You can integrate with Kept from an Ease account by using one of the two options below.

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Option 1:

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This is an ideal option for broker agencies who have multiple employers on Ease that they'd like to integrate with Kept.

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Connecting from the Broker Agency in Ease

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Step 1:

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Log into your agency account in Ease. Navigate to your agency's 'Employees' tab. From there click on 'Add Employee.'

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On the screen that follows, enter the information listed below:

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First Name: Kept

Last Name: COBRA

Email: cobra+[YourAgencyName]@kept.io

For example, if your agency was 'Benefits Agency' (as in the example photo above) then the email address you would use is cobra+benefitsagency@kept.io.

Location: We're in California but you can put any location that's already pre-built in your agency if you'd prefer.

Teams: Not required but if you do add us to a team, make sure it's only to the teams that have the companies you'd like us to administer. If you are unfamiliar with teams, you can learn more about how Ease utilizes teams and how it can help you manage Kept's access to clients here.

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Step 2:

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If you don't add us to a team that has 'Plan Management,' 'Scheduled Reports Management,' and 'Daily Change Notification' enabled, then you'll need to edit those in the new Kept COBRA employee that you created in Step 1. Enabling these ensures that we can get the info we need to update Ease as folks become eligible, enroll, and terminate COBRA coverage.

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Option 2:

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This is an ideal option for brokers who have just one client in Ease that will receive COBRA administration from Kept.

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Connecting from the Company page in Ease

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Step 1: Navigate to the company's Employees tab and select the 'Actions' button to then 'Add Employee.'

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Fill in the following information for each of the requested fields.

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First Name: Kept

Last Name: COBRA

Email: cobra+[EmployerName]@kept.io

For example, if the employer you want to add Kept to was 'Image Makers, Inc.' (as in the example photo above) then the email address you would use is cobra+imagemakersinc@kept.io.

Type: Contractor

Status: Active

Hire Date: Today's date

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Any other information that is optional can be left blank and if there is a box that's required for this employer, feel free to use whatever default options are best (e.g. if a location is required you can use the employer's headquarters location).

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Step 2: Add the newly created Kept employee as an administrator. From the company's homepage select 'Profile' and then select the 'Access' tab.

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Under 'Company Admins' select the dropdown menu and add 'Kept COBRA' to the list of administrators. This will provide us with the access necessary to update Ease as folks become eligible, enroll, and terminate COBRA coverage.

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That's it! If you completed these steps we'll be following up and you'll see the progress of your integration in Kept.