Why Every Business with Employees Needs a Benefits Broker
At Simply Balanced Benefits, we provide group and individual benefit plans to British Columbia businesses and residents.
Offering comprehensive extended medical benefits for your staff will help you retain top performers. Having the added value of a Benefits Broker, means the work is done for you, so you can spend more time doing what you do best - growing your business!
Benefits for British Columbia Based Businesses
Educate
We sit down with you to review your budget and all available options to help you choose the right benefits plan for your company.
Implement
We meet with your employees to explain the benefits plan, register each person, and answer any questions they may have.
Administer
If your employees have questions about the benefits plan, need help submitting a claim, or want to add dependents, we handle it for you!
“We have been working with Tasha now for almost 2 years and all my experiences with her have been so much more than what one would expect from an insurance company. If Tasha doesn't know the answer, she is honest and always finds out in short order and gets back to us. We are a medium sized company but everyone that deals with Tasha always has high praise for her. I am so grateful that she is looking after our needs in such a professional way. Thank you Tasha :)"James E, VIFM
“THANK YOU for the wonderful support and service you have provided to the Canvas team over the years. Your passion for customer service is extraordinary and very much appreciated."Patricia Hume, Canvas GFX
Being a Broker, I have full access to multiple plan options with many different insurance carriers. This means I can have your best interests at heart - always - and ultimately work with the one carrier that best fits your financial and benefits needs.Tasha Cockett, Owner
The Benefits of a Benefits Broker
Full analysis of your current extended medical and dental plan with suggestions for an alternate plan to help you remain competitive in your market.
Full tenders highlighting multiple insurance companies to choose from with a focus on what is most important to both you and your employees.
Plan implementation including enrolments and orientations with all employees and the completion of any required documentation.
We can act on behalf of your employees when submitting insurance claims and requesting information from the insurance company. We have direct contact with the insurance companies and can obtain information more efficiently.
Quarterly reviews of insurance claims usage are emailed at 6, 9, and 12 months.
When the time comes to renew your insurance policy we will complete a full review to show you a breakdown of your claims and usage trends. We will provide you with suggestions on where you can make changes and we will negotiate a new rate on your behalf.
Our Insurance Partners
Employee Assistance Program
EAP offers counselling services for you and your staff covered under most extended medical programs. This confidential service is available 24/7 at no additional cost. Some services are available over the phone, while others involve in-person sessions.
Whether you or your staff are experiencing family or personal challenges, work place difficulties, need help finding childcare or are looking for nutritional information, EAP is an excellent resource.
Individual Health and Dental Plans
If you don't have extended medical and dental coverage through a group plan, you will want to consider a personal plan that will cover you and your loved ones. Whether you're self employed, or work part time without the benefits group insurance, we can find a plan that works for you.
At Simply Balanced Benefits, it is our goal to find a plan that gives you and your family the best coverage for your needs and your budget.
Meet Tasha, Owner of Simply Balanced Benefits
As an expert in her industry, Tasha has been working in the individual and group benefits industry since 2007. She calls beautiful Vancouver Island home and loves the great outdoors. When not working with her clients and their employees, you can find Tasha at the hockey rink, spending time with her son, hiking on the beautiful trails that are right at her doorstep or driving the countryside in her sporty red “zoom zoom”, and spending time with great friends of course!
Whether I am implementing a full group benefits program or a plan for individual health and dental needs, I am here for my clients' through the whole process and far beyond... - Tasha
Call or email to learn more about our custom services
Here's Why Our Clients Love Simply Balanced Benefits
THANK YOU for the wonderful support and service you have provided to the Canvas team over the years. Your passion for customer service is extraordinary and very much appreciated.Patricia Hume – Canvas GFX
Tasha is great! Very personable. She takes care of everything for you! Very user friendly. I highly recommend Tasha.Joye Lennox, Country Air – Coombs, BC
Tasha will go the extra mile for you and I highly recommend her and her company. I came off of a company benefits plan and needed an individual plan. She hooked me up with the right plan for me and I felt my best interests were well looked after. Thanks Tasha!Sharon Beltgens, Individual Client – Victoria, BC
I have been working with and following Tasha for the last 10 years. I would not trade her for another benefits advisor. I own my own bookkeeping company and recommend Tasha to everyone I know whether it is a client or personal-friend in need of benefits. Now that she has opened her own company I am excited for her and wish her all the best moving forward. Tasha is extremely professional and always is looking out for your best interests. Thank you as always.Jennifer Taylor, Heavy Metal Marine Ltd. – Malahat, BC
I hired Tasha to evaluate the current benefits plan I have for my employees. She not only found that we were paying for staff who no longer work for us, but also, I as the owner, was not even set up for coverage. She was professional and worked diligently, requiring little time commitment from me. She met one on one with each of our employees, making sure they understood the new plan and were registered correctly. I highly recommend working with Tasha; she works hard to take care of all of the details so I don't have to.Byron Loucks, WestCoast Appliance Gallery – Victoria, BC
Despite the current challenges of not being able to do all of this (new group enrolment) in person, this has been a great transition! You are incredibly thorough and clear! Thank you.Florian, Vancouver Island Works Project - Victoria, BC
It has always been easy and pleasant to deal with you, and I would recommend you to anyone looking for these types of services. Thanks again.Cindy Ross, Almosthome Childcare – Victoria and Sooke, BC
I highly recommend Tasha and Simply Balanced Benefits. She is fabulous with her service for our 40+ employees and very speedy with her communication.Cindy Ross, Almosthome Childcare – Victoria and Sooke, BC
I work with Tasha Cockett and all I can say is she is an absolute rockstar at her job. She goes above and beyond what you would expect from a benefit provider. She called my dentist's office on my behalf just to sort a mistake that the group provider has. She is constantly updating us with the proper records and making sure my staff are provided their coverage on time. She genuinely cares and that is rare to find.Kyle, The Super Plumber – Shawnigan Lake, BC
Having worked with Tasha through a company plan she now has come up with an individual benefit plan which suits my needs. Tasha is professional, extremely helpful and a pleasure to deal with. I would not hesitate to recommend Tasha and her company to anyone requiring a benefit plan. Best Wishes Tasha!Pam Bartram, Individual Client - Victoria, BC
Tasha is extremely knowledgable. Her positive attitude is something out of this world. She is always ready to assist and suggest options to make your life easier. She is able to create strong connections and lifetime loyal customers. Thank you for all your hard work and for keeping our 200+ staff in good hands. Could not have done it without you.Sherry Asgari Pour, Group Client – Multiple locations in BC
Tasha is incredibly good at what she does. Whenever I have a question about my coverage, or submitting a claim, she's immediately on top of it. Her emails are also refreshingly friendly. The benefits package we got through her are better than average, we are super lucky to have Simply Balanced Benefits working with us!Greg Voakes, Group Client – Victoria, BC
Tasha did all the work to get us a great deal, which took away all my stress! She is awesome! And just knowing that she'll be dealing with all the staff's questions from here on out is such a relief. Sheryl - Turnham Woodland
You might be the happiest insurance person I know! That's a compliment! Todd Hooge, Metamend Digital Marketing - Victoria, BC
Thank you, Tasha, for always being on top of everything! I'm so, so happy I changed benefits brokers. I understand things so much better now that you take the time to explain things to me.Kim, Country Bears Child Care Centre - Abbotsford/Surrey, BC