Tech Team Updates for April 2024


This month, our Tech Team Updates offer you more news you can use concerning Ease. It’s the online enrollment platform for health insurance brokers working in the 2-250 employee marketplace.
Ease Intake Form: Download the most current Word & Brown Intake Form for cases you’re setting up in Ease.

Employee Navigator System Training: Employee Navigator has two important system training sessions online this month as well as the national conference in June:
  • Thursday, April 25, 11:30 a.m. – 5:00 p.m., Eastern (Lunch break 2:30 – 3:00 p.m., Eastern)
  • Friday April 26, 11:30 a.m. – 5:00 p.m., Eastern (Lunch break 2:30 – 3:00 p.m., Eastern)
Both sessions are limited to 1,000 participants, so sign up today. All attendees must agree to complete a one-hour self-guided course.  
Ease Quick Tips
Create Custom Documents
Do you know? It’s easy to create custom documents in Ease by following these steps:
  1. Click on the Group (You must log into Ease to access group records.)
  2. Go to Document → Custom
  3. Click Add Document
  4. Enter Document Name
  5. Add content to Document using formatting and Auto Text
  6. Click Add Document
  7. To Preview, Click Document Name
  8. Click Preview
For complete instructions, log in.
Watch an Ease demo on YouTube.
Recorded Ease trainings for brokers – and for clients – are available.
For more information about putting Ease to work for you and your groups, call or email your Word & Brown representative (or the Tech Team within Client Experience for qualified brokers).

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