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Financial Professionals Financial professional news Principal and Ease EOI integration
May 14, 2026

Principal and Ease EOI integration

As previously shared, Ease has announced it will stop accepting new business effective January 1, 2027. Employers currently using the platform should begin planning a transition strategy now. 

Clients using the Ease platform may also begin seeing a pop-up message indicating that EOI integration with Principal is no longer available. However, this does not impact the continuity of EOI servicing through Principal. 

Here’s what to expect moving forward:  

  • For any Ease customer who will require an EOI, they will now receive an email directly from Principal with a link to our online EOI experience.  
  • Employers can continue to view the status of open and completed EOIs through eService.

     

Timing matters

Employee Navigator recommends completing migrations two months before or after open enrollment. This approach helps minimize disruption and is designed to keep the experience clean and consistent.  

 

Additional options for larger groups

Employee Navigator recommends completing migrations two months before or after open enrollment. This approach helps minimize disruption and is designed to keep the experience clean and consistent.  

 

Next steps

Now is the time to reach out to your Ease clients, start the conversation, and proactively create a transition plan