A plan manager that partners with you.
Refer participants with confidence, upload documents securely, and stay informed throughout onboarding — with a team that treats your participants like their own.
Simple referrals. Clear updates.
Support coordinators carry the weight of many participants' plans. The last thing you need is a plan manager who's hard to reach or slow to act.
EZ gives you a simple referral form, secure document upload and clear onboarding updates — so you can focus on coordination, not admin.
- Quick, structured referrals
- Secure document upload
- A team that's easy to reach
Referral Status
Referral received
We've received your referral
Participant contacted
We've reached out to the participant
Documents required
Awaiting supporting documents
Service agreement sent
Agreement ready for review
Participant active
Plan management underway
Sample statuses shown for illustration.
Tools that make your job easier
Fast online referral form
Refer participants in minutes with our simple online form.
Referral acknowledgement
You'll receive confirmation that your referral has been received.
Clear onboarding updates
Stay informed throughout the onboarding process.
Dedicated contact pathway
A direct line to our team when you need to reach us.
Refer a participant with confidence.
Use our online referral form — it only takes a few minutes.