We're excited to announce new training dates for Employee Navigator training! These sessions are intended to get Ease brokers familiar with Employee Navigator and will be hosted throughout the summer. Invite your team to join our trainers in learning all there is to know about Employee Navigator.

July Training Session: 07/21-07/24, 3:00 - 4:30 p.m. ET/12 - 1:30 p.m. PT

Register Here

Training Outline:

Day 1: Master the essentials with our training—learn how to confidently set up companies, define plan rules, and build basic benefit plans seamlessly.

• Agenda:
  • Configuring a company
  • Establishing plan rules
  • Setting up basic plans

Day 2: Gain the confidence to build and manage life, disability, and tax-advantaged plans, while leveraging tools to communicate benefits clearly and effectively.

• Agenda:
  • Setting up life and disability plans
  • Setting up cafeteria and HSA plans
  • Plan communication tools

Day 3: Learn how to test and manage employee enrollments, streamline data handling, and configure integrations that boost efficiency and accuracy.

• Agenda:
  • Testing the build
  • Adding employees and dependents to Employee Navigator
  • Enrollment management:
    • Manually
    • Integrations

Day 4: Streamline open enrollment, simplify daily HR management, and unlock powerful reporting tools—all while learning to navigate support resources with confidence.

• Agenda:
  • Renewing and hosting open enrollment
  • Daily HR management
  • Employee Navigator’s support resources

June Training Recordings & Slide Decks

• Day 1
  • Recording
  • Slide deck
• Day 2
  • Recording
  • Slide deck
• Day 3
  • Recording
  • Slide deck
• Day 4
  • Recording
  • Slide Deck

Trainings will also be available:

1. Monday, August 18 – Thursday, August 21
   1. 3-4:30 p.m. ET