Posts Tagged ‘ease’

Employee Navigator Training Sessions Now Open — And Claremont Is Here to Help

As brokers continue migrating groups from Ease to Employee Navigator, Employee Navigator has announced two upcoming training series. Whether you’re new to the platform or want a deeper look at how integrations work, these sessions are a good investment — and Claremont’s team is on hand to help before, during, and after.

Integration Overview Training

This webinar covers how carrier, payroll, and TPA integrations work on Employee Navigator, and how brokers can use them to run more efficiently and grow their business.

• Thursday, July 24 — 10:00–11:00 am PT — Register Here
• Thursday, August 7 — 10:00–11:00 am PT — Register Here
• Thursday, September 11 — 10:00–11:00 am PT — Register Here

Virtual Migration Tool Training

These sessions focus specifically on how to use the migration tool to move groups from Ease to Employee Navigator — a practical walkthrough for brokers actively managing that transition.

• Friday, July 17 — 11:00 am–12:30 m PT — Register Here
• Friday, August 21 — 11:00 am–12:30 pm PT — Register Here
• Friday, August 28 — 11:30 am–1:00 pm PT — Register Here

Can’t attend one of these dates? Additional training sessions are ongoing — reach out to us and we’ll point you to the next available option.

Claremont Is Here to Help

Beyond these trainings, your Claremont team is well-versed in Employee Navigator and ready to support you directly — whether that’s answering setup questions, walking through the migration tool with you, or troubleshooting an issue with a specific group. You don’t have to navigate this transition alone.

Questions or ready to get started? Contact The Answer Team at 800.696.4543 or info@claremontcompanies.com.

Ease to Employee Navigator: What Brokers Need to Know

Employee Navigator hosted a webinar on March 31, 2025, to share an update on the planned migration of groups from the Ease platform to Employee Navigator. Here are the key takeaways:

Key Transition Dates to Keep in Mind

Starting January 1, 2027, no new companies can be added to Ease. The “Add Company” function will be disabled for all users.

On July 1, 2027, any groups still remaining on Ease will be moved to “Read Only” status. To avoid disruption, groups should be migrated to Employee Navigator before that date. Once in Read Only status:

• Brokers and HR will still be able to access static data on Ease, but employees will not have access.
• All integrations will be ended.
• Customer support will cease.
• Support tickets will be archived for reference.

If You Currently Have an Ease Subscription

Employee Navigator is beginning the process of transitioning brokers with an Ease subscription to an Employee Navigator contract, though the process is expected to take up to six months to complete.

In the meantime, brokers with an active Ease subscription can request a free Employee Navigator subscription to use alongside their current one, which is a great way to start exploring the platform at your own pace. Email success@ease.com to get started.

Once you have access, here are the suggested steps to get up familiar with the platform:

• Complete the four-hour online broker training course.
• Build a demo company and try using the AI plan build tool for simplicity.
• Build a simple small group on Employee Navigator to test it out.
• When planning migrations, Employee Navigator recommends completing a group migration two months before Open Enrollment or starting two months after Open Enrollment.

Notes on the Migration Process

As with any transition like this, there are still details being worked out. Here’s what we know so far:

• Once a group is migrated to Employee Navigator, it becomes read-only in Ease and can no longer be updated.
• Migration does not transfer user login information. Employees will need to create new logins in Employee Navigator.
• The migration tool simplifies the process, but brokers should plan for some hands-on work. Approximately 40% of groups have data gaps — information that exists in Ease but is required by Employee Navigator — with the most common gaps being Date of Birth, Salary, and Social Security Number.
• Only active companies can be migrated. Demo companies must be made active before migration can begin.

We’ll continue to share updates as more information becomes available. In the meantime, if you have questions about the transition or need help getting started with Employee Navigator, reach out to Employee Navigator at info@employeenavigator.com or 301-583-5180. Or reach out to your Claremont Answer Team at 800.696.4543 or info@claremontcompanies.com.

Register to attend the Ease Acquisition Updates Webinar on April 23rd.

Register For The Webinar