Switch Benefits Advisors

Easily appoint Humi to takeover your existing plan.

If you’d like to keep your current plan but switch advisors, in most cases, we can do this at no cost to you, and no gaps in coverage. If you’d like a completely new plan, we can make sure you get the best plan that’s within your budget. Either way, we’ll do all the heavy lifting to move you from your current advisor and connect your plan to Humi.

Seamless transition

We’ve been moving companies over to Humi from existing plans for quite some time and can guarantee that it’s a seamless process. We do all the heavy lifting.

Get more for less

Our benefits advisors have a track record of moving companies to new plans that provide the same coverage (or more) at an even lower cost.

Plans for all sizes

Most plans require three employees, but we have options for businesses of all sizes.

Switch advisors,
without changing your plan.

Yep, you read that right. You can keep your plan, yet gain all the benefits of Humi. Alongside being a software company, we're also benefits advisors. And the best part? You don't need to wait until your plan renewal. You can switch advisors at anytime.

Switch over today

How it works

Step 1: Sign an AOR Appointment Letter

We'll prepare an Agent of Record (AOR) Appointment Letter for you to sign - this document lets your current insurance advisor and carrier know that you're planning on moving the representation of your benefits plan to Humi. We’ll send the letter off on your behalf.

Step 2: Wait 5-10 Business Days

As a courtesy, depending on your carrier, your current advisor will have 5-10 business days to retain you as a client.

Step 3: Boom. You're with Humi.

If your current advisor doesn't retain you as a client within the 5-10 day period, Humi becomes your new advisor. Your employees won’t notice any disruption, and you will simply begin working with the Humi team for your benefits needs.

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It’s the real game-changer. For anyone managing their own benefits, my question is, ‘Why?’. I don’t need to create multiple documents and explain to employees what their plan covers. They know it’s all on Humi.

Shannon Parker

HR Manager @ FreshWorks

Say hello to high-tech, with a human touch.

Despite bringing a new spin to the employee benefits industry, Humi works hard to retain the human touch that brokers have built their businesses on for decades. Your Humi benefits team will be there for you at every step of the way, ensuring that you get the right coverage and perks for your people.

Offer a plan your employees will love.

Don’t just offer an employee benefits plan. Make sure it’s a plan that your employees will love. With all the new and emerging trends in employee benefits, we will keep your offering to employees ahead of the curve with leading-edge solutions.

Unify your benefits with HR & payroll.

Once you’ve unified your HR, Benefits, and Payroll, it’s hard to imagine how you ever lived with them separated. From enrollment and deductions impacting payroll to hiring and firing impacting enrollment, it's common sense that these three systems should speak. With Humi's All-In-One, now they do.

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There’s no conflict of interest.

Because we’re not tied to one carrier, we’re hyper-focused on getting you the best plan at the lowest cost.

There won’t be any bad surprises at renewal.

It's our job to save you money today – and in the following years. We'll make sure that your company has a benefits plan that won't cause a spike in cost at your annual renewal.

Carrier Agnostic

Partner with any benefits carrier.

Health Spending Accounts

Give your employees freedom by providing a tax-free health allowance.

Digital Benefits Cards

No need to scavenge to find your important benefits information – your benefits card is held safely on Humi.

Humi Marketplace

Give your employees additional perks, without breaking the bank.

Quarterly Benefits Reports

Say goodbye to surprises at renewals. We update you on your plan usage every quarter.

Benefits Digest

A checklist of recent changes to your employees' benefits information.

Multiple Plan Levels

Create multiple levels to your benefits plan based on role, seniority, and more.

Answers to your frequently asked questions
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Will it be hard to move my plan to Humi Benefits?

No, we’ve been moving companies over to Humi from existing plans for quite some time and can guarantee that it’s a seamless process. We do all the heavy lifting.

Will moving to Humi Benefits make my plan more expensive?

No, moving to Humi Benefits won’t make your plan more expensive - it will stay at the same price, for the same amount of coverage. If you were open to new plans, our benefits advisors have a track record of moving companies to new plans that provide the same coverage (or more) at an even lower cost.

What do I need to provide to get a quote?

If you currently have a benefits plan, we will require a few more details on your current plan and pricing. If you have never had a benefits plan before, we will just need some basic demographic information on your team (birth dates, occupations, hire dates, etc.)

How many employees do I need to set up a plan?