When setting up plans in the EaseCentral system, there will be some fields are are unique to specific plan types.  The list below includes a brief explanation of each field. 


Import ID

A unique 6 digit alphanumeric ID that EaseCentral issues for each benefit plan for pre-populating benefit elections

Admin Name

The plan name that brokers and group administrators see. Make this as detailed as necessary for easy identification. We recommend entering in the year for clarification.

Display Name

The plan name that the employees see upon enrollment as well as mapping to the enrollment form. We recommend matching display name to the enrollment form as closely as possible.


Select the carrier for the plan.

Effective Date

The start date of the Benefit Plan. This will need to be a current date. Plans have a one year life span in EaseCentral and will be driven off of this date.

Enrollment Start Date

The date that enrollment in the plan will begin. If left blank, the system will set a default date of 3 months prior to the plan effective date.

Enrollment End Date

The date that enrollment in the plan will end. If left blank, the system will set a default date to 1 year after the plan effective date to accommodate the year’s enrollment activity

Bank Information Check the box to allow the employee to enter in bank information (bank name, account type, account number). This would typically be used on an HSA benefit if the application requires it.

Policy Number

The policy number of the plan. Refer to a carrier invoice for clarification.

Tax Determination

Select pre-tax or post-tax based on how the deductions will be taken from the employee's paycheck.

Waiting Period

The period of time that new employees must wait before they are eligible for the benefit plan.

Entry Date

The date that the benefit will be effective based on the waiting period. Options are first of month, first of the month next following, 15th of the month, immediate, semi-annual, and quarterly.  

Termination Date

The date that the employees are terminated from the plan. Options are immediate and end of the month.

Age Determination

How the system determines the employees’ plan eligibility based on age. Refer to the solution for details of each rule. 

Scheduled Hours

Enter in scheduled minimum/maximum hours if there is an hours requirement on the plan. If this is being used, be sure to populate scheduled hours on the EE record.

Eligible Dependents

Check the box of the dependents that are covered under the plan.

Through Age

The age through which dependents are covered.

Required PCC ID or Name/IPA If the plan requires a primary care clinic, checking the box will require the employee to make a selection of the primary care clinic.
Required OBGYN Name/Number If the plan requires an OBGYN, checking the box will require the employee to make a selection of an OBGYN.

These additional fields are typically on salary or volume based plans where the election is a dollar amount.


Employee Benefit

Options include: Flat Amount, X Earnings, Increments, Custom


Flat Amount: Enter the dollar amount the employee is eligible for (i.e., $25,000).


X Earnings:  If the plan is based on a multiple of earnings, (i.e., 1 x salary/60% of salary) enter in the factor (i.e., 1 or .60).


Increments: If the plan is increment based, enter the incremental amounts the employee is eligible for. For example, if the plan is coverage from 10,000 up to $300,000 in increments of $10,000 enter the values in the increment from/increment to and increment by fields.


Custom: Use this option for a benefit schedule that does not follow typical increments, i.e., coverage options of $2000; $5000; $10,000.

Eligible Dependents

Check the boxes of the dependents that are eligible for coverage.  Then return to the plan PROFILE and add in the plan set up details for the spouse/dependents.

Guarantee Issue

Enter in the amount of coverage that is guaranteed without needing to complete Evidence of Insurability.

Guarantee Issue Max X Earnings

This field is rarely used and should only be used if the plan summary specifies that the guaranteed issue is a multiplier of salary. Typically the Guarantee Issue field will be populated with a dollar amount and this field will be left blank.

Round Type/Round To

If the plan allows for rounding, select the rule that applies: do not round; nearest; next highest or next lowest. The round to rule will appear once the round type is selected. Enter in the dollar rounding rule (i.e., nearest $1,000).


Some plans have a reduction in benefit based on an age schedule. Enter in the amount that the coverage should be reduced by. For example, if coverage is reduced to 65% at age 65, enter in 35% as that is the amount that the coverage is reduced by.