NEWSROOM

The Tech Team Updates for this month offer more news you can use concerning Ease and its transition to Employee Navigator, which is continuing in 2026.

What’s New?

Below are highlights of the most recent Employee Navigator enhancements:

Ease to Employee Navigator Migration Tool Update

Stay up to date on all the latest Migration Tool news with the EN Migration Tool Article. It features instructional videos, updates, and FAQs.  

Plan Demographic Changes Up to 120 Days in Advance

Future Demographic Changes can now be scheduled up to 120 days in advance. That’s up from the previous 31-day limit. Now you can enter demographic changes, like class or salary updates, during your group’s enrollment window – and have them take effect automatically on the renewal date. There are no workarounds or manual follow-up required. 

To use this enhancement: Go to an employee's Profile > make your desired demographic change > save > select future effective date from the calendar that appears.

Stay on Track at Every Step

The latest release incorporates updates designed to keep you oriented and on track:

• The employee's name is now prominently displayed in the Add Employee, Complete Hire, and Add Demo Employee workflows. You will always know which record you are creating or updating.
• Tasks that require an employee to review a document, web page, video, or custom PDF now correctly validate that the Title field is not empty. This should prevent errors in your task workflow.
• More logic has been introduced in the import workflow to prevent users from skipping steps and getting the import into a bad state. 

Agency & Company Settings

The Licensee Wall Dashboard "Refresh" button now correctly resets after use. This update resolves an issue where some users were unable to refresh dashboard stats for up to three hours.

Benefits

• When copying a plan from the Carrier Marketplace, the Base Spouse Age Restriction off Employee Age eligibility option on Voluntary Life plans now reflects the carrier's plan-level setting. Plan administrators will no longer need to manually re-enter this setting at the company level during benefits setup.
• The info icon description for "Age Reductions" has been updated to accurately describe an age reduction.
• Carrier Questions and Disclosures forms can now be previewed by selecting the "?" icon on the Policy Information page when a carrier form is attached.
• An order of operations has been added to the open enrollment passive enrollment job to ensure proper calculation of disability benefit amounts. It also ensures no one is dropped from HSA or HRA plans by mistake.  
• Imports updating employee profile fields are run as a background job, so file processing is not slowed down.

W&B Support

Reach out to your W&B sales team to discuss next steps in requesting W&B support for Ease and Employee Navigator. 

An Intake Form is required to collect the information needed for your group and plan build requirements. Get the latest Ease Intake Form in Word & Brown’s Insurance Forms Library. Or download the Employee Navigator Intake Form. 

As access and features are released by EN, we will keep our Employee Navigator Build Guide updated with the most current information.

Also, make sure you sign up to receive W&B emails. We regularly distribute information on Employee Navigator training sessions as they are announced. 

Employee Navigator Training Resources
Check out the links below to access the resources and guides available for your agency and your groups on Employee Navigator. 

• HR Training Resources    
• Broker Training Resources    
• Employee Experience
• HR Experience

Learn more by contacting your W&B representative.