Setting up a new group in Ease takes hours. It should take minutes.
BenefitsGuide's bi-directional Ease integration pushes or pulls accounts, census data, policies, eligibility, and enrollment elections between Salesforce and Ease — creating a new group in minutes instead of hours.
Watch the Ease Integration in Action
This short demonstration shows how BenefitsGuide pushes a complete group to Ease in minutes — account, census, policies, and eligibility — and how elections flow back automatically.
Push to Ease. Pull from Ease. Your Choice.
BenefitsGuide's Ease integration is fully bi-directional. Push a group account, the current employee census, and policy and eligibility information from BenefitsGuide to Ease — instantly creating the new group. Or pull the same data from Ease into BenefitsGuide.
Either direction, the data flows automatically. No redundant data entry. No mismatched records. No hours of manual setup.
- Push or pull accounts, census, policies, and eligibility
- Create a new group in Ease in minutes instead of hours
- Data mapping configured once during implementation
- Eliminates redundant data entry between systems
Enrollment Elections Flow Back as Member Transactions
When employees make elections during online enrollment in Ease, those elections are automatically created in BenefitsGuide 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.
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 the Ease 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 demo
Ease Is Just One Piece of the Puzzle.
BenefitsGuide connects to the platforms your agency depends on — so your data flows everywhere it needs to go.
Employee Navigator
Bi-directional sync. Employee Navigator chose BenefitsGuide as their first official Salesforce integration partner. Account setup drops from 1-2 hours to 5-10 minutes.
BerniePortal
Part of the connected benefits administration ecosystem. Account syncing, contact updates, and enrollment election workflow automation — all connected to BenefitsGuide.
3,000+ Salesforce Apps
Because BenefitsGuide is built on Salesforce, you get access to the entire AppExchange ecosystem — plus open REST and SOAP APIs for custom integrations.
See the Ease Integration Live.
Pick a time that works for you. We'll walk through how BenefitsGuide and Ease work together — 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.