Broker Support
Ease Integration with Salesforce
Overview
Use the Ease Integration with Salesforce to eliminate redundant data entry.
Instantly create any group in Ease using your information from Salesforce or push the information from Ease to Salesforce. This includes the group account information and their benefit policies, eligibility, classes, contributions, employees, dependents, and more.
Additionally, all newly created or updated employees and their benefit elections automatically sync from Ease to Salesforce.
Integration Features
- Reduce the time required to manage groups in Ease by over 90%
- Eliminate redundant data entry
- All your data in one place
How to Activate
To get started, visit the Marketplace in your Ease account or email [email protected].
Resources
- See a recorded video demonstration of the Ease Integration with Salesforce
