A smooth migration starts with the right timing, clean data, and a clear understanding of what needs attention before a group moves into Employee Navigator. Use this page to review key readiness steps, access CRC Benefits migration resources, and prepare for post-migration support.
Brokers must complete the migration through their own broker migration tool, but CRC Benefits can help with cleanup before and after migration. Once the group is active in Employee Navigator and access is confirmed, our team can provide support for related Employee Navigator needs.
Before starting the migration, confirm your Employee Navigator brokerage subscription, login access to Ease, login access to Employee Navigator, and the group’s open enrollment timing. When possible, plan migration at least two months before or two months after open enrollment.
Use the Employee Navigator Migration Dashboard in Ease to refresh the group’s readiness status, open the readiness report, and review all errors and warnings. Blocking errors should be resolved before initiating migration.
Groups do not need to be migrated all at once, but they must be migrated before the June 30, 2027 deadline.
Use these resources to prepare for the Ease to Employee Navigator migration, review the process step by step, and confirm what needs to happen before and after a group moves into Employee Navigator.
A readiness checklist covering pre-migration steps, error review, migration tasks, post-migration review, and final confirmation items.
Download Checklist
Quick answers on timing, employee logins, data transfer, integrations, Ease access after migration, and CRC Benefits support.
View FAQs
A step-by-step overview of the migration process, including the Ease Migration Dashboard, readiness review, error resolution, migration launch, post-migration review, and CRC Benefits support partner access.
View Walkthrough
Watch the full migration webinar for a guided overview of the Ease to Employee Navigator migration process and key support steps.
Watch Webinar
Step-by-step instructions for granting CRC Benefits partner access and requesting access to the CRC Benefits plan library.
View Guide
Have questions about readiness, cleanup, Employee Navigator access, or next steps? Contact CRC Benefits for support.
Contact CRC Benefits
Start with the checklist, FAQs, walkthrough, or webinar recording, then contact CRC Benefits with questions about readiness, cleanup, Employee Navigator access, or post-migration support.