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An Introduction to Integrations

Best Practices and Strategy
Jun 11, 2019

What is an integration?

Our marketplace is like an App Store for Employee Navigator. The integrations expand our functionality through the integrations with TPAs, insurance carriers, and payroll companies.  It’s like supercharging Employee Navigator; you get to become a power broker that offers all of your customers a convenient, all-in-one benefits and HR solution. Once the integrations are live for one of your customers, you only need to enter it in one place and we’ll take care of the heavy lifting, making sure all the systems stay in sync. In return, you get reduced implementation times, fewer support issues, and fewer billing errors.

The benefits don’t stop there. Because the data is only entered once, they have a significantly less chance of data discrepancy errors between payroll and benefit deductions. Lets not forget that our TPA integrations will also make COBRA compliance a breeze.

How do I start?

Before you can start integrating, we suggest the following:

  • If you’re looking to integrate payroll, we recommend reading the Payroll Integration Overview support article. This will give you an overview and explain commonly used terms, product limitations, and highlight current payroll partners.
  • Read our support article, Broker Introduction to Data Exchange and Integrated Partners to learn about the finer details on how the integrations work and what product types are available. If you have a specific integration in mind, overviews by product type are included at the end if the article.
  • Spread integrations out over the calendar year. It’s a bad idea to integrate multiple partners, so get your clients integrated one step at a time.
  • Discuss the integration with your client. Integrations are generally helpful, but it may not be the best fit for all of your clients. There’s also upfront work involved for both the broker and HR. Make sure your client’s HR is involved and the work is properly delegated. The HR user should know and understand their responsibilities.