Reduce the Time Required to Create a Group in Ease by 90%


Anyone who has ever tried to load a group into one of the benefit administration platforms available to brokers and their group insurance clients knows that it takes a fair amount of time. 

The result is that these online enrollment tools are often only provided to your largest clients and many small groups are left to manage their employee benefits the old fashioned way.Ease-BenefitsGuide-play

This leaves the majority of your clients vulnerable to today’s virtual technology-enabled benefits brokers who are offering enrollment solutions to all groups, both large and very small, and they are winning lots of business in the process.

The solution is to eliminate redundant data entry.

The BenefitsGuide: Ease Integration reduces the amount of time required to create each group from potentially hours to just minutes so that you can more easily (pun intended) provide the Ease solution to more of your clients.  

With just a few clicks, you can push a group Account, the current employee census, the policy and eligibility information to Ease instantly creating the new group using their existing data from within SalesforceI want to see a quick  recorded demonstration now

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you can push a group Account, the current employee census, the policy and eligibility information from Ease to Salesforce.

Then, employee elections made online during the enrollment process in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Benefit Policy records

Workflow tasks related to the Member Transaction can be automatically created and assigned to the person on their team responsible for communicating the election to the different insurance carriers. 

Ideally, you want all of your work listed in one place, related to enrollments, renewals, claims advocacy, RFP, quoting, compliance, and more.

Simply by virtue of using BenefitsGuide to manage your agency operations, you have the ability to create any of your clients in Ease with just a few clicks.

This integration exploits the best of both platforms to provide a scalable solution for group brokerage operations while creating an offensive weapon so that you and your brokers can compete more successfully against these new virtual technology enabled insurance brokers.

Click here to see a 5 minute recorded demonstration of this super cool integration. 

About The Author

With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.