March’s Tech Team Updates offer more news concerning Ease and its transition to Employee Navigator (EN), which continues throughout 2025.
Intake Form: Get the latest Ease Setup Request form instructions in Word & Brown’s Insurance Forms Library. You will also find EN Setup Instructions.
Ease Migration to EN and Software Highlights
Migration Tool Performance: According to EN, approximately 30 brokers have successfully used the Ease>EN migration tool, which takes about five minutes per company. Notably, one broker has migrated 66 companies without any support from EN.
Forms: Support for Medical, Dental, and Vision forms will be released during Q2. EN’s extensive list of Ancillary, COBRA, and FSA integrations eliminates the need for paper forms for these benefits. Work on the new hire forms is complete, and we are currently finalizing the change forms.
GA Rate Library: Ease supported eight custom ACA rate libraries managed by General Agents. This will be available in EN during Q2.
EN Acquisition of Ease: Watch for monthly updates from Emily Crognale, Vice President of Client Experience, for news on the transition from Ease to EN for W&B brokers.
If you’re interested in reading the latest from EN, check out their Blog Post here.
OLE Quick Tips
3 Ways to Add Instructions or Notices to Plans
Benefit Instructions:
- To add to the top of the enrollment page, go to group Benefits > Instructions and add.
Enrollment Instructions:
- To add to the bottom of the enrollment page for a given plan, go to the plan > Eligibility > Enrollment Instructions and add.
Plan Instructions:
- To add to the bottom of the enrollment page for a given plan, go to the plan > Forms > Plan Instructions page and add.
OLE Live and Recorded Trainings
Use the links below to access live and recorded training videos for Ease and EN.
Employee Navigator
Ease (Log in at Ease to access these links)
Learn more by contacting your W&B representative or the Tech Team in Account Management (if you qualify for such services).