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Easier group enrolment and more group benefits updates
Make enrolment easier for your clients with online plan member enrolment (OPME)
Enrolling new plan members can be overwhelming – for both you, your clients and their employees. It’s time-consuming to manually load new members and challenging to ensure they complete the necessary paperwork before the enrolment deadline.
Our Online Plan Member Enrolment (OPME) tool is available at no extra cost for all your Equitable Life clients and offers a more secure and efficient alternative to traditional paper enrolment. Using their computer or mobile device, employees can enrol in their benefits plan in just minutes.
The user-friendly tool allows plan members to easily enter all their enrolment information, including:- Dependent details
- Banking information for direct deposit of claim payments
- Details for coordination of benefits
- Beneficiary designation
The days of chasing plan members for their paper enrolment forms are gone. Once plan administrators enter a few employee details, our system automatically sends an email to each plan member, inviting them to enrol in their benefits program. And there will be no need for your clients to send reminders or follow up with employees about their benefits enrolment. It’s all done automatically.Support with using OPME
To learn more about the benefits of using OPME, check out our Online Plan Member Enrolment Flyer. We also encourage you to share more information with your clients: We also have helpful reference guides for plan members, to help them use the tool:- Online Plan Member Enrolment Quick Reference Guide
- myFlex Online Plan Member Enrolment Quick Reference Guide
Help your clients spend less time administering group benefits. Contact your Group Account Executive or myFlex Sales Manager to learn more about our online plan member enrolment.
Coming soon: A survey to help us serve your clients better*
We are committed to providing your clients and their plan members with industry-leading service. We’ve introduced several enhancements over the past year to make it easier to do business with us. And we’re continually looking for ways to improve.
This month, we will conduct a survey of your clients to help us understand how we can better serve them. Plan administrators will receive an email with a link to the survey, which will take between five and 10 minutes to complete.
Please encourage your clients to participate. Their feedback will be confidential, and their responses will help us improve our service and ensure we’re meeting their expectations. We will also allow them to provide their name so that we can follow up with them to address any concerns they’ve identified.
We know your clients’ time is valuable. So, each plan administrator who completes the survey will be entered into a random draw for a chance to win one of 3 prepaid gift cards for $200.
Improved mental assessment features for FeelingBetterNow®*
Mensante has enhanced its FeelingBetterNow® online platform to make it easier for plan members to assess the state of their mental health and talk to their health care provider about treatment options. FeelingBetterNow is part of our Equitable HealthConnector suite of wellness solutions and is available for an additional cost. It can help plan members easily identify if they are at risk for a number of common mental health issues, including depression, anxiety and substance abuse.Upgrades to the platform include:
- New features to help plan members better gauge their progress in the assessment.
- A printable Action Plan that plan members can share with their health care provider to initiate conversations about managing their mental health challenges.
- A new “follow-up” module to help plan members assess the care they’ve received from their health care provider and identify care gaps.
- An Assessment Outcome Page, which allows plan members to view their diagnostic risks across mental health disorders for a more holistic picture of their health.
Over-age dependants losing coverage?*
Your clients’ plan members may have dependants approaching the maximum age for eligibility under their group benefits plan. If so, members should be aware of their options for dependant coverage.Coverage for full-time students and dependants with disabilities
The dependants of your clients’ plan members may be eligible to continue their coverage under the current plan if:- The dependant is attending a post-secondary school full-time; or
- The dependant is disabled.
Coverage2go for over-age dependants
Dependants who aren’t eligible for continued coverage under the plan can apply for Coverage2go®, a month-to-month health and dental plan for individuals losing their group coverage.**
Coverage2go is affordable, reliable and allows the over-age dependants to choose the level of coverage and protection that suits their personal situation. With no medical questions required as long as they apply within 60 days of losing their coverage, your clients’ plan members can ensure that their over-age dependants have the coverage they need.
Plan members can receive a quote within minutes. Please direct your clients to Coverage2go on Equitable.ca to learn more.
**Quebec residents are not eligible for Coverage2go.Forfeiture reports for HCSAs and TSAs on EquitableHealth.ca*
As a reminder, your clients can access forfeiture reports for their Health Care Spending Account (HCSA) and Taxable Spending Account (TSA) usage on EquitableHealth.ca.HCSA summary by plan member
HCSA summary reports provide an overview of each plan member’s account activity and balances. These reports include the total amounts allocated, the amount claimed to date, the net balance, and the amount of funds that will be forfeited based on claims paid to date. Please note that plan members’ claim submissions will remain confidential and will not be viewable by the employer on this summary.
Your clients can provide each plan member with their HCSA summary, if they wish.HCSA account forfeiture by plan member
HCSA forfeiture reports detail the amount that each member will forfeit if they do not use it. The amount is based on claims that have been paid to date within the benefit year period.HCSA account totals by plan member
Your clients may wish to access the HCSA account totals reports, which reflect the information in each plan member’s HCSA summary report. For terminated employees, the Funds Available field will display as zero, regardless of the balance in the account when terminated.
At least three months before the end of the benefits period, your clients should remind their members to use their allocated HCSA and TSA amounts.
If your clients need help accessing these reports, they can reach out to their Regional Office Service team for assistance.
* Indicates content that will be shared with your clients.
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Making it easy to do business with us
Online Term illustration now auto-populates the application
We have added a new online illustration for Equitable® Term life insurance illustrations that automatically populates the fields in your Term application.
We’ve designed the online illustration to be intuitive so you can fill in client details with ease.
● Select term plans and coverages of choice, then get an illustration report in minutes.
● You can save your web illustration progress at any time and view it from the online application dashboard.
● We’ve combined the illustration with our online application to make the process seamless. The illustration details you provide will auto-populate in the fields needed to complete the application.
New: You can create a term illustration without logging in to EquiNet.
We are taking another step in the journey towards enhancing the ways we do business.
Check out this update on the new Illustrations page on EquiNet®!
Learn more
Have further questions? Your Equitable Wholesaler is here to help!
® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
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- Navigating the current market
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January 2026 eNews
In this issue:
Meet the next generation of myFlex Benefits® for small business
Coming soon: A consistent login experience for Equitable Client Access® and EquitableHealth.ca®
QDIPC updates terms and conditions for 2026**We will share this content with your clients.
Meet the next generation of myFlex Benefits® for small business
Discover the newly enhanced myFlex Benefits®— Equitable’s game-changing solution for small businesses that now includes more flexible, affordable coverage options shaped by advisor feedback.Join our virtual session to see how myFlex Benefits can help your clients grow and thrive.
Webinar: How to grow your block with flexible solutions
Tuesday, Feb. 3 | 10–11 a.m. PT / 1–2 p.m. ET
Register hereThe session will be held in English only.
Coming soon: A consistent login experience for Equitable Client Access and EquitableHealth.ca
Starting this month, users logging in to Equitable Client Access®, the secure website for our Individual Insurance and Wealth clients, will need to enter their email address instead of a username. This change will make the Client Access login experience easier and even more secure.
Streamlining the login experience for group benefits clients
When this change takes effect, clients who use the same email address to log into Client Access and EquitableHealth.ca will use one password for both sites.
If a client updates their password on one site, the password for the other site will also automatically update—so they’ll always use the same credentials for both platforms.
Clients who can’t remember the email address we have on file can click ‘Forgot email’ on the Client Access login page.
For added security, a client logging into Client Access may be prompted to enter a one-time code that’s sent to them via email before they can log in.
We will inform clients who have Client Access and EquitableHealth.ca accounts about these changes via email.
Safer, simpler account access
Logging in doesn’t need to include a password. Clients can save time logging in to Client Access and EquitableHealth.ca by creating a passkey.
Passkeys use a person’s face or fingerprint to quickly authenticate their identity – adding an extra layer of protection to their account and eliminating the need to enter a password. And by logging in to the Client Access site with a passkey, clients won’t be asked to enter a one-time code.
Creating a passkey is easy. The following video shows group benefits clients how to create a passkey to log in to EquitableHealth.ca.
Clients who use the same email address to log into Client Access and EquitableHealth.ca will be able to use the same passkey to access both sites. If someone has registered for both sites with different email addresses, they’ll need to create separate passkeys.
QDIPC updates terms and conditions for 2026
Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province. Based on its latest review, QDIPC is revising its pooling levels and fees for 2026 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims. We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.
Please note: QDIPC plans to redefine its group sizes in 2027. For more information on how group sizes will change in 2027, visit QDIPC's Terms and Conditions of Pooling.
If you have any questions, please contact your Group Account Executive. - [pdf] Daily/Guaranteed Interest Account - Product at a Glance
- [pdf] Daily/Guaranteed Interest Account Contract
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