Communication Compliance Surveillance for Benefits Brokers with Applied Epic
The Problem
Every email, text, and social message from a Employee Benefits advisor is regulated — manual surveillance samples tiny fractions and misses real issues.
What We Build in Applied Epic
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. Purpose-built for teams running Applied Epic — uses the native API or agent integration so nothing leaves the system of record.
Applied Epic Integration Approach
Audit your Applied Epic configuration
We map the specific Applied Epic objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
Build on the Applied Epic API or agent
Integration happens inside Applied Epic — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Applied Epic with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Applied Epic instance
30-minute call. We'll look at your actual Applied Epic setup and show exactly how this workflow fits.