Take the guesswork out of group builds in Ease, and download this step-by-step PDF walkthrough supported by visuals to guide you through simple and complex group builds alike.
Download the Group Build PDF today!
Learning Resources
Become the Ease expert you’ve always wanted to be!
You’ve got the industry’s best benefits and HR software, so what’s next? Explore these easy-to-follow resources to learn how to sell and demonstrate Ease.
What’s New Walkthrough (Webinars On-Demand)
Revisit recent What’s New Walkthrough webinars where our team of experts reviewed new feature releases and enhancements (in addition to giving you a sneak peek at future releases that may actually be live depending on...
Office Hours with Jenelle
Swing by office hours anytime with these on-demand recordings to previous sessions! Revisit your favorites or share this content to help show your colleagues the ins and outs of Ease.Office Hours: Setting Up New...
2022 SMB Benefits & Employee Insights Report
Help your clients make smart decisions instead of gut decisions by downloading the 2022 SMB Benefits and Employee Insights Report. We’ve recently released the industry’s most in-depth — and anticipated — report...
ACA Resources for 2021–2022
Help your groups avoid IRS penalties and fines with these helpful ACA resources!When it comes to the ACA, it can be tough to keep up with ever-changing rules and regulations. And since ACA filing is only due once each...
Now On-Demand: Back to School Sessions
Go Back to School with Ease on your own schedule. We’ve made each of our educational webinars available on-demand! With this helpful, insightful, expert-led how-to webinar series, you can deliver a secure, paperless...
The Digital Broker’s Open Enrollment Readiness Report
Refine your next normal and tackle this year’s open enrollment with this new report. We’ve collected and analyzed hundreds of survey results from brokers and partners throughout the industry regarding the upcoming open...
The Agency’s Guide to Better Serving Employers in 2021
What are businesses across the country looking for in their broker? How are you identifying what’s most important to them while continuously navigating post-pandemic curveballs? Download The Agency’s Guide to Better...
Automate Your Agency with Ease (and an AMS)
Are you struggling with the organization of your agency and having difficulty finding ways to increase efficiency? It might be time to explore working with an Agency Management System (AMS). An AMS is a software as a...
Active vs. Passive Enrollment PDF
How can passive enrollment put employers and employees at risk? Is active enrollment truly better than passive enrollment? And why is active enrollment successful with Ease? Put your enrollment strategy under the...
ACA With Ease For Brokers
Read this brochure to learn how you can offer your groups the ACA compliance solution they are looking for!
Download Flyer
How To Increase Participation In Voluntary Benefits
Offering voluntary benefits is just half the battle. The true value often lies in implementation and utilization. Our latest guide, “How to Increase Participation in Voluntary Benefits” will cover everything...
Sales Enablement Tools
Everything You Need To Deliver A Great Pitch!
Have an important meeting coming up soon? Leverage Ease’s Sales Enablement Tools to make your next pitch the one best ever!
Customizable Ease Slide Deck
Need to explain the value of Ease? Want to walk into a meeting with a prospect prepared to win new business? Get prepared by downloading this Ease PowerPoint presentation. This slide deck includes information about...
How To Sell Ease 101
Information to help you sell your clients and prospects on the Ease solution. As an Ease broker, you know the key benefits of our system: Grow your business, protect and strengthen your client relationships, and...
How To Demo Ease 101
Everything you need to know to demo the Ease experience. Whether you’re talking to prospects or current groups, we understand it can be difficult to illustrate the employee experience in Ease — until now. This 101...
Insurance Broker vs. PEO 101
Talking to your groups about the differences between working with you versus a PEO. Introduction An increasing number of American businesses are exploring Professional Employer Organizations (PEOs). Your groups are...
Lead Generation
Book More Meetings with These Tools
Not enough time or resources to market to prospects? Using best practices and tried-and-true personalized marketing tools, these resources will help you book more meetings and convert cold prospects to loyal clients.
Toolkit: Promote Your Partnership with Ease on Your Website
Looking to create an Ease-focused page on your website to help win new business? Differentiate your agency from the competition and showcase the Ease advantage by highlighting our partnership on your website. This...
Employee Testimonial Flier
Sure, you can explain the benefits of Ease to your groups…but what if they want to know what employees like theirs think of using Ease? Now you can show them. Ease has more than 2.5 million employees elect their...
Promote Your Partnership With Ease In Your Email Signature
We have created an email signature that you can use to promote your partnership with Ease to your groups and prospects who are hesitant about using technology, or are unfamiliar with online enrollment. Email Signatures...
My ROI Calculator
Get My ROI Calculator! Generate leads and book more deals with My ROI Calculator! Getting started is as easy as 1-2-3: Complete this form to request a unique link to your My ROI Calculator. Remember to use the...
