Custom AI workflows built specifically for employee benefits: deep integrations with the Applied Epic stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI tracks every renewal date in Applied Epic, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.
AI builds the submission from the broker's intake, routes to carrier APIs via Applied Epic, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.
AI assembles the review pack from Applied Epic, BenefitPoint, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI drafts firm-level commentary and personalizes per-client paragraphs from Applied Epic data — every client gets a relevant letter, not boilerplate.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
AI ingests each document into Applied Epic, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop.
The workflows above are starting points. Every employee benefits operation runs differently — we build what you actually need.
