NEWSROOM

Word & Brown is encouraging brokers to use the great training program and resources that Employee Navigator has developed to support brokers regarding its build process as the transition from Ease to Employee Navigator continues.

These resources are a great starting point to learn how to build and manage your groups in Employee Navigator. There will always be new scenarios for learning and adapting to a new system, especially as new features and enhancements are added to Employee Navigator.

Here are some of our recommended go-to resources: 

• Employee Navigator AI: An amazing resource that has proven helpful in asking any questions about the process, where to find something, or what is available within the system. This is our first stop for any support needs in connection with Employee Navigator. (Employee Navigator login required.)
• Training: Word & Brown’s list of the most helpful Employee Navigator training resources. 
  • Broker Training
  • HR Training 
• Employee Navigator Support Portal: Support page that allows you to search for many of the top needed support areas and find resources, guides and videos to help with the system, including recordings of past webinars. (Employee Navigator login required.)
• Self-Paced Training Materials: Access self-paced training videos, connection articles, past recorded webinars, and product updates. (Employee Navigator login required.)

Open Enrollment Training Sessions
 

Employee Navigator is excited to announce that our Open Enrollment Training series is now open for registration! These sessions are designed to help you navigate open enrollment with confidence and ease.

When: Daily 3:00 PM ET from Monday, October 26th to Friday, October 30th
Duration: 1.5* hour each session 
*New: Session times have been extended by 30 minutes, bringing the total to 1.5 hours to provide more time for system demonstrations and questions

What You Can Expect: 

• Step-by-step guidance on setting up and managing open enrollments.
• Insider tips and best practices to make the most of our software.
• Interactive demonstrations to help you grasp key concepts.
• Q&A sessions to answer your questions and enhance your learning experience.

Here’s the schedule: 

• Monday, October 26th: Preparing & Creating an OE 
  • Register here
  • Learn how to set up and test open enrollment, plus tips for a successful process.
• Tuesday, October 27th: Managing Integrated Payroll & 3rd Party Apps during OE 
  • Register here
  • Discover how to work with third-party apps and integrated payroll partners during open enrollment.
• Wednesday, October 28th: Sending OE Data Electronically 
  • Register here
  • Manage enrollment information via the Data Exchange and 834 EDI during and after open enrollment.
• Thursday, October 29th: Gathering OE Data Manually 
  • Register here
  • Learn how to manually gather enrollment and payroll data for reporting and auditing.
• Friday, October 30th: Finalizing OE 
  • Register here
  • Understand what “closeout” means and key considerations as open enrollment wraps up.

Virtual Employee Navigator System Training

These webinars focus on Employee Navigator system training and key differences from Ease. You should attend these webinars if you’re ready to get fully trained on Employee Navigator. The trainings series run Monday-Thursday for 90 minutes. We recommend joining these trainings if you are ready to start actively using Employee Navigator. Note: Capacity has been increased to 250 attendees per weekly session. 

• October 26th-29th from 10:00 AM–11:30 AM PDT: Register here
• November 9th-12th from 11:30 AM-1:00 PM PST: Register here
• December 7th-10th from 11:30 AM-1:00 PM PST: Regsiter here

Virtual Migration Tool Training

These webinars will focus on how to use the migration tool to move groups from Ease to Employee Navigator. 

• Friday, November 6th from 11:00 AM-12:30 PM PST: Register here
• Friday, December 11th from 11:00 AM-12:30 PM PST: Register here

Supplemental Materials:

Employee Navigator has created an Ease to Employee Navigator Migration FAQ that answers common questions about the migration process, including eligibility, timing, what to expect, and how to prepare. 

 

Other Upcoming Training Opportunities

Employee Navigator-hosted training sessions are designed to help you master their platform, explore advanced features, and gain valuable insights from the expert Implementation Team. These sessions cover topics like agency and company branding, HR tools, troubleshooting tips, and enhancing the employee experience.

This information will be updated with the latest training schedules and registration links from Employee Navigator. Check back often to secure your spot and stay ahead with the tools and tips you need to succeed.

Open Enrollment Best Practices Series (Articles)

Open enrollment comes with a lot of moving pieces, from preparing clients and managing integrations to monitoring enrollment progress and closing everything out.

To help, Employee Navigator put together a five-part Open Enrollment Best Practices series for brokers that you can reference throughout the enrollment process.

The series covers:

• Getting Enrollment Ready – Build timelines, define responsibilities, and prepare your clients
• Setting up Payroll & Benefits Integrations – Prepare carrier, TPA, and payroll connections for enrollment
• Managing Carrier, TPA & 834 EDI Integrations – Manage carrier data exchange and 834 EDI requirements
• Reporting – Track employee progress and enrollment activity
• Closing Out – Finalize elections and prepare for the new plan year

Whether you're getting ready for your first enrollment of the season or already in the middle of one, the series provides practical tips to help keep things on track.

Read the Open Enrollment Best Practices Series

As additional information on training is released by Employee Navigator, we will share it.