NEWSROOM

Word & Brown is encouraging brokers to use the great training program and resources that Employee Navigator has developed to support brokers regarding its build process as the transition from Ease to Employee Navigator continues.

These resources are a great starting point to learn how to build and manage your groups in Employee Navigator. There will always be new scenarios for learning and adapting to a new system, especially as new features and enhancements are added to Employee Navigator.

Here are some of our recommended go-to resources: 

• Employee Navigator AI: An amazing resource that has proven helpful in asking any questions about the process, where to find something, or what is available within the system. This is our first stop for any support needs in connection with Employee Navigator. (Employee Navigator login required.)
• Training: Word & Brown’s list of the most helpful Employee Navigator training resources. 
  • Broker Training
  • HR Training 
• Employee Navigator Support Portal: Support page that allows you to search for many of the top needed support areas and find resources, guides and videos to help with the system, including recordings of past webinars. (Employee Navigator login required.)
• Self-Paced Training Materials: Access self-paced training videos, connection articles, past recorded webinars, and product updates. (Employee Navigator login required.)

Other Upcoming Training Opportunities

Employee Navigator-hosted training sessions are designed to help you master their platform, explore advanced features, and gain valuable insights from the expert Implementation Team. These sessions cover topics like agency and company branding, HR tools, troubleshooting tips, and enhancing the employee experience.

This information will be updated with the latest training schedules and registration links from Employee Navigator. Check back often to secure your spot and stay ahead with the tools and tips you need to succeed.

Virtual Employee Navigator System Training

These webinars focus on Employee Navigator system training and key differences from Ease. You should attend these webinars if you’re ready to get fully trained on Employee Navigator. The trainings series run Monday-Thursday for 90 minutes. We recommend joining these trainings if you are ready to start actively using Employee Navigator. Note: Capacity has been increased to 250 attendees per weekly session. 

• October 19th-22nd from 10:00–11:30 AM PDT: Register here
• October 26th-29th from 10:00–11:30 AM PDT: Register here

Employee Navigator Integration Overview Training

Join us for a webinar to learn everything you need to know about carrier, payroll, and TPA integrations on Employee Navigator. We’ll cover how these integrations are used to help brokers run more efficiently and grow their business. 

• Friday, October 9th from 10:00–11:00 AM PDT: Register here

Virtual Migration Tool Training

Learn how to migrate groups from Ease to Employee Navigator. This webinar will focus specifically on using the migration tool.

• Friday, October 16th from 11:00 AM–12:30 PM PDT Register here

Supplemental Materials:
Employee Navigator has created an Ease to Employee Navigator Migration FAQ that answers common questions about the migration process, including eligibility, timing, what to expect, and how to prepare. 

Open Enrollment Best Practices Series (Articles)

Open enrollment comes with a lot of moving pieces, from preparing clients and managing integrations to monitoring enrollment progress and closing everything out.

To help, Employee Navigator put together a five-part Open Enrollment Best Practices series for brokers that you can reference throughout the enrollment process.

The series covers:

• Getting Enrollment Ready – Build timelines, define responsibilities, and prepare your clients
• Setting up Payroll & Benefits Integrations – Prepare carrier, TPA, and payroll connections for enrollment
• Managing Carrier, TPA & 834 EDI Integrations – Manage carrier data exchange and 834 EDI requirements
• Reporting – Track employee progress and enrollment activity
• Closing Out – Finalize elections and prepare for the new plan year

Whether you're getting ready for your first enrollment of the season or already in the middle of one, the series provides practical tips to help keep things on track.

Read the Open Enrollment Best Practices Series

As additional information on training is released by Employee Navigator, we will share it.