Solution Packages > Sales and Marketing Materials

Generate market-ready materials with built-in compliance guardrails and brand consistency

For Group, ACA, and Medicare markets.

Sales-and-Marketing-Materials

Generate market-ready materials with built-in compliance guardrails and brand consistency

For Group, ACA, and Medicare markets.

Sales-and-Marketing-Materials

Everything You Need to Market with Confidence

All generated with built-in brand and compliance logic. 

  • SBC Medical
  • SBC Dental
  • SBC Vision
  • SOB Dental
  • SOB Vision
  • SOB Pediatric Dental
  • SOB Pediatric Vision
  • Benefit Highlights
  • Benefit Summaries
  • Benefit Blueprints
  • How this plan works
  • Before you enroll
  • Plan Details/Welcome Guide Cover Wrap
  • What to expect after you enroll
  • Get to know your plan
  • Statements of Understanding

Everything You Need to Market with Confidence

All generated with built-in brand and compliance logic. 

  • Benefit Highlights, Benefit Summaries, and Benefit Blueprints 
  • Enrollment and Onboarding Information (Before you enroll and What to expect after you enroll) 
  • Get to Know Your Plan 
  • How this plan works 
  • Plan Details 
  • Schedule of Benefits 
  • Statements of Understanding 
  • Summary of Benefits and Coverage 
  • Welcome Guides 
Document Scanning

Built for Marketing Speed and Compliance Control

Auto-fill SBCs, version SOBs, and reuse assets across lines of business. 

Stay Ahead with Marketing Agility

  • Ensure marketing summaries and plan documents reflect the latest benefit designs and compliance changes via automated workflows.
  •  
  • Maximize content reuse while supporting brand consistency and campaign-specific personalization.
  •   
  • Comprehensive audit trails and version control ensure marketing materials remain transparent and up to date.
  •   
  • Receive ongoing updates to quickly align materials with new offerings or regulatory shifts.

Seamless Reviews for Campaign-Ready Materials

  • Collaborate effortlessly across marketing, compliance, and legal teams.
  •  
  • Enjoy clear, transparent workflows with automated version histories and stakeholder alerts.
  •  
  • Simplify feedback collection and approval loops to meet tight marketing deadlines.
  •  
  • Use intuitive side-by-side comparisons and checklists to guarantee accuracy and brand alignment.
  •  

Translate Campaign Materials with Precision

  • AI-powered translations reviewed by industry-savvy linguists to ensure messages resonate in every language.
  •  
  • Iterative translations to keep up with English content changes.
  •  
  • Use advanced translation memory tuned for marketing and benefits language.
  •  
  • Access materials in 150+ languages and various output formats, including 508, PrintX, Word, and large print.

Easily Manage Plan-Specific Messaging and Disclaimers

  • Flexible templates allow seamless adaptation of plan-specific details and regulatory disclaimers.
  •  
  • Automated placeholders dynamically update key plan information and coverage highlights.
  •  
  • Document layouts and formatting elements are auto-managed to maintain brand look and feel.
  •  
  • Count on Simplify Healthcare’s managed services to execute campaign rollouts smoothly and efficiently.

Personalize Documents with Ease

  • Accelerate the generation of SOBs, SBCs, and other sales materials for customized Group plans.
  •  
  • Leverage our advanced rule-based content application to apply the correct branding, logos, cover pages, and other images to enhance marketing materials.
  •  

Accelerate Access to Digital Content

  • Omni-channel reuse of content and rules ensures accuracy and consistency.
  •  
  • Publish specific document content or metadata to marketing and broker portals via integration.
  •  
  • Automated delivery of Word, Print X, and 508 documents to print vendors, SFTPs, or other external locations.
  •  

Built for Marketing Speed and Compliance Control

Auto-fill SBCs, version SOBs, and reuse assets across lines of business. 

Stay Ahead with Marketing Agility

  • Ensure marketing summaries and plan documents reflect the latest benefit designs and compliance changes via automated workflows. 
  • Maximize content reuse while supporting brand consistency and campaign-specific personalization. 
  • Comprehensive audit trails and version control ensure marketing materials remain transparent and up to date. 
  • Receive ongoing updates to quickly align materials with new offerings or regulatory shifts. 

Seamless Reviews for Campaign-Ready Materials

  • Collaborate effortlessly across marketing, compliance, and legal teams. 
  • Enjoy clear, transparent workflows with automated version histories and stakeholder alerts. 
  • Simplify feedback collection and approval loops to meet tight marketing deadlines. 
  • Use intuitive side-by-side comparisons and checklists to guarantee accuracy and brand alignment. 

Translate Campaign Materials with Precision

  • AI-powered translations reviewed by industry-savvy linguists to ensure messages resonate in every language. 
  • Iterative translations to keep up with English content changes. 
  • Use advanced translation memory tuned for marketing and benefits language. 
  • Access materials in 150+ languages and various output formats, including 508, PrintX, Word, and large print. 

Easily Manage Plan-Specific Messaging and Disclaimers

  • Flexible templates allow seamless adaptation of plan-specific details and regulatory disclaimers. 
  • Automated placeholders dynamically update key plan information and coverage highlights. 
  • Document layouts and formatting elements are auto-managed to maintain brand look and feel. 
  • Count on Simplify Healthcare’s managed services to execute campaign rollouts smoothly and efficiently. 

Personalize Documents with Ease

  • Accelerate the generation of SOBs, SBCs, and other sales materials for customized Group plans. 
  • Leverage our advanced rule-based content application to apply the correct branding, logos, cover pages, and other images to enhance marketing materials. 

Accelerate Access to Digital Content

  • Omni-channel reuse of content and rules ensures accuracy and consistency 
  • Publish specific document content or metadata to marketing and broker portals via integration 
  • Automated delivery of Word, Print X, and 508 documents to print vendors, SFTPs, or other external locations. 

Proven Marketing ROI

The Simplify Healthcare Team took our business requirements to provide a robust and efficient solution for auto-generation of SBCs and transfer to our central data repository. There were a few tweaks we needed to make, and the Simplify Healthcare team collaborated with us to finalize each file with what was needed to improve the process. The two teams worked closely to develop the final solution to our automated process.

— Vice President
IT&D Delivery and Technical Business Support

Campaign Acceleration:

Resource Optimization:

Smarter Sales Docs Start Here.

Generate branded, compliant sales materials in minutes—not weeks. 

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