We expected to gain client facing efficiencies but have been thrilled with the internal benefits it's had at our agency. We can scale so much more effectively now that we have standardized much of our processes through Employee Navigator. The software allows you to scale the technology used by larger employers into the small/middle market where it is most needed.

The software is constantly improving but that also comes means it's changing. Staying on top of all the new enhancements and features definitely requires an internal resource dedicated to the task but is worth it in the end.

Our experience has been very positive for us and our clients. It's a huge value to be able to offer this to our employers to help manage their employees and benefits.

We've learned as we go with this system but once we got the hang of certain features or rules for plan setup it became much more smooth to set up new accounts. We have used/experienced other systems and this is the most user friendly. The support team is excellent and helpful whenever we have questions. The wall feature is critical in managing changes.

The reporting tool could use some work. It's not possible to pull only new hire elections for deductions. There also needs to be a way to include new employees in an open enrollment period without having them enroll twice (once for OE and once for new hire eligibility). They MUST get the PDF editor/fillable form situation figured out asap. Being able to map any fields to a PDF form needs to be figured out.

An automated healthcare enrollment portal for our contract employees.

This software has helped us launch and maintain our employee healthcare benefits platform. I like the ability of the software to engage our employees and allow them to manage the process of enrollment firsthand.

Accuracy of data management has been a real issue with this software. Information entered into Navigator at times has not translated into the actions intended. As a result, we've had to deal with rate issues, healthcare enrollments and cancellations being missed, and a host of reporting issues.

It has a great user interface and is easy for HR and employees to use. We received feedback from employees that the online enrollment flow is easy to use during our very first Open Enrollment on EN and that is saying something if the employees find it easy to use! Also the Evidence of Insurability tracking is easy and seamless. We and our client struggle and spend hours tracking and reviewing EOI from other systems while EN's is easy to build on the plan side and easy to understand from the employee and HR views. We also love the carrier integrations. We mostly have ancillary carrier integrations, no medical ones yet. I manage the 834 EDI feeds on the self-service system for our medical carriers and that is also easy to use. Finally we love the automatic reminders that can be scheduled for new hires and open enrollment and we love the ability to customize the notifications for different actions in the system both for broker and for client's HR team.

It is a rules-based system so if you have clients who like to make their own rules , well then this will frustrate them. You do have the ability to manually edit effective dates of enrollments and coverage amounts but otherwise the extra effort of tracking and processing special exceptions will exhaust you and the client and it will also make the option of carrier integrations an impossibility because you will have so many error discrepancy reports to fix. You also only have one person from your agency who can contact service on your behalf unless you pay extra for another premier user. Sometimes this can be frustrating to funnel every question and issue through one person.