There are also additional resources available at:
- EASE Connection Support (email support): Connectionssupport@ease.com
- EASE Support Site (please note, you must login to access this link): https://easecentral.force.com/s/article/Broker-Third-Party-Administrator-TPA-Connection
Important note about COBRA Clients & EASE: Age Banded Rates, Life insurance, AD&D, & MN State Continuation plans are not able to be sent over via EASE.
Ease Checklist: Download Checklist
Steps:
- Login to EASE
- Mark COBRA eligible plans: select the Company/Client you are connecting with Ameriflex
- Select “Benefits” tab
- Mark each desired plan as COBRA eligible: Select the plan
- Scroll down to the bottom of the screen and select eligible from the COBRA eligible drop down menu:
- Once complete, go back to your main login dashboard
- Select “Marketplace”
- Scroll down and select “Third Party Administrator”
- Find “Ameriflex” and click it
- Click “Enable” in the dialogue box prompt
- Click “Yes, Enable”
- Then click “Save”
(The client is now able to engage in an Ameriflex connection, allowing you to be able to send an activation request to Ameriflex.)
- Return to your main homepage dashboard
- Click “Client”
- Click “Marketplace”
- Click “Third Party Administrator”
- Click “Ameriflex”
- Click “Enable”
- Click “Yes, Enable”
- Click “Save”
- Click “Ameriflex” again
- Click “Get Started” (this should only be completed once Ameriflex approves the feed)
- Click “Next”
- Provide the “Client ID” - which would be your Ameriflex AMF Code - if you have not been given this code already, please request it.
- Select the respective data that should be sent to Ameriflex: General Initial Notice, & Qualifying Events
- Disable any plans you do not want to include in the file exchange
- Click “Next”, then “Finish”
- Await for Ameriflex to review & advise on any issues, and proceed to accept the data feed.