The EaseCentral team offers an extensive training and support program to our broker partners. 


Agencies new to EaseCentral will be contacted by their Customer Success Manager to begin training.


The EaseCentral training program covers the implementation of EaseCentral for an employer group. Agencies should be prepared with client information so the training topics can be applied to the set up of one of your employer's EaseCentral portals. Reference the Implementation Checklist for data that should be collected for the employer group prior to training. 


Prior to the kick off call, each user should review the Welcome to EaseCentral video and complete each step discussed.  




This session is primarily targeted for the main administrator of the agency portal. The EaseCentral Customer Success Manager will walk through the training program details and process. Together, they will uncover goals for utilization, set project timelines, discuss portal homework and schedule follow up sessions for the larger team. 


Users have multiple options for self learning: (1) The EaseCentral Training Series below is comprised of short video tutorials designed to take users through each of the pertinent steps from setting up their portal to onboarding employees within a group. (2) There are also 3 full length videos linked at the bottom of the page that groups tasks into the three stages of portal development and management. (3) For further details or for users that learn through reading, search for the keywords within the training series titles listed below and review the associated help articles.


EaseCentral Training Series


Chapter 1: Getting Started with Your Portal 

Chapter 2: Adding a Medical Plan

Chapter 3: Adding a Life Plan

Chapter 4: Creating a Census

Chapter 5: Customization

Chapter 6: The Employee Experience

Chapter 7: Managing Changes

Chapter 8: Open Enrollment Best Practices

Chapter 9: Reports

Chapter 10: Onboarding


Full Length Series


Getting Started, Training #1

  • Set up Organization Types
  • Create plans
  • Review employee import templates

Resources & Testing, Training #2

  • Import employee census templates
  • Customize the employee experience 
  • Build the Document Library
  • Assign Company Administrators
  • Test the employee experience

Portal Management, Training #3

  • Review reporting options 
  • Outline best practices
  • Compare costs with our Rate Quoting tool


Our Customer Success Team continues to offer ongoing assistance to your agency as you implement EaseCentral to help manage communication, enrollment, and benefits onboarding in one central location.