Streamline Your Enrollments with EaseCentral

Introduce your client to EaseCentral. It’s an online enrollment and benefits platform that expedites your group’s enrollment across carriers into a single uniform entry with just one eSignature applied across multiple applications. It also offers a single solution for payroll and HR benefits.

Our customizable employer-focused brochure is a great way to introduce the value of EaseCentral to your clients –download your copy here!

If your clients are as excited as we think they’ll be, getting started just takes a few steps:

  1. Complete the disclaimer: Choose the account type you prefer below and click to download the agreement and disclaimer form. If you are new to EaseCentral, select Option 1. If you are already working with EaseCentral, select Option 2.
  1. Send us your group data: Use our Excel Intake Form to ensure you capture the minimum data required to implement your case.


  • Carrier(s)
  • Package(s) and Plan(s)
  • Contributions (ER, EE)
  • Effective Date
  • Enrollment Start & End Dates
  • Waiting Period for New Hires
  • Census with EE Emails


  • Employee Handbook*
  • Summary of Benefits & Coverage (SBC)
  • Exchange Notice
  • Company Privacy Policy
  • Company Message (from Owner/CEO)

*If your group wants an Employee Handbook, but does not already have one, they can get a free handbook and free support to customize it at

  1. Send us your disclaimer and Intake Form: Send your signed Disclaimer and Intake Form to Once we get it, we’ll set up your group and send you access to review online before initiating enrollment and sending your client login access. After that, you can relax . . . as we take care of the rest.


Need Help?

If you have questions about EaseCentral, contact Sarah Krstich at or give her a call at (800) 869-6989, ext. 4841. You can also call her directly at (714) 564-4841.

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