Portfolio Drift & Rebalance Alerts for Benefits Brokers with BenefitPoint
The Problem
Employee Benefits portfolios drift past tolerance in Applied Epic between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.
What We Build in BenefitPoint
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running BenefitPoint — uses the native API or agent integration so nothing leaves the system of record.
BenefitPoint Integration Approach
Audit your BenefitPoint configuration
We map the specific BenefitPoint objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
Build on the BenefitPoint API or agent
Integration happens inside BenefitPoint — 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 BenefitPoint with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your BenefitPoint instance
30-minute call. We'll look at your actual BenefitPoint setup and show exactly how this workflow fits.