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Anne K.
Insurance, 1-10 employees
Used daily for 2+ years
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Building benefits into EASE is not easy. I have helped other agencies get started with the product. 1 agency had it for a year and their Admin person had watched Video after training video but had yet to get 1 group finished on the system where they could actually use it. We spent 2 days training them IN PERSON and getting them up and running. Recently, Ive been helping another agent - again NEW...
EASE - Has User friendly screens and Reports. It is easier for employees to use and navigate benefits. We also like the EASE phone app
We hate the Legacy mapping fees - particularly on the supplemental insurances such as vision and life as these fees practically take away our commissions on those plans. We spend time selling those as added value benefits , it's time consuming with very small commissions, so it's a RUB when EASE takes the equivalent of those commissions monthly for the Legacy mapping fees . These NEW additional fees can increase the software monthly charge by 30%
Maria H.
Insurance, 1-10 employees
Used daily for 2+ years
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Overall experience has just been okay. As I said in the title, originally it was great but over the past several years it's been declining as they've gotten bigger and have made updates to their company structure. The product is good and we continue to use it because we can't move platforms during the busiest time of the year for our agency. However, we are exploring other options. Ease's support...
What I originally liked about Ease was that it was user friendly, support staff was accessible and had an easy interface. Integration with our business was seamless and had the tools we needed to set up our business and clients for success.
There are some capabilities missing such as being able to really be notified when an employee has completed their enrollment. Or when the employer has added an employee. Or being able to pull a deduction report only for employees who are new hires and not the entire company roster. I don't like how there's little integration with other insurance companies. Other enrollment platforms have several integrations.