Effortless Admin

RATING:

4.8

(26)

About Effortless Admin

Effortless Admin is a Canadian group benefits admin software and service provider dedicated to compliance and client freedom. Plan sponsors benefit from a single admin and billing experience that can manage any plan design, with any provider and product mix, supported by any benefits advisor, and integrated with any HRIS/Payroll system. Ongoing compliance is tightly integrated into the platform and supported by a team of in-house benefits experts.

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Effortless Admin Pricing

Please contact us for specific pricing

Free trial: 

Not Available

Free version: 

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Effortless Admin employee data
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Effortless Admin Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Effortless Admin

1 - 5 of 26 Reviews

User Profile

Nomi

Verified reviewer

Hospital & Health Care, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Comprehensive and easy to use product

PROS

Easy to use, informative and always someone to support us if we have queries

CONS

Not really too much to add in this area.

Brittany

Human Resources, 1,001-5,000 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Effortless Admin is true to their name - they make Benefits Administration "effortless"

Effortless Admin is a wonderful Benefit Administrator who is constantly looking to grow and improve their processes. Their customer service is absolutely phenomenal - they are responsive, clear and concise with answers and they will go above and beyond to reach out to our Benefit Provider and resolve the issue on our behalf (even when we didn't ask them to)! If you are looking for a partner who will make life easier (from a Benefits Administrator perspective), look no further because Effortless Admin is the partner for you!

PROS

The product is very easy to use, the customer service is exceptional and the integration was seamless. Our organization is growing so quickly yet Effortless Admin is easily able to keep up with our exploding headcount. With a growing organization comes a changing set of needs, Effortless Admin is always willing to listen and where they can, accommodate our list of requests to make our lives easier (whether they can implement it immediately or build it into a future feature roll out). Their customer service is top notch, they are very quick to respond via email or the live chatbot and always provide amazing support to our team! They are always willing to go above and beyond to assist us and our employees! When we engaged Effortless Admin, we had huge concerns about the enrollment process - we were looking for a partner to make our lives easier. We can from a very archaic system where the enrollment process was extremely manual for both the employer and the employees. However, Effortless Admin has a very intuitive and easy platform for us and the employees. We are able to log into the platform and send reminder emails to employees who haven't enrolled which is incredibly helpful to nudge the employees. Also, we can easily see an audit trail of the enrollment process for each individual employee (i.e. when the original enrollment email was sent, when any reminder emails were sent, if the employee opened the email and when, etc.).

CONS

The two biggest cons for our organization is: 1) The email notification sent to us with a list of employees who completed their benefit enrollment is super useful but currently capped at displaying 10 employee names - if there are more employees who completed their enrollment, the email notification simply shows the last line as "5 more..." without displaying the employee names. This can be very hard to track who those remaining employees are. Effortless Admin has already been made of our request and plans on implementing this change as a future feature update so we can see all employee names in the email. 2) If an employee is being onboarded way before their start date, Effortless Admin's platform will wait until the month that the employee starts before processing their Benefit enrollment. This can sometimes delay the onboarding process from an administrative perspective as we cannot see what selections the employee made until their enrollment is processed.

Nicole

Marketing and Advertising, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2022

Effortless Admin Review

Recommended

PROS

User friendly and it saves time on the administrative process if the employees do their own registration

CONS

sometimes can be difficult to make changes

Maureen

Human Resources, 1,001-5,000 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2022

Effortless Admin review

I like how if we were to ever change insurers, we can keep using EA (for most insurers), no need to transfer info-more seamless experience for benefits administrators and members.

PROS

Easy to use, simple interface, chat feature with direct access to an EA rep is AMAZING when you want quick answers to queries.

CONS

Sometimes confusing for members --they have to enroll in EA but this is not the actual insurer. 2 different logins for them, differences for system use (EA does enrollment, but insurer is the site for submitting claims, updating direct deposit). For administrators, sometimes a query to EA requires time for them to investigate as they are not as versed in the plan as going to the insurer directly. Sometimes there is confusion on who to send forms to (insurer vs. EA, sometimes both, process is unclear).

Reasons for switching to Effortless Admin

Manulife system was clunky (not state of the art at all), often glitched and interface was old-school. Ineffective Customer Service Experience for admins and members as well.

Linda

Automotive, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Effortless Admin is great!

Effortless Admin has been great overall. Whenever I have a question, I always receive an answer back from the Benefits team fairly quickly. If they are unable to answer or solve the issue right away, they always have suggestions on what I can do in the meantime.

PROS

My favourite part of Effortless Admin is that it is easy to use for both team member and admin. We came from a system that was not easy to use and had no access for the team member. I have received a ton of feedback from the team that it is so great for everything from initial enrollment to adding new family members or changing your address. We are very happy that we made this change.

CONS

I don't have anything that I would say that I don't like about the software.

Reasons for switching to Effortless Admin

We changed Benefits Advisors