The Advisor
Experience
Being an insurance Advisor has never been so easy. With us, you’ll gain the resources, support, and opportunities to grow your business and better serve your clients.
As a Third Party Administrator (TPA), Benefits by Design (BBD) manages the administration of benefit plans for companies across Canada. We work with insurers and other service providers that outsource administrative services to us to improve efficiency and quality of service.
PLAN STRATEGIES
Fully Insured & Hybrid Arrangements
Fully insure an entire plan, a portion of the plan (i.e., life and disability), and self-fund the health and dental benefits.
Spending Accounts
Offer health, dental, and wellness choice plus self-service to employees. Set a fixed amount for each employee and only pay for what employees claim.
Administrative Services Only
(ASO)
Control the costs of an employee benefits plan by self-funding the health and/or dental benefits.
Our Suppliers
We choose partners that share our philosophy around creating sustainable employee benefit plans designed to protect Canadian employers and their employees’ health, wealth, and happiness.
The Partner Solutions Press
The Partner Solutions Press newsletter is published monthly and contains lots of great information for Advisors and their clients, including important industry updates, upcoming events and webinars, informational blogs, e-books, and infographics, and more!
NOMAD
Nomad provides convenient and secure online access to Advisors and allows them to monitor their clients’ activity and experience from a single portal. Watch the demo.
Top Advisor Blogs
Working with us
Each Advisor is assigned a BBD team that works tirelessly to support you and your clients’ needs. You’ll gain a:
Regional Director
-
Knowledgeable group benefit specialist, equipped with the resources to help you sell a new group.
-
Supports you with quoting, generating new business, answering product questions, and more!
Client Manager
-
Works to ensure the smooth operation of your clients’ benefits plans from implementation to renewal.
-
Monitors your in-force clients’ performance.
Client Service Specialist
-
Handles the day-to-day administration of your clients’ plans.
-
Direct contact for Plan Administrators.
Ready to work with us?
Contact BBDDownload Link