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BenefitsGuide

Global Ease Integration

By BenefitsGuide

Rating
5.0
Reviews
2
Pricing
Paid
From $50 per user per month
Listed since
2023

About BenefitsGuide

Eliminate redundant data entry when you sync Ease and Salesforce

Ease is an online employee benefits quoting, enrollment, and benefits administration platform.

You can push a group Account, the current employee census, and the Policy information to Ease instantly creating the new group using your data from Salesforce.

Elections made online during the enrollment process in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Policy records.

Workflow tasks related to the Member Transaction are automatically created and assigned to the person on your team responsible for communicating the election to the different insurance carriers.

Ease provides streamlined employee setup and document collection for growing companies, world class partners and exclusive integrations to tailor your offering to changing needs, effortless ACA compliance management, reporting and e-filing, powerful PTO tracking, performance reviews, and goal setting for managers, and robust payroll integrations with ADP Workforce Now, Paylocity, and TRAXPayroll to cut administrative work.

Highlights

  • Reduce the amount of time required to create a group in Ease by 90%
  • without any redundant data entry, you can now load ALL of your groups into Ease OR you can push the existing information on all your groups in Ease to Salesforce
  • Elections made in Ease can be automatically created in Salesforce as Member Transactions related to the correct Contact and Policy records

Screenshots

Sync both ways; either from Ease to Salesforce or/and from Salesforce to Ease

Image 1 of 13

Sync both ways; either from Ease to Salesforce or/and from Salesforce to Ease

Pricing

Paid, from $50 per user per month.

BenefitsGuide plans
PlanPriceBilled
Default Plan$50 per userMonthly

$50 per user per month

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
Requires
  • Sales Cloud
  • Service Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 17, 2021
Languages
  • English