Tech Team Updates for September 2022


The September 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.
Intake Form: Get the latest Ease Setup Request form in Word & Brown’s Insurance Forms Library.
Plan Contingency Tutorial: Instructions on Plan Configuration options based on/contingent on enrollment plans are available in a tutorial from Ease. Log in to view it.
Plan Build Checklists: Ease offers multiple plan build checklists to help you. Access them now. (Login required.)
Available Plan Types: You can choose from multiple plan types – from Medical to Life to Pet plans – with Ease. Get the complete list – along with a description of each. (Login required.)
Open Enrollment Changes Report: This report helps identify changes that may need to be communicated to carriers at open enrollment. Read the instructions on creating and using this report. (Login required.)
ACA With Ease: Prepare for peak season by reviewing the ACA training series.
Ease Quick Tips

Clone Company: By closing/duplicating an existing company entry, you can create a “similar to their setup” demo. Begin the process by creating a new client company entry from a template or through cloning:
  • Click on the Company > Profile > Details
  • Click on Clone Company
  • Review the information in the pop-up box: Click Clone Company
  • The company name will say Clone Company name
Click here for further instructions. (Login required.)
Watch an Ease demo on YouTube.
Live and recorded Ease trainings are available monthly – for you and your clients. HR Admin Training is offered live weekly on Tuesday. 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 in Account Management (if you qualify for such services).

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