Your best fourth quarter ever


Ease brings SMB benefits enrollment and management into the digital age.

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Enrollment with Ease


The fastest way to put your clients online.

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Digitally Mapped Forms

5,000+ mapped carrier forms can be added to any plan in Ease. If you need a form we don’t have we’ll map it for you.

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Rules-Based System

Ease will highlight which fields are required before an employee can complete enrollment.

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Easy Submission

Submit enrollments to your General Agent, Carrier, and TPA partners directly from Ease.

Online Enrollment Has Never Been Easier


Streamlined, from setup to submission.

Client Setup

Create a company, add employees via a census file, and build plans with our 5,000+ digitally-mapped carrier forms. Pre-built plans can be added from your favorite partners with rates, forms, and documents pre-populated.

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Employee Enrollment

Employees view side-by-side plan comparisons with coverage details and the cost per-pay-period during benefits enrollment. A unique login allows employees to discuss benefit options at home with their dependents. They can log in 24/7 to view important benefit details like plan summaries and policy numbers.

Enrollment Management

Determine what employees are eligible for the plans you add and when. Access a dashboard with enrollment progress details and email employees yet to complete enrollment inside Ease. Save time at renewal by copying plan information from the previous year.

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Manage Changes

Identify changes that need to be communicated to carriers. Ease sends you email notifications when an employee adds a qualifying life event or changes a demographic detail that impacts their benefits. Control all updates yourself by limiting employees to make edits during specific date ranges.

Don't have Ease yet?

Talk to us today about modernizing your agency.

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Ready to take your agency to the next level?


  • 660 York St, Suite 102
  • San Francisco, CA 94110
  • -
  • Sales: 1-800-446-EASE
  • Support: 1-702-800-2690
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