How it Works
Group Benefits Made Simply and Seamlessly
Getting Started
A Step-by-Step Journey Through Our Collaborative Process
1
Reach Out
and Connect
Start with a quick conversation to tell us about your organization and your benefits needs. We’re here to listen and make things easy for you.
2
Customized
Plan Proposal
We create a benefits plan tailored to your long-term goals, budget, and team’s needs, taking care of the heavy lifting for you.
3
Review Plan and
Fine-Tune
Take a closer look at the plan, share your thoughts, and we’ll make the necessary adjustments to get it just right.
4
Approval and
Go-Live
The best is yet to come! Once you’re happy with everything, we’ll button up the final details to get your program employee-ready.
5
Onboarding and
Implementation
We handle the setup and guide you through any necessary next steps—keeping it simple and accessible for you and your staff.
6
Continuous
Support
We’re always here to answer questions and offer support. With a dedicated advisor on your account, you can rest easy knowing your group benefits are in capable hands.
Work With a Dedicated CSBT Advisor
Support That Understands You
With a designated advisor at CSBT, you’ll always connect with the same person who truly understands your organization and plan. This means no repeating your story and no unnecessary delays—just an expert who knows your needs, answers your questions, and helps you save time. With advisors located across Canada, you’ll receive expert advice that’s specific to your region.
Our simple, transparent process is designed to help community service organizations thrive, so you can focus on what matters most—supporting your people and your mission.
CSBT’s Vision & Values
The Principles That Drive Our Daily Decisions
Vision
Healthy People at Work
Our Values
A Focus on Your Needs:
We are passionate about providing exceptional benefits that support wellbeing and quality of life.
Excellence and Continual Improvement:
We innovate in response to changing needs. Innovation is informed by the feedback and needs of owners and guided by emerging trends and best practices.
Integrity and Accountability & Mutual Respect:
We accomplish our vision by honouring our commitments and providing results. Trust is the foundation of our relationships.
Diversity, Equity, Inclusion, and Belonging:
We act on the responsibilities that come from our commitment to diversity, equity, inclusion, and belonging. Culturally responsive benefits are cornerstones of justice and dignity for all.
Let’s Connect!
Ready to Simplify Employee Benefits for Your Organization?
CSBT is here to make the process simple and stress-free. From initial consultation to finalizing your custom benefits plan, we’re here to support you every step of the way.