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Intuit

SimplyInsured group benefits for small business employers

Find answers to questions about SimplyInsured's group benefits options for small business employers.

In September 2018, we established a partnership with online insurance broker, SimplyInsured. They offer affordable group medical, dental, and vision insurance options nationwide except in HI, VT, and Washington DC. In this article, we answer questions you have about SimplyInsured.

This offering is available to you if there are at least 2 people in the company. At least one of those 2 employees is a W-2 and the group does not consist of only husband and wife. It’s available for QuickBooks Online Payroll Products.

Getting started

  • Shop for affordable plans from all major health carriers.
  • Enjoy seamless integration with QuickBooks Online. Company contribution and employee deductions are automatically synced with your plans.
  • Manage your benefits online:
    • Instant quotes
    • Quick application
    • Plan management post-enrollment
  • Available support (phone, email, chat) to answer questions about SimplyInsured benefits, payment options, and policies.
  • A QuickBooks Online expert you can connect through the in-product  (?) Help and can help you with accounting and payroll questions.

Log in to your QuickBooks Online account and go to Workers or Payroll menu, then Benefits.

If you’re interested in a new group health insurance policy:

  • Select Find your plan for a quote for group health, dental or vision plans.
  • SimplyInsured provides coverage options for your business based on your location, number of employees, and age of employees.
  • You can easily review and compare plans to shop between features, providers, and payment options.
  • You can ask questions, start the application process, or come back later when you’re ready to purchase.

If you have an existing group health policy purchased through another provider, select Connect existing plan to change your broker of record to SimplyInsured. This will enable you to manage your policy through QuickBooks Online.

Approval for a new policy generally occurs within 1-2 weeks.

With each plan, SimplyInsured will work with QuickBooks Online directly to create company contributions and employee deductions for your employees.  SimplyInsured will also establish a payment plan for your group benefits policies.

SimplyInsured is happy to answer any questions regarding your group health insurance. Call them at 888-352-0146 for assistance.

Employees

Deductions for health, dental, and vision are automatically created for every employee who enrolls with SimplyInsured. The deductions will automatically be applied to each paycheck.

Employees can view the deductions on pay stubs or  through QuickBooks Workforce.

If you have any questions regarding the policy or the deduction amounts, please contact SimplyInsured. You can't edit deduction information in QuickBooks Online.

Deductions created by SimplyInsured are view only. For any edits, please call SimplyInsured at 888-352-0146. Any adjustments made are automatically applied to your payroll.

Add an employee

  1. Go to Workers or Payroll menu, then select Employees.
  2. Select Add an employee.
  3. Complete employee info including email address.
  4. After entering their info, the employee will get an email, inviting them to enroll in SimplyInsured. If an employee has any questions, they can call SimplyInsured at 888-352-0146.

Change the employee’s status to Terminated, and automatically transmit the updated status to SimplyInsured. They will remove the employee from your benefits plan. You'll receive a confirmation email once it has been processed.

Payroll

When paychecks are created in QuickBooks Online, all employee and employer paid deductions will be calculated for all employees participating in benefits.

SimplyInsured can assist in setting up payment options for each policy. Please reach out to them for assistance as needed.

Connect to a Payroll Expert for assistance. Go to (?) Help section in your QuikBooks Online account and select Contact Us. You can choose to Start a chat  or Get a callback.

Yes, you do. Please contact us with any questions about payroll. We’ll get you up and running with what’s right for your business.

Other questions

By connecting your existing benefits plan through QuickBooks Online, you'll be able to manage your benefits and employees in one location. Employee deductions will be automatically synced with payroll. SimplyInsured will be your Broker of Record, assisting you with any questions about your benefits.

Yes, you can.

  1. Go toWorkers or Payroll menu, then select Benefits
  2. Select Continue application.

  1. Go toWorkers or Payroll menu, then select Benefits
  2. Select Manage Plan.

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