SimplyInsured is saying that automatic deductions will not be discontinued and that I do not need to switch to Allstate. Who is lying?

I'm here to provide more details and clarification about this, Marchand.

Starting August 31, 2024, QuickBooks will no longer support SimplyInsured, and automated deductions for plans associated with this health broker will be discontinued. Thus, Allstate Health Solutions will be QuickBooks' new health insurance broker.

Additionally, it's important to note that no changes will be made to customers's existing policy. If you have any questions about your existing health plan, please contact SimplyInsured or the carrier.

Furthermore, after August 31, 2024, any changes to policies and employees made through SimplyInsured will not automatically reflect in Quickbooks. If you need to adjust SimplyInsured payroll deductions after this date, you'll need to manually update the deductions on your employees' profiles.

To ensure that automated deduction updates continue, you have the option to switch your broker to Allstate Health Solutions by initiating a broker of record change.

By changing your broker:

• The cost and coverage of your plan will not change.
• You can continue to pay the same premiums and receive the same benefits as carriers currently support them.
• There will be no gaps in your plan coverage, and you can initiate the process at any time of the year.

For more information about the insurance benefits provided by Allstate Health Solutions and how to sign up through QuickBooks Online Payroll, please follow the link below:  Sign up for health insurance through QuickBooks and Allstate Health Solutions.

Moreover, you can visit this article to manage your worker's compensation in QuickBooks: Understand workers’ compensation insurance.

I'm just one post away if you have follow-up questions about the health insurance through QuickBooks. You can click the reply button below to enter your queries. You have a good one.

Based on the other messages here, everyone has experienced the same level of ambiguity and lack of clarity on what was happening. We have been pleased with our interaction with Simply Insured and are frustrated with how all of this has been communicated and handled. We processed the broker of record change to All-State out of an abundance of caution to ensure that our team would not be negatively impacted and largely because of the specific language QB chose to utilize when informing their customers of what was happening. After digging in deeper, this would appear to be nothing more that what one of the other posters has already identified. QB found a partner that would enable them to make more money.

That is fine, and they are in the business to make money. That said, the manner in which they presented what was happening left the reader with only one option: to switch or have to do everything manually. After multiple calls with QB, All-State, and SI. That is just not true. SI has partnered with Finch to integrate with QB moving forward. For those wishing to stay with SI, I imagine that adds a bit more risk in the chain of information but probably not much. I am still determining if we are going to cancel the broker of record change before it takes place at the end of August.

QB you should be completely transparent with your customers and let them make the decision that is in their best interest. At best this communication was handled poorly, at worst it was intentional for the purposes of forcing your customer base to a more profitable vendor.

This is ONE BIG MESS! 

I like others chose to transition over to Allstate Health to be able to keep health premium deductions automated - and yes that seemed to be the only option unless you are prepared to do manual deductions.

So, when I signed up several weeks ago I was informed that someone would call me shortly. No one ever called me so today I called Allstate and talked to this very nice person who clearly had no idea what the next steps are. She told me that they are "working on it" and that she couldn't guarantee that someone would be able to tell me about next steps by end of month.

Quickbooks: what the heck is going on here?

What is the deal with these stupid canned responses QuickBooks?? People who use your product are not stupid and we all need real and honest answers! 

I signed up for Allstate 6 weeks ago now and have heard NOTHING! Just like others on this thread I called Allstate and talked to this very nice lady who had absolutely no idea what was going on and was unable to tell me what the next steps are. She told me her manager would call me, but I never heard back. I am actually at the point where I don't want to sign up with Allstate either.

Anyone have recommendations for other providers?  

I have also initiated the transfer of the broker on record from Simply Insured to Allstate because I also wanted to make sure the auto deductions would continue. I have called Allstate multiple times to see where we are at in this process since they are not reaching out to me. I did receive a cc'd email from our insurance company to Allstate confirming the transfer. After that, I received the DocuSign email from Allstate to agree to the switch, which I signed and sent back. Yesterday, I called Allstate again asking where we were at in the process and she basically told me they are way behind and my info is probably just sitting in someone's email waiting to be processed. They obviously were not equipped to handle this many customers switching over all at once. With that being said, I still have the Simply Insured dashboard on my benefits page on QB so I saved all of the benefit information about deductions, etc. so that I will have it handy after 8/31 when I will have to start entering these deductions myself until Allstate gets their act together. Today, I received an email from Allstate explaining the next step in the process which is for me to fill out their Excel spreadsheet with all of the names, birthdate, addresses, ss# of all of my employees and their dependents and then email this back to Allstate. I do not think this is a secure way to transfer the information from one broker to the next. There has to be a better way to get the information to them. I am going to call back again today to ask this question. I feel that things are only moving forward after each phone call that I make to Allstate so I will continue to call and initiate the next step in the process until it is complete. I also spoke with QB yesterday and they also clearly have no idea how the transfer process should take place and are not helpful at all. The notice on the benefits page about making the switch to Allstate has now disappeared off of my benefits page on QB and it now looks back to normal like it did before any of these changes were necessary. I only see the Allstate App under the Apps tab in QB online. QB said once the registration with Allstate is complete, only then will I have access to an Allstate dashboard on my benefits page. Until this process is completed I will have to have new hires sign up for benefits directly from the carrier. In hindsight, if I had known that Simply Insured would use a third party to make the deductions, then I would have just stayed with them but they also did not clearly explain the process and we are now too far in the process to change our minds. 

FWIW I am providing an update to my earlier post.

Given the continued ambiguity and the lack of consistent information from both QB and All-State, we decided not to move forward with the broker of record change. I processed the tryfinch integration and had SI confirm that everything was in working order. It took approximately 5 minutes including the phone call to SI.

Once that was completed, I called All-State and asked them to cancel the request to switch brokers (I had not yet signed the docusign that they sent). They processed the cancel after asking a few questions and told me that an All-State agent might call to discuss our decision. It has been a week or so and I have not yet received a call which is understandable given the volume that they are likely trying to manage.

At the end of the day, we made the decision to stay with SI because we had been pleased with their service and responsiveness. Additionally, we were able to verify that SI selected a third party (tryfinch) that is ubiquitous in the fintech world for successfully and professionally managing third party integrations such as these. Finally, our experience was that SI was the only party involved in situation that was able to provide answers to our questions and a solution with clear steps on what would happen moving forward.

We fully expect there to be some hiccups on September 1st but are more comfortable at this time working with SI to resolve those unknowns than we are with either QBO or All-State.

Simply Insured and UHC have now stolen $67,000 from me.  I am getting the run around on the situation and have been for months.  

Lawsuit time, involving my bank, etc. I am not waiting any longer for a resolution after another $2800 was just removed from my account while i have 0 access to the policy or ability to shut it down.

Luckily i have a real good attorney and plenty of money to fight.