and broad API integrations work with your existing systems.

Product 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

See SIMON in action.

SIMON for Partners delivers centralized management with the transparency and oversight you need to scale confidently. See how the platform simplifies multi-stakeholder administration.

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