Employee Navigator

Benefits, HR & compliance software for insurance brokers

About Employee Navigator

Employee Navigator is a benefits administration, HR and compliance software for insurance brokers and their clients which features new hire onboarding, time off tracking and asset tracking technology, plus integrated payroll. Incorporating an ACA dashboard, HRIS and agency management tools, alongside online enrollment, carrier and payroll reporting and HR and benefit communication functionality, Employee Navigator aims to deliver a comprehensive HR solution.

Pricing starting from:


  • Free Trial
  • Subscription

Key benefits of Employee Navigator

  • Manage HR tasks online with employee onboarding, PTO tracking and asset tracking technology.
  • Streamline HR workflow processes with over 60 integrations, from payroll to TPAs, and more.
  • Gain quick and central access to HR and benefit communication documents.
  • Native apps for iOS and Android give users the flexibility to manage insurance and HR information on the move, via mobile devices.
  • An employee self service portal allows employees to update their own information, request time off, and view documents efficiently.

  • Devices

    Business size

    S M L


    United States

    Supported Languages

    English, Spanish

    Pricing starting from:


    • Free Trial
    • Subscription


    Enroll new hires
    Centralize HR information
    Access online employee directory
    Set task reminders
    Build PTO policy
    Access employee self-service
    View 7 more
    Employee Navigator screenshot: Enroll new hires Employee Navigator screenshot: Centralize HR information Employee Navigator screenshot: Access online employee directory Employee Navigator screenshot: Set task reminders Employee Navigator screenshot: Build PTO policy Employee Navigator screenshot: Access employee self-service


    Total features of Employee Navigator: 34

    • API
    • Ad hoc Reporting
    • Approval Process Control
    • Asset Management
    • Assignment Management
    • Audit Trail
    • Automatic Notifications
    • Certification Tracking
    • Communication Management
    • Customizable Branding
    • Data Import
    • Deadline Management
    • Document Storage
    • Electronic Data Interchange
    • Email Notifications
    • Employee Onboarding
    • Employee Self Service
    • Enrollment Management
    • Event Tracking
    • Forms Management
    • HIPAA Compliance
    • HR Management
    • IT Asset Tracking
    • Permission Management
    • Real Time Analytics
    • Records Management
    • Self Service Portal
    • Serial Number Tracking
    • Single Sign On
    • Status Tracking
    • Template Management
    • Third Party Integration
    • Time Off Requests
    • Vacation Tracking



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    Overall rating

    4,5 /5
    Value for Money
    Ease of Use
    Customer Support

    Already have Employee Navigator?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

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    Showing 5 reviews of 97
    Mark F.
    Overall rating
    • Industry: Insurance
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Employee Naviator is hard to beat... but could be slightly better for brand new users

    Reviewed on 2019/09/06

    Employee Navigator is the Microsoft for employee benefit management. There isn't a setup or...

    Employee Navigator is the Microsoft for employee benefit management. There isn't a setup or situation that this software can't handle. Being one of the largest software solutions of this space, its already connect to tons of insurance companies. It feeds data instantly and stays up to date as data changes. Portals include, other vendors, broker, employer and employees. This makes it easy to keep good communications.


    I love how this software is built for any situation. Crossing state lines, different pay rates, different classes, different plans offerings and on and on....


    As a brand new user, you will feel overwhelmed creating you new groups. The new user training/tutorials could be a little better. Make the training more predominant to new users. Also, offer 24 hour coaching for those learning the system for the first time.

    Jacqueline B.
    Overall rating
    • Industry: Insurance
    • Company size: 11-50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    If you care about tracking EOIs and compliance overrall... this one is for you

    Reviewed on 2019/12/10


    It has a great user interface and is easy for HR and employees to use. We received feedback from employees that the online enrollment flow is easy to use during our very first Open Enrollment on EN and that is saying something if the employees find it easy to use! Also the Evidence of Insurability tracking is easy and seamless. We and our client struggle and spend hours tracking and reviewing EOI from other systems while EN's is easy to build on the plan side and easy to understand from the employee and HR views. We also love the carrier integrations. We mostly have ancillary carrier integrations, no medical ones yet. I manage the 834 EDI feeds on the self-service system for our medical carriers and that is also easy to use. Finally we love the automatic reminders that can be scheduled for new hires and open enrollment and we love the ability to customize the notifications for different actions in the system both for broker and for client's HR team.


    It is a rules-based system so if you have clients who like to make their own rules , well then this will frustrate them. You do have the ability to manually edit effective dates of enrollments and coverage amounts but otherwise the extra effort of tracking and processing special exceptions will exhaust you and the client and it will also make the option of carrier integrations an impossibility because you will have so many error discrepancy reports to fix.

    You also only have one person from your agency who can contact service on your behalf unless you pay extra for another premier user. Sometimes this can be frustrating to funnel every question and issue through one person.

    Verified Reviewer
    Overall rating
    • Industry: Insurance
    • Company size: 11-50 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Lots of training, lots of fields

    Reviewed on 2021/02/09

    So far during the free trial it has been a lot of training and waiting and training and waiting - I...

    So far during the free trial it has been a lot of training and waiting and training and waiting - I wish it was more doing. I feel stuck and in a holding pattern right now, maybe that will change when I am able to begin working in it full time.


    There is a lot of customization that can be done, and a lot of reports that you can pull. It also seems to integrate with a lot of carrier enrollment systems - that is a huge plus.


    The training is a very long process - broken out by certain aspects of the system that you learn by watching then learn by doing in front of a trainer. This process of learning is just really long - I want to be able to get to work on day one, not have to wait weeks to be able to be in the system. One other thing, not having carrier applications in the system is hard - it is definitely a con over other systems as members want and carriers want the actual application filled out. And last it is strange to have one system administrator - or what they call prime user for an agency. My co-workers can't call with questions, they have to direct them to one user who has access to the customer service with Navigator. It causes a lot of work for our prime user.

    Verified Reviewer
    Overall rating
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 1.0 /10

    The front end needs work with regard to navigation but the back end is where the real trouble...

    Reviewed on 2018/03/07

    An automated healthcare enrollment portal for our contract employees.

    An automated healthcare enrollment portal for our contract employees.


    This software has helped us launch and maintain our employee healthcare benefits platform. I like the ability of the software to engage our employees and allow them to manage the process of enrollment firsthand.


    Accuracy of data management has been a real issue with this software. Information entered into Navigator at times has not translated into the actions intended. As a result, we've had to deal with rate issues, healthcare enrollments and cancellations being missed, and a host of reporting issues.

    Karen R.
    Overall rating
    • Industry: Insurance
    • Company size: 1 001-5 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Biggest Bang for Your Buck

    Reviewed on 2019/09/20


    What we and our clients love about Employee Navigator: it's very user-friendly, no need to print New Hire and Open Enrollment documents/handouts, abiltiy to add employee "tasks" and track those tasks, it's self-service, available 24-7, everything is on the portal. This saves them time and money.


    Setting up the plans for Vol STD and Vol LTD can be a little tricky and you really need to pay attention to the plan "rounding rules". Failure to do so will result in inaccurate employee costs.

    Showing 5 reviews of 97 Read all reviews

    Employee Navigator FAQs

    Below are some frequently asked questions for Employee Navigator.

    Employee Navigator offers the following pricing plans:

    • Starting from: US$445,00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    Enhanced: $445/month Enhanced plus: $545/month Elite: $755/month Platinum: $2100/month

    Employee Navigator offers the following features:

    • 1095-C & 1094-C reporting
    • ALE calculations
    • API availability
    • Ad hoc reporting
    • Affordability calculator
    • Agency management
    • Approval process control
    • Asset management
    • Asset tracking
    • Assignment management
    • Audit trail
    • Automatic employee updates
    • Automatic notifications
    • Bad data tracking
    • Beneficiary tracking
    • Benefit communication
    • Broadcast emails to HR
    • Broker notes
    • Carrier & payroll reporting
    • Carrier upload
    • Census data integration
    • Company & HR imports
    • Compliance documentation
    • Current election import
    • Customizable branding
    • Customizable event tracking
    • Customizable marketplace
    • Deadline tracking
    • Dependent management
    • Disability insurance administration
    • Document storage
    • EOI management
    • Education history
    • Emergency contacts
    • Employee lifecycle management
    • Employee notes
    • Employee onboarding
    • Employee self service
    • Enrollment change reporting
    • Event tracking
    • Forms management
    • HIPAA compliance
    • HR resource library
    • HRIS
    • Health insurance administration
    • Integrated COBRA administration
    • Integrated payroll
    • License & certificate tracking
    • Multi-line industries
    • Multiple product tracks
    • Online enrollment
    • Payroll change reporting
    • Permission management
    • Plan templates
    • Real time insight
    • Records management
    • Rules engine
    • Salary history
    • Self service portal
    • Self-service EDI
    • Serial number tracking
    • Shared notes
    • Single sign-on with HR360
    • Status tracking
    • Third party administrators
    • Time off management
    • Time off tracking
    • Total comp statements
    • Unlimited admin users
    • Vacation tracking
    • Variable hour management
    • Workflow tracking

    Employee Navigator has the following typical customers:

    Small Business, Mid Size Business

    Employee Navigator supports the following languages:

    English, Spanish

    Employee Navigator supports the following devices:


    Employee Navigator integrates with the following applications:

    AgencyBloc, Client Cloud, NextBee, Paycor, Paylocity

    Employee Navigator offers the following support options:

    Phone Support, Knowledge Base, Forum, Online Support, Video Tutorials

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