Tech Team Updates for March 2024


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

Employee Navigator Important Dates: Employee Navigator has scheduled two upcoming events:  
Tickets are going fast for the 2024 Employee Navigator Conference with 70% of tickets sold! Join us June 12-14 at The Westin Washington, D.C. Downtown Hotel for a gathering of the best minds in benefits, HR, and Employee Navigator. This event is open to both Employee Navigator and Ease customers. It’s expected to be the largest and most exciting conference ever!
Use the link above for conference registration. Or link to the hotel site and book your hotel room by May 14th for a discount rate. Information on the conference agenda, speakers, and sponsors is also available online.
Ease Quick Tips
Import Election History
Importing History is used to import the election and cost data for employees who have been terminated for ACA reporting.
  1. Prepare ACA History Template. (To use link, you must log into Ease.)
    1. EID is required and must match that used in your site.
    2. Employee’s First Name, Last Name, and SSN are required and must match exactly what is used in your site.
    3. Middle Name is not required.
  2. Ensure all sample employee rows have been removed from template.
  3. Add changes to demographic information and include Effective Date.
    1. Each change or group of changes with a specific Effective Date must have its own row in the spreadsheet.
    2. Ensure dependent changes include the appropriate Employee EID and relationship.
  4. If enrollment was done outside of Ease, add Plan Import ID and Status along with Effective Date of enrollment.
  5. Save as .csv file.
  6. Continue to Import History. (To use link, you must be logged into Ease.)
Watch an Ease demo on YouTube.
Recorded Ease trainings for brokers – and for clients – are available. HR Admin Training is offered live. Encourage your clients to sign up.
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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