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.

Have a question about Employee Navigator? Check out the Summer 2025 Q&A for a list of questions asked during previous sessions, and if you are still left with questions, bring them to the webinar!

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.

View the Recording: July 13th, 2026

View the Slide Deck

• 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.

View the Recording: July 14th, 2026

View the Slide Deck

• 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.

View the Recording: July 15th, 2026

View the Slide Deck

• 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.

View the Recording: July 16th, 2026

View the Slide Deck

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