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How to Integrate Your Existing Health Benefit Plans

In this article:

Background
If your business already offers health benefits, you can connect your current plan to Patriot Payroll through our free integration with SimplyInsured. By connecting your existing plan to SimplyInsured, you can manage your benefits in the payroll software centralizing your benefits, employees, and payroll inside Patriot. Here’s what you can expect with Patriot’s integration with SimplyInsured as your broker of record:

  • Deductions synced to your payroll
  • Automatic employee enrollments and terminations
  • Digital ID cards
  • Access to SimplyInsured’s team of experts and support
  • One click renewals
  • No additional cost or fees

To connect your health benefits, you’ll need to make SimplyInsured the broker of record for your plan. Then, you can manage payroll and your current benefits in one place without starting over with a new plan.

💡Depending on your carrier and time of the BOR request, it can take 4 to 8 weeks to make the broker of record change.

SimplyInsured vs Traditional Brokers

Feature SimplyInsured Traditional Brokers
Plan Premiums Price set by law Price set by law
Fees? No fees No fees
Free Payroll Integration? Yes No
Easy Renewals? Yes
1 click, and online open enrollment		 No
Fill out, sign, and fax paperwork
Robust Support? Yes
Team of licensed insurance agents and experts 		No
Limited, contact insurance carriers directly
Hundreds of Plan & Carrier Options? Yes No
Online Employee Onboarding? Yes
Completed in minutes 		No
Paper forms and processing times

Information You’ll Need to Assign SimplyInsured as the BOR

  • Plan documents (you’ll need to upload this to SimplyInsured.)
  • Plan Name, Carrier and Group Number for each insurance you want to integrate i.e. – Medical, Dental, Vision, Long Term Disability, Short Term Disability, Term Life, Whole Life
  • The amount that you currently contribute to your employees insurance.
  • The amount employee of employee deductions for their and their dependants health benefits.

How to Assign SimplyInsured as Your Broker of Record

  1. Go to Payroll > Employees > Health Benefits.
    • You must have company permissions to view the information in the Health Benefits.
    • 💡You must be an Authorized Representative to approve this broker of record change.
  2. Click the tile that reads “Connect an Existing Plan.”
  3. Answer the questions to begin the process of transferring your Broker of Record to SimplyInsured.
  4. After you’ve made SimplyInsured the BOR, deductions will automatically start being taken based on payroll.
  5. You will need to inactivate any previously set up deductions and contributions once your plan is integrated.
  6. SimplyInsured will provide full support coverage for questions on your plan.

FAQs

Below are common questions and answers to help you understand what happens during this process.

What happens to my current broker?

When you connect your existing health plan, SimplyInsured becomes your new broker of record. This means:
•Your former broker will no longer manage or service your plan.
•Commissions move from your previous broker to SimplyInsured.
•Your health insurance carrier will only work with SimplyInsured for plan updates, renewals, and changes.

Will my health plan or carrier change?

No. Your current plan and insurance carrier stay the same. Employees keep their coverage without interruption. The only change is who services the plan.

How does this benefit me?

By using SimplyInsured as your broker, you get:
•Free health benefit integration with Patriot.
•Automatic syncing of benefit deductions and contributions with Patriot Payroll.
•Employee self-service enrollment and updates through the employee portal.
•A streamlined process for handling renewals, adds, and drops without extra paperwork.

Do I need to tell my old broker?

When the broker of record change is filed, your carrier will notify your former broker. You aren’t required to contact them, but many employers choose to share the update directly.

What if I want to stay with my current broker?

If you’d prefer to keep your existing broker, you can continue running payroll in Patriot, but you won’t be able to integrate benefits with SimplyInsured. In that case, payroll deductions would still need to be updated manually.

How can I contact SimplyInsured’s customer support?

You can reach out to SimplyInsured’s customer support by going to the health benefits tab in Patriot Payroll Payroll > Employees > Health Benefits to chat, contact them via email patriotsupport@simplyinsured.com, or call SimplyInsured 800-735-4158 7:00 a.m – 5:00 p.m. PT


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