Loan File Assembly for Benefits Brokers with Employee Navigator
The Problem
A Employee Benefits loan file needs income docs, asset statements, credit, appraisal, and 20 disclosures — and half of them come in wrong the first time.
What We Build in Employee Navigator
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. Purpose-built for teams running Employee Navigator — uses the native API or agent integration so nothing leaves the system of record.
Employee Navigator Integration Approach
Audit your Employee Navigator configuration
We map the specific Employee Navigator objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
Build on the Employee Navigator API or agent
Integration happens inside Employee Navigator — 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 Employee Navigator with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Employee Navigator instance
30-minute call. We'll look at your actual Employee Navigator setup and show exactly how this workflow fits.