The Benefits Trust Works with Benefits Advisors

We work exclusively with you, the benefits advisor, to help design a benefits plan that meets the strategic needs of your clients. We help you answer the “what if” questions and build a better benefits plan for your clients than they can get anywhere else.

Some benefits providers may try to cut the advisor out of this relationship. But at The Benefits Trust we understand the importance of a professional advisor whose role is to help find the best solution for his or her clients.

Working with The Benefits Trust

We do not have a pre-approval or advance application process.
With the first new sold case, simply submit the items below to join@thebenefitstrust.com:

A copy of your license
E&O insurance
Your banking information Electronic Funds Transfer Authorization Form
New Agent Form

Commission is as-earned and paid by direct deposit.

Broker Compensation Agreement will be issued confirming the commission for each case.

Getting a Quote

First and foremost, we need experience in order to quote on traditional style plans. The easiest way to do this is to send us the renewal. We also need census data (in Excel format) and existing plan design.

If you would like more information about working with The Benefits Trust or would like to discuss a new client opportunity, contact Rob Crowder or Mike Ignatz at 905-264-8990 or toll-free 1-800-487-2993.

Yes, We Will Come to Client Meetings with You

Need support on your next prospect or client meeting? We can help. We’re happy to join you so that we can answer specific questions you and your client may have.

Benefit from Our Free Events and Learning Tools

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View standard sample document for advisors & clients

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New to the Industry or a Seasoned Veteran? Join the CGIB

The goal of the Canadian Group Insurance Brokers (CGIB) group is to work together to help educate members to better serve clients. CGIB offers group benefit focused seminars, as well as informal mentoring and information exchanges. Meetings are collegial and offer an opportunity to share ideas and learn from others in the industry. Visit the CGIB Site

Eligible Expenses Include:

Paramedical Practitioners: such as Physiotherapy & Massage Therapy.

Vision Care including Laser Eye Surgery, Contact Lenses, Glasses & Examinations.

Medical Facilities including Convalescent Homes & Substance Abuse Facilities.

Medical Devices such as Orthotics, Hearing Aids & CPAP machines.

Nursing Care to help you recuperate in the comfort of your own home.

Expenses Related to Disabilities including special programs tuition, tutoring and home or vehicle modifications.

Dental Services Orthodontic & Major Services including Dental Implants.

Out of Country Expenses for non-emergency expenses while travelling.

Prescription Drugs excluding only over-the-counter medication.

PHSP Premiums including any employee-paid premiums for health care or dental care benefits.

Private Hospital Room

Our Administration Fee is All Inclusive

Claims submission by mobile claims app, online claims portal, email, fax, and mail.

Daily claims adjudication and payment.Claims will be processed within 1-3 business days, 99% of claims are processed in-house within 24 hours.

Claims payments by direct deposit or cheque.

Employee and administrator inquiries handled by our client service specialists through telephone, fax and email interaction.A member of the Benefits Trust client service team will answer your call, you will not have to navigate a system to find a human being to speak with.

Maintenance of accurate employee benefit records, including Life Insurance beneficiaries.

Monthly billing statements (by division and by department as required), identifying benefits costs for each employee in each division.

Account changes and billing adjustments carried out by The Benefits Trust.

Formal benefits plan documentation to satisfy all legislative requirements concerning private health services plans prepared by The Benefits Trust contract specialists.

Complete Administration Manual which clearly outlines procedures and provides forms for notification of employee status changes.

Online administration for enrollments, changes, and terminations.

Monthly financial status reporting, including the current month, year to date, and prior year to date for on-going monitoring and trend analysis.

Employee information meetings at implementation, and regularly as needed.

Employee communication materials such as benefits brochures and booklets, announcement memos.

Wallet certificate cards provide each member with their contract number and individual certificate number, coordinated with electronic dental.

Facilitating insurance claims with the various carriers.

Are You New to Working with The Benefits Trust?

Working with The Benefits Trust

Getting a Quote

Yes, We Will Come to Client Meetings with You

Benefit from Our Free Events and Learning Tools

Join Our Newsletter and Stay Connected

New to the Industry or a Seasoned Veteran? Join the CGIB

DON’T MISS OUT!

Eligible Expenses Include:

Our Administration Fee is All Inclusive

Are You New to Working with The Benefits Trust?

Working with The Benefits Trust

Getting a Quote

Yes, We Will Come to Client Meetings with You

Benefit from Our Free Events and Learning Tools

Join Our Newsletter and Stay Connected

New to the Industry or a Seasoned Veteran? Join the CGIB

DON’T MISS OUT!

Advisors! Sign Up for Our Monthly Bulletin

Stay Connected

Eligible Expenses Include:

Our Administration Fee is All Inclusive