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Complete This Form To See A Short Recorded Demo Of The
Ease Integration with Salesforce

  1. During implementation, you will complete a mapping and translation document allowing us to connect your instance of Salesforce to Ease.

  2. Then, using your data from Salesforce, you can push a group Account, the current employee census, and the Insurance Policy and Eligibility information instantly creating the new group in Ease 

    - OR -

    push a group Account, the current employee census, the Insurance Policy and Eligibility information from Ease to Salesforce.

  3. Elections made online during the enrollment process in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Insurance Policy records

  4. Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers

Fill out the form on this page to watch a recorded demonstration of the Ease Integration with Salesforce


Complete this form to watch a recorded demo of the Ease Integration with Salesforce


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