You already have Salesforce. Now connect it to Ease.
Your team is typing the same data into Salesforce and Ease. That's hours of redundant data entry every week — and it's completely unnecessary. This integration installs into your existing Salesforce org. No migration. No starting over.
Watch the Ease Integration Work With Salesforce
This short demonstration shows how data flows between your Salesforce org and Ease — accounts, census, policies, eligibility, and enrollment elections — all without redundant data entry.
Create Groups in Ease in Minutes — Not Hours
With a few clicks, push your account information, employee census, policy details, and eligibility data from your Salesforce org directly into Ease. A group that used to take an hour or more to set up now takes minutes.
That means you can offer online enrollment to every client — not just the big ones. Small groups that used to get left behind? Now they get the same technology as your largest accounts.
- Push accounts, census, policies, and eligibility from Salesforce to Ease
- New group setup drops from hours to minutes
- Works with your existing Salesforce configuration
- Eliminates redundant data entry between systems
Enrollment Elections Flow Back to Salesforce Automatically
When employees make elections during online enrollment in Ease, those elections are automatically created in your Salesforce org as Member Transactions — linked to the correct Contact and Benefit Policy records. Your team doesn't have to enter them manually.
Workflow tasks related to each Member Transaction are automatically created and assigned to the team member responsible for communicating the election to the insurance carriers. The right person gets the right task at the right time.
We Map the Data to Fit Your Configuration
You've spent years building your Salesforce environment. Custom fields, custom objects, your own workflows. This integration respects all of that.
During implementation, we complete a mapping and translation document that connects your specific Salesforce configuration to Ease. Your team keeps working the way they already do — they just stop typing things twice.
- Custom field mapping and translation for your org
- No changes to your existing Salesforce workflows
- Direct access to the development team for troubleshooting
- Nearly 20 years of experience building insurance tools on Salesforce
Offer Online Enrollment to Every Client — Not Just Your Biggest Ones
Without this integration, setting up a group in Ease takes too long for smaller clients. The effort isn't worth it, so they get left out of online enrollment. That means your smaller clients get a worse experience and your team does more manual work.
With this integration, setup takes minutes. That changes the math completely. Now you can offer online enrollment to every client — small groups and large groups alike. Better experience for clients. Less work for your team. More professional across the board.
Ready to offer online enrollment to every client? Schedule a demoEase Is Just One Piece of the Puzzle.
These integrations also work with your Salesforce org — so your data flows everywhere it needs to go.
Employee Navigator
Bi-directional sync. Employee Navigator chose us as their first official Salesforce integration partner. Account setup drops from 1-2 hours to 5-10 minutes. Works with any Salesforce org.
BerniePortal
Part of the connected benefits administration ecosystem. Account syncing, contact updates, and enrollment election workflow automation — all connected to your Salesforce instance.
3,000+ Salesforce Apps
Because it's Salesforce, you get access to the entire AppExchange ecosystem — plus open REST and SOAP APIs for custom integrations.
See the Ease Integration Working With Your Salesforce Org.
Pick a time that works for you. We'll walk you through exactly how the integration connects to your existing Salesforce configuration — push, pull, elections, automated workflows, and more.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.