How It Works

Simple Process. Big Results.

Getting started with the Self-Insured Medical Expense Reimbursement Plan (SIMERP) is simple and designed to fit seamlessly with your existing payroll and benefits. Our team does the heavy lifting while you enjoy the savings.

Step 1: Secure Payroll Review

We start with a secure upload of your payroll and W-4 data for each employee. This information allows us to prepare a detailed savings analysis for your business. Data is transferred safely through encrypted systems like Suralink.

👉 What you get: a clear picture of how much your business can save each year.

Step 2: Customized Savings Analysis

Once your payroll data is reviewed, we create a personalized report showing:

👉 What you get: real numbers, tailored to your business.

Step 3: Employee Enrollment

When you’re ready, our team coordinates in-person enrollments at times convenient for your staff. We’ll meet with employees during each shift, with multilingual enrollers available to ensure everyone understands their benefits.

👉 What you get: happier, healthier employees — and cost savings that start right away.

Toni MacDonald SIMERP Happy Employees 2

Want the Full Program Overview?

Download our detailed PDF guide to see exactly how SIMERP works, including savings examples, compliance details, and employee benefit highlights. Perfect for sharing with your accountant or HR team.