Ease to Employee Navigator Transition: What Brokers Need to Know About the 2027 Timeline

Make the Switch with a Benefits Technology Team Behind You

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Published: 08.06.2026

Ease is sunsetting, and brokers have an important opportunity to help clients prepare before the transition creates added pressure around renewals, open enrollment, integrations, and ongoing benefits administration. With Ease moving toward read-only status, brokers should begin identifying clients that need to transition to Employee Navigator and assessing the level of support each group may require.

The migration process can create new administrative demands, including data review, plan setup, eligibility configuration, and communication support. Employee Navigator has stated that its migration tool is already being used to move companies from Ease to Employee Navigator, and that 95% of companies on Ease were eligible to upgrade without losing functionality as of the June 2026 announcement.

For brokers asking when clients should begin moving from Ease to Employee Navigator, the answer is clear: planning should start well before the 2027 deadlines.

In This Guide

• Ease Sunset Timeline: Key Dates Brokers Should Know
• Why Brokers Should Start Planning Now
• Suggested Ease to Employee Navigator Migration Timeline
• How Savoy Helps Brokers Manage the Transition
• Turn the Ease Transition Into a Growth Opportunity
• Ready to Review Your Ease Groups?

Ease Sunset Timeline: Key Dates Brokers Should Know

• January 1, 2027: New companies can no longer be added to Ease, and the Add Company feature will be disabled.
• July 1, 2027: Ease will officially sunset and move to read-only status. Historical data and reporting access may remain available, but integration customer support for Ease will be discontinued.

Source: Employee Navigator’s Ease platform sunset announcement

Why Brokers Should Start Planning Now

Clients still using Ease will need a path forward before the July 2027 read-only date. Brokers should identify affected groups now, review renewal and open enrollment timing, assess group complexity, and determine which clients should transition to Employee Navigator first. Waiting too long may create unnecessary pressure for brokers, employers, HR teams, and employees, especially if the transition overlaps with renewal season or open enrollment.

A proactive approach gives brokers time to review data, identify configuration needs, coordinate carrier connections, train employer contacts, and prepare employees for a smooth enrollment experience. It also gives brokers a timely reason to reconnect with clients, reinforce their value, and discuss broader technology support.

Suggested Ease to Employee Navigator Migration Timeline

How long does an Ease to Employee Navigator migration take? Every group is different, but timing often depends on group size, plan complexity, eligibility rules, carrier connections, data quality, and open enrollment timing. Brokers can use the following timeline as a starting point when preparing clients for the transition:

• Now through August 2026: Identify clients currently using Ease, review renewal and open enrollment dates, and prioritize groups based on complexity, carrier connections, eligibility rules, and internal support needs.
• September 2026: For many January 1 plan years, brokers should aim to begin migration approximately two months before open enrollment. This gives brokers and employers time to configure plans, test integrations, complete data cleanup, review class structures, prepare employee communications, and run open enrollment fully in Employee Navigator.
• Before January 1, 2027: Avoid placing new companies on Ease and begin steering eligible groups toward Employee Navigator.
• January through June 2027: Complete remaining migrations, confirm carrier connections, train employer contacts, and prepare employees for enrollment.
• Before July 1, 2027: Help clients complete the transition before Ease moves to read-only status and integration support is discontinued.

How Savoy Helps Brokers Manage the Transition

Savoy, an RPS Company, helps employee benefits brokers support clients with enrollment technology and Employee Navigator implementation resources. If brokers are wondering how to manage Ease migration planning, Employee Navigator setup, carrier connectivity, training, and ongoing support, Savoy can help reduce the administrative lift while keeping the focus on client relationships, retention, and new business growth.

Savoy can support brokers with:

• Ease-to-Employee Navigator migration planning
• Employee Navigator implementation support
• Plan, rate, class, and eligibility setup support
• Carrier connectivity coordination
• Enrollment launch support
• Broker and employer training support
• Ongoing technology support after implementation

Turn the Ease Transition Into a Growth Opportunity

The Ease sunset timeline gives brokers a timely reason to engage clients in a bigger conversation about benefits technology, service expectations, enrollment strategy, and long-term administrative support. For prospects, it also creates an opportunity to lead with a practical solution to a real business challenge.
By helping clients prepare early, brokers can:

• Help clients avoid last-minute migration pressure
• Create a stronger renewal and open enrollment experience
• Reduce internal administrative lift for your agency
• Strengthen client retention through proactive technology support
• Use enrollment technology as a differentiator when prospecting

Ready to Review Your Ease Groups?

Have clients still using Ease? Bring your affected groups to Savoy. We’ll help you review build an Ease-to-Employee Navigator migration plan and support implementation before the 2027 deadline.

📩 Contact us today to get started.