Reference guide
Claim
A reimbursement request submitted by an employee through the benefits platform. A valid claim includes the type of eligible expense, date of service, amount paid out of pocket, and a supporting receipt. The third-party administrator reviews the claim against CRA Section 118.2 criteria before approving the reimbursement.
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Walk it through with us
Walk through the three paths with us.
We'll look at your team size, ages, and current plan, then map you to the path that fits, and coordinate the insurance side with your broker (or refer one if you don't have one yet).
- 01Map your headcount and demographics
- 02Match to the right path (or combo)
- 03Loop in your broker, or refer one
- 04Wallet stack fully deployed in 4 days
Prefer the phone?
We’re Canadian, and we pick up.
- Plan-design walkthrough, no slide deck
- Works alongside your existing broker
- No card, no commitment to start
Talk to a Canadian sales specialist · 1.800.891.8093