Simply Benefits Marketing Material & Forms
Introduction & Background
Simply Benefits is a Third-Party Payor that provides unique portals and a mobile application for benefits advisors, plan administrators, and plan members. Their advisor portal allows benefits advisors to quote, onboard, and manage their groups 100% digitally. Administrators can manage plans, onboard and manage members, and view plan coverage through their portal. Plan members can submit claims, view plan coverage, check usage, and purchase marketplace benefits on the member portal and mobile application.
We partnered with Simply Benefits to enhance their marketing collateral and streamline their form submission processes, focusing on creating engaging, informative, and visually appealing materials.
The Challenge
Simply Benefits needed to establish a robust suite of marketing materials and fillable forms that would support their digital-first approach. They required comprehensive, easy-to-understand resources to educate and inform their users about various benefits programs, processes, and offerings.
The Solution
In response to the challenges faced by Simply Benefits, we developed a comprehensive suite of marketing materials and fillable forms tailored to their needs.
Marketing Materials
We designed and created a range of marketing materials to support Simply Benefits’ digital platforms and outreach efforts:
Welcome Booklets/Brochures
Visually appealing booklets to welcome new members and provide an overview of Simply Benefits’ offerings
Benefits Programs
Detailed information on various benefits programs available to plan members.
Benefits News
Regular updates and news to keep members informed about the latest developments and changes in benefits.
Partnerships
Highlighting key partnerships and their benefits to members.
Benefits Information
Educational materials explaining various benefits and how they work.
Contact Sheets
Easy-to-use contact information for member support.
Slide Decks
Professional presentations for use in webinars and meetings.
Print: Flags, Business Cards, Brochures
Creation of professional print related marketing material.
Quote Proposals and Renewal Documents
Creation of renewal documents for groups at renewal dates.
Fillable Forms
To streamline the form submission process, we designed and created fillable forms, including:
Enrollment Forms
Simplified forms for new members to enroll in benefits programs
Extended Health Claims Submission Forms
User-friendly forms for submitting health claims.
Dental Claims Submission Forms
Easy-to-navigate forms for dental claim submissions.
Invoices
Professional and clear invoicing templates for various services.
The Results
The implementation of our tailored marketing materials and streamlined fillable forms for Simply Benefits has resulted in significant improvements across user engagement and operational efficiency. Users have reported increased satisfaction with the clarity and usability of our materials, leading to higher engagement rates and better-informed members. The introduction of user-friendly fillable forms has streamlined processes, reducing submission times and enhancing overall user experience. These enhancements underscore our commitment to delivering effective solutions that meet the unique needs of Simply Benefits, ultimately contributing to their ongoing success in the benefits management industry.
Testimonial
"Adam was a game-changer for Simply Benefits. His expertise in digital marketing and content creation boosted our online presence and engagement. The professional videos and targeted social media strategy were particularly impactful, leading to increased client inquiries and conversions. His commitment to understanding our unique needs and delivering tailored solutions was impressive. We are thrilled with the results and look forward to continuing our collaboration."
- Jeff Cox, CEO at Simply Benefits
Conclusion
The partnership with Simply Benefits highlights how tailored marketing materials and streamlined forms can significantly enhance user experience and engagement. By providing visually appealing, informative, and easy-to-use resources, we successfully supported Simply Benefits in achieving their business goals. This project underscores our commitment to delivering customized solutions that meet our clients' unique needs and drive tangible results. We look forward to continuing our efforts to support Simply Benefits in further enhancing their market position and user satisfaction.