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A Guide for Your First Benefits Plan


Hilary Lamb

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2 minute read

First time administering a group benefit plan? No need to fear - Humi is here!

Be it by choice or by luck, you have ended up in the position of administering a group benefits plan for the first time. We know that the insurance world can be daunting, but Humi is here to help!

Quick tips to get you started:

1. Get familiar with your insurance carrier's online plan administrator website. Don't have access? Contact your benefits support specialist for help!

2. Learn, love, and live the 30-day rule for employee enrolments and coverage changes.

3. Familiarize yourself with the typical tasks associated with administering a benefits plan, such as enrolling, modifying, and terminating group members (aka employees).

5 key events in an employee's lifecycle that will be your call to action:

1. When you hire a new employee:
Provide the new employee with their onboarding documentation, and enroll them with your insurance carrier within 30 days.

2. When an employee files a claim:
For standard Health and Dental claims, there is no administrator action required! For complex claims such as Life, AD&D, and Disability claims, contact us at for assistance.

3. When an employee has a life event:
Life events include marriage, divorce, the birth of a child, loss of previous insurance, and more. These events can trigger a change in the employee's beneficiaries and/or dependants, and you will need to inform the insurance carrier of these changes within 30 days of the life event.

4. When an employee has a career event:
Career events can include changes in salary, province of employment, and job title (employee vs. manager vs. executive). These changes can have a direct effect on an employees benefits, so you will need to inform the insurance carrier of these changes within 30 days of the event.

5. When an employee leaves your company:
Following an employee termination, you must contact your insurance carrier ASAP to end their enrolment in your benefits plan. If you do not contact your carrier, they will remain covered and can continue to make claims (and you will be billed!).

Remember - you're not in this alone. Can't make something work? Don't understand the answers that you're getting from the insurance carrier? We have dedicated benefits support staff to help!

See why thousands of Canadian companies choose Humi as their benefits broker

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Hilary Lamb
Hilary is a Client Experience Manager at Humi and has a penchant for salty snacks.

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