Become a Partner. Earn Recurring Revenue

Add another revenue stream for your business by reselling our insurance and employee benefits products to your clients.

Become a partner. Earn recurring revenue

Unlock a suite of health, wellness, and insurance products to offer your clients and boost your business revenue.

Partner Portal

We make it easy for you to sell.

Setting up your client's spending account shouldn't take weeks with tons of paperwork to review. You can create their account, manage their plan, and add their team to start submitting claims, all in under 10 minutes.

FAQs

The As to your Qs

When implementing a new benefits product for your clients, there are many questions that need to be asked about cost, coverage, how it adds value to your clients, and more. Well, we're here to help.

How much does it cost?

Our flexible spending solution, The Wallet, we charge a 7.5% admin fee plus taxes on each claim. Your client only pays when claims are made. No claims, no cost. There are no sign up fees, ongoing fees or minimum floats required.

How much will I earn?

Commissions are usually paid on a monthly basis and there is no cap to your earnings. We pay a commission from the admin fees we generate, for the lifetime of the client. Each Partner's situation is unique, so to better understand total potential earnings, book a call with us today.    

Does this cover Vision and Orthodontics?

Yes, your clients will be able to claim Vision and Orthodontics through their health spending account (HSA) for them personally and their family family members. For a complete list of eligible medical expenses that can be claimed through the health spending account, please visit this link.

The best part: HSA eligible expenses flow income tax free from the corporation to the employee, providing immediate value for your clients.    

How is The Hybrid different than traditional group benefit plans?

Most commonly, your Dental, Extended Health, and Prescription Drugs usage drive up your renewal costs. With The Hybrid, you'll move your Dental and Extended Health benefits to The Wallet for our cost control capabilities, thus higher usages from your team won't trigger higher premiums. At the same time, you'll receive coverage from all the preventative products such as Life, Long-Term Disability, and Prescriptions. All the flexibility and cost control from The Wallet. All the risk and protection from insurance. The best of both worlds.

I have an existing plan. How do I switch to The Hybrid?

Firstly, you'll provide us with your current plan's Plan Booklet, Experience Report, and an Employee Census form to establish the group insurance pricing for your new Hybrid plan. We'll then assist you in providing your 30-day cancellation notice to your existing provider. Lastly, we'll create your Wallet account, add your employees, and set your plan's start date as the day after your 30-day cancellation.

I don't have an existing plan. How do I get started with The Hybrid?

We'll provide you an Employee Census form to complete so we can provide your group insurance pricing. Once you agree to the pricing, we'll get you and your team set up on The Wallet to leveraging our benefits. Your group insurance policy will kick in the following 30 days.

How do I get started?

We'll get you a quote for our group insurance policy, which requires your current plan's most recent experience report, plan design, and an employee census form with your team's demographics. If you don't have an existing plan, we'll just have you complete an employee census form. Once we've generated your quote and you agree to the cost, we'll get you set up on The Wallet to complete the masterpiece. You can begin submitting claims on The Wallet and your group insurance policy will take effective the following 30 days.

What our partners say

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“BeniPlus has helped us add more value to our clients.”

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Jeremy Cooper
CLU, FEA at ITI Financial

“An amazing service”

Lorem ipsum dolor sit amet consectetur adipiscing elit ultrices scelerisque mi sed interdum lacus tellus in mi orc, netus nisl laoreet phasellus. Pellentesque non nunc placerat mi quis vitae cursus ornare.

John Carter
Designer at BRIX Templates

“One of a kind service”

Lorem ipsum dolor sit amet consectetur adipiscing elit ultrices scelerisque mi sed interdum lacus tellus in mi orc, netus nisl laoreet phasellus. Pellentesque non nunc placerat mi quis vitae cursus.

Sophie Moore
Head of Design at BRIX Templates

“The best service”

Lorem ipsum dolor sit amet consectetur adipiscing elit ultrices scelerisque mi sed interdum lacus tellus in mi orc, netus nisl laoreet phasellus. Pellentesque non nunc placerat mi quis vitae cursus ornare.

Andy Smith
Developer at BRIX Templates
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FAQs

The As to your Qs

We know with implementing a new benefits plan, there are many questions that need to be asked about cost, coverage, how it differs from your current plan, and more. Well, we're here to help.

What's your cost?

We charge a 7.5% admin fee plus taxes on each claim. Your business only pays when claims are made. No claims, no cost.

Are there any additional fees?

None! There are no set-up fees, upfront payments, or monthly premiums. We only charge a 7.5% admin fee plus taxes on claimed expenses.

What type of coverage do I get?

You'll have five benefit categories you can enable within the platform. Healthcare Spending will cover all your medical expenses related to dental, vision, prescriptions, physio, and more. Personal Insurance lets your employee purchase insurance products for Life and AD&D, Travel, Critical Illness, and more.

Can I decide which categories you can enable? And can employees allocate their own Wallets?

Yes, you can set your available categories in the beginning of your term, and within the first two weeks of every January going forward. This also applies to employees when they set their Wallet allocations.

Can I use your platform as an add-on to our existing group benefits plan?

Yes, absolutely! We can serve as your standalone or add-on benefits plan to best serve your team's needs.

What if I'm an owner with no employees?

We'd love to have you! The Wallet is a very tax-efficient way for owners like yourself, who work in the company, to pay for your personal and family health expenses through your corporation instead of out-of-pocket.

How do I submit a claim?

Submitting a claim is a simple three-step process. Firstly, you snap a photo of your expense receipt. Secondly, you login to your BeniPlus account on your desktop or mobile device to upload the receipt. And lastly, BeniPlus reviews and approves your claim the same business-day day, and you'll receive the funds back into your bank account within 24 hours.

How many employees do I need to enrol?

One employee is all you need! And that can be the owner or an employee.

How do I reimburse my employees?

There are two ways you can reimburse your employees: One, you can add funds from your business bank account to your Corporate Wallet, and our platform will use that as the payment source for any approved claims. Second, you can toggle the option for direct withdrawal from your business bank account, and this is a great option if you want to further streamline the reimbursement process.

How is your platform different than traditional group benefit plans?

With a traditional employee benefits plan, companies need to choose between set plans and then they pay a monthly premium based on their employees’ demographics and medical conditions. They pay the same monthly premium even if employees do not use the benefits and if they do use them, the company may get a noticeable increase in costs at the end of each year. With the BeniPlus Wallet, companies get to choose the limit each employee can spend each year and they only pay if their employee uses the plan. There are no surprises at renewal time.

How are you different from a Healthcare Spending Account?

Healthcare Spending Account is one of our platform categories, but we do much more. Your team will have access to four additional benefit categories to highly personalize their benefit Wallet based on their yearly goals, including Wellness Spending, RRSP, Charitable Giving, and Personal Insurance.

How do I set my annual or monthly budget?

You'd set your annual or monthly budgets within your Admin portal of our platform. You can set different budgets for employee classes most relevant to your team structure, which could include Owner/Executive, Manager, Employee, and etc.

What if I want to include group insurance for risk protection?

You can add that too! You can request a quote for a group insurance policy that could Life and Long-Term Disability within the platform or reach out to our team.

How do I get started?

Getting started with us takes two simple steps. One, you'd complete this online form, which takes less than five minutes. Second, you'll meet our team for your 30-minute onboarding session, which will include a product walkthrough and adding your employees. And then...that's it! You and your team will have access and you can start submitting claims. Sign up here.

Become a Partner

Join our Partner Program to add additional revenues for your business and offer more value to your clients. You'll meet with our CEO and receive free training and marketing materials to help you get started.

Thank you! Your submission has been received!
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The Partner

Increase your Health & Wellness Spending Account revenue by 4x

Grow your revenue with higher spending accounts, executive benefits solutions, marketplace commissions, and more.

Some of our partners

Some of our amazing partners

Generate more sales with the support of our team and technology

More Engagement

Our platform offers employees a wide range of benefit categories to spend with their BeniPlus Wallets, including a curated marketplace to further support their health and wellness, contributing to higher engagement.

More Recurring Revenue

We not only provide Health Spending Account revenue, but also five additional revenue streams for your business. These include RRSPs, marketplace revenue sharing, insurance for executives, and more, all recurring with low maintenance.

Dedicated Support

Our team is dedicated to ensuring you're successful with us. We'll provide you and your team with hands-on sales training, high-converting marketing materials, and seamless client onboarding.

80 - 85%

utilization rate

4x

more revenue

Ongoing

sales, marketing, and client support

Start Earning

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BeniPlus Wallet

Our Flexible Spending Account that provide your clients with a wide range of employee benefits: Health Spending, Wellness Spending, RRSPS, Personal Insurance, and access to the BeniPlus Marketplace.

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BeniPlus Hybrid

Our Best of Both Worlds solution that perfectly blends the BeniPlus Wallet with group insurance such as Life, Critical Illness, Long-Term Disability, Travel, and more. One of a kind.

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BeniPlus Executive Wallet

Premium benefits for executives including higher limits and access to tax-advantaged products including portable term life insurance, RESPS, and more.

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BeniPlus Marketplace

A carefully curated marketplace that your clients will love. They'll have access to exclusive health and wellness products, services, and discounts.

BeniPlus' Plan Design module showing your customization options

Easily add new clients

With a click of a button, you can add your clients to the platform, and we'll handle their onboarding to ensure they're ready to go. Creating their accounts takes less than 5 minutes. No paperwork needed.

Choose between five benefit categories
Annual or monthly budgeting
Simply add group insurance to your plan
Prorating and rollover options
  • Quick Setup
  • Bulk Upload via CSV
  • All digital. Paperless.
  • Secure

One plan. Multiple designs.

Give your clients the ultimate flexibility by tailoring benefits for every employee group, including executives, ensuring everyone gets exactly what they need — from healthcare to retirement savings.

  • Custom design by Division or Class
  • Corporate top-ups
  • Unlocks the BeniPlus Executive Wallet
BeniPlus' Employee Management module showing how you can easily add your employees
BeniPlus' Classes module to show how you can set different budget classes or profiles for your employees.

Track your revenue

Get real-time reporting on BeniPlus commissions for you and your team.

  • Individual and Team Reports
  • Customizable Reports
  • Export to CSV

What our partners are saying

Jeremy Cooper, CLU, FEA

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla.

Easily add new clients

With a click of a button, you can add your clients to the platform, and we'll handle their onboarding to ensure they're ready to go. Creating their accounts takes less than 5 minutes. No paperwork needed.

Design multiple plans

Give your clients the ultimate benefits plan personalization. You can design plans to meet the needs of every employee group including Owners, Executives, Full-time and Part-time employees.

Earn recurring revenue

Create another source of revenue for your business with our catalogue of products including Health Spending Accounts, RRSPs, Travel Insurance, Marketplace sales, and more.

Let's work together

We collaborate with financial advisors and benefits consultants to ensure we provide the highest quality service to our shared clients. If you're interested in partnering with us, we'd love to hear from you.

Growing your business together

BeniPlus is a trusted benefits partner for professionals across industries — from financial advisors to fractional CFOs and beyond.

Financial Advisors

Integrate our tax-efficient benefit products including Health Spending Accounts into your client's financial strategy.

Benefits Consultants

Our platform and suite of products empowers you to design the most flexible plan for your client.

HR Consultants

Introduce innovative strategies like our Hybrid benefits plan and Marketplace to enhance wellness offerings for your clients.

Fractional CFOs

Present cost-effective employee benefits solutions for your clients, from owner-operators to small and mid-sized teams.

Tagline

Build your plan for free

Give your employees the benefits they want and need. Get started in less than 5 minutes. Loved by thousands of employees.

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Get started

Book demo

Become a Partner

FAQs

What's your cost?

We charge a 7.5% admin fee plus taxes on each claim. Your business only pays when claims are made. No claims, no cost.

Are there any additional fees?

None! There are no set-up fees, upfront payments, or monthly premiums. We only charge a 7.5% admin fee plus taxes on claimed expenses.

What type of coverage do I get?

You'll have five benefit categories you can enable within the platform. Healthcare Spending will cover all your medical expenses related to dental, vision, prescriptions, physio, and more. Personal Insurance lets your employee purchase insurance products for Life and AD&D, Travel, Critical Illness, and more.

Can I decide which categories you can enable? And can employees allocate their own Wallets?

Yes, you can set your available categories in the beginning of your term, and within the first two weeks of every January going forward. This also applies to employees when they set their Wallet allocations.

Can I use your platform as an add-on to our existing group benefits plan?

Yes, absolutely! We can serve as your standalone or add-on benefits plan to best serve your team's needs.

What if I'm an owner with no employees?

We'd love to have you! The Wallet is a very tax-efficient way for owners like yourself, who work in the company, to pay for your personal and family health expenses through your corporation instead of out-of-pocket.

How do I submit a claim?

Submitting a claim is a simple three-step process. Firstly, you snap a photo of your expense receipt. Secondly, you login to your BeniPlus account on your desktop or mobile device to upload the receipt. And lastly, BeniPlus reviews and approves your claim the same business-day day, and you'll receive the funds back into your bank account within 24 hours.

How many employees do I need to enrol?

One employee is all you need! And that can be the owner or an employee.

How do I reimburse my employees?

There are two ways you can reimburse your employees: One, you can add funds from your business bank account to your Corporate Wallet, and our platform will use that as the payment source for any approved claims. Second, you can toggle the option for direct withdrawal from your business bank account, and this is a great option if you want to further streamline the reimbursement process.

How is your platform different than traditional group benefit plans?

With a traditional employee benefits plan, companies need to choose between set plans and then they pay a monthly premium based on their employees’ demographics and medical conditions. They pay the same monthly premium even if employees do not use the benefits and if they do use them, the company may get a noticeable increase in costs at the end of each year. With the BeniPlus Wallet, companies get to choose the limit each employee can spend each year and they only pay if their employee uses the plan. There are no surprises at renewal time.

How are you different from a Healthcare Spending Account?

Healthcare Spending Account is one of our platform categories, but we do much more. Your team will have access to four additional benefit categories to highly personalize their benefit Wallet based on their yearly goals, including Wellness Spending, RRSP, Charitable Giving, and Personal Insurance.

How do I set my annual or monthly budget?

You'd set your annual or monthly budgets within your Admin portal of our platform. You can set different budgets for employee classes most relevant to your team structure, which could include Owner/Executive, Manager, Employee, and etc.

What if I want to include group insurance for risk protection?

You can add that too! You can request a quote for a group insurance policy that could Life and Long-Term Disability within the platform or reach out to our team.

How do I get started?

Getting started with us takes two simple steps. One, you'd complete this online form, which takes less than five minutes. Second, you'll meet our team for your 30-minute onboarding session, which will include a product walkthrough and adding your employees. And then...that's it! You and your team will have access and you can start submitting claims. Sign up here.

Become a partner. Grow your practice.

“BeniPlus has allowed our employees to choose to allocate benefits in the areas they actually use depending on their health, wellness, and retirement needs.”
Arif Khimani
President and COO, MobSquad
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Book a demo

We'll show you a demo of our platform, the value add for your clients, and how much you'll earn with us.