94% of Canadian small-and mid-sized businesses offer benefits.

Creating your first plan?

Let’s build a plan that provides the coverage your employees need while keeping long-term goals and budget in mind.

Already have a benefits plan?

Our team of experts will review your current benefits programs and identify opportunities for efficiencies or cost-savings. No commitment required!

  • The first step in our plan design process is to get a better idea about your business and goals. Are you planning on growing or expanding into other provinces? These questions help our advisors build plan design options that can grow and evolve with your business.

  • We are fully independent and work with most insurers. This allows us to pick a number of different insurers to quote with that fit your needs based on industry, size, and geography. Once we have quotes back from insurers, we will put them together in a side-by-side comparison that’s easy to understand.

  • Once you have made a decision on which plan design and insurer makes the most sense for your business, our team coordinates the plan implementation from start to finish.

  • We provide ongoing plan management including renewal negotiation and reporting, claims support, as well as mid-year benefit updates with claims data when available.

Our Process