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BenefitsGuide: Global Ease Integration

Eliminate redundant data entry when you sync Ease and Salesforce

Overview

See How BenefitsGuide: Global Ease Integration Works

  • Reduce the amount of time required to create a group in Ease by 90%

  • without any redundant data entry, you can now load ALL of your groups into Ease OR you can push the existing information on all your groups in Ease to Salesforce

  • Elections made in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Policy records

Ease is an online employee benefits quoting, enrollment, and benefits administration platform. You can push a group Account, the current employee census, and the Policy information to Ease instantly creating the new group using your data from Salesforce. Elections made online during the enrollment process in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Policy records. Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers. Ease provides streamlined employee setup and document collection for growing companies, world class partners and exclusive integrations to tailor your offering to changing needs, effortless ACA compliance management, reporting and e-filing, powerful PTO tracking, performance reviews, and goal setting for managers, and robust payroll integrations with ADP Workforce Now, Paylocity, and TRAXPayroll to cut administrative work.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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