About
We didn’t set out to start another benefits company. We started ConnectPlan because we saw firsthand how frustrating traditional benefits could be — not just for owners, but for the people they’re meant to support.
Our very first client said it best: “These programs feel like they’re designed to save the company money, not help the employees.”
They were offering a benefits plan, but employees were not utilizing it. The options were rigid, the communication was impersonal, and the whole thing felt more like a burden than a benefit. There was no flexibility, no clarity, and no one they could call who actually understood their questions. Here’s where we come in, we meet them where they are.
That conversation lit the spark for ConnectPlan.
We saw a better way — Health Spending Accounts. Flexible, tax-efficient, and designed to put control back in the hands of business owners and their teams. But even HSAs were often bogged down by confusing software, hidden fees, and long wait times.
So we built something better: a plan designed for small businesses, by small business owners.
With ConnectPlan, there’s no call centre. No monthly fees. Just personal service, fast reimbursements, and plans that actually work for real people. You decide how much coverage to offer. We help your team understand what’s covered and how to make the most of it. And we’re always just a phone call or text away.
At the end of the day, we’re not selling a product. We’re helping people take care of their health — and keep more of what they earn while they do it.
Why ConnectPlan?
We called it ConnectPlan because that’s exactly what we do — we connect the plan to the people.
Too often, benefits programs feel like they’re built in a vacuum. There's a plan on paper, but employees don’t know how to use it, don’t understand what’s covered, or don’t trust that it’s worth the effort. And employers feel stuck between offering something meaningful and managing all the red tape.
We wanted to change that.
ConnectPlan is about making sure the benefit actually benefits someone. We help employers design the right plan — and we make sure employees know how to use it. When people have a question, they can reach out and get a clear answer from someone who knows their name.
It’s a simple name: your plan, clearly connected to the people it’s meant to serve.