Patriot Software

How to Add or Remove Team Members to Company Group Health Benefits

Viewing SimplyInsured Integrated Contributions and Deductions

What is SimplyInsured?

How to Integrate Your Existing Health Benefit Plans

Learn about the free health benefit integration available in Patriot

Health Benefit Integrations

Learn how to shop and sign up for group health benefits in Patriot

Find Group Health, Dental, and Vision Insurance

Learn what Form 1094/1095 are and your requirements as an employer.

Form 1094/1095 Requirements for Employers

Learn how to shop, buy and integrate company sponsored health benefits through SimplyInsured.

Health Benefit Integration

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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