Employee Benefits Brokers

Maximize Revenue & Ensure Compliance Effortlessly

Maximize Revenue & Ensure Compliance Effortlessly

Eppione equips you with one solution to enhance your service offering and strengthen client relationships—all while ensuring compliance and driving revenue.

Learn About BrokerAI
Maximize Revenue & Ensure Compliance Effortlessly

Empowering Brokers to Drive
Drive Growth and Client Retention

At Eppione, we understand the pivotal role brokers play in delivering exceptional employee benefits solutions.

Our platform is designed to enhance your service offerings, streamline operations, and foster long-term client relationships—all while unlocking valuable upsell opportunities through powerful data insights.

See Eppione in Action
  • Enhance Client Engagement and Retention
  • Increase Policy Uptake
  • Surface Revenue Opportunities
  • Free Time for Relationship-building

Meet Eppione’s BrokerAI
Unlock Revenue. Retain Clients. Reduce Admin.

BrokerAI for Brokers on Laptop

BrokerAI is a powerful new module within the Eppione platform, built specifically with brokers in mind. This will help insurance intermediaries and benefits consultants as it transforms employer and employee data into revenue-driving insights—automatically.

It works seamlessly with existing client data to provide actionable insights and automate key processes—helping you work smarter, not harder.

Demo BrokerAI Now
  • Rules-Based Opportunity Engine
    Detect upsell, cross-sell, and optimization opportunities at both employer and individual levels.
  • Opportunity Dashboard
    A single view of all client opportunities—segmented by revenue potential, missing coverage, renewal urgency, etc.
  • High Net Worth (HNW) Opportunity Detection
    Instantly identify top employees earning without core protections, then trigger upsell workflows directly.
  • Renewal Tracking & Alerts
    Receive proactive alerts for upcoming benefit renewals. Prioritise accounts at risk and plan reviews early.
  • Exportable Client Reports
    Download client-facing, insight-rich reports in seconds—ready for QBRs, pitch decks, or mid-year reviews.
  • Data Cleansing & Upload Tools
    Clean messy client files, validate benefits data, and populate the Eppione platform in a few clicks.
  • Smart Notifications & Alerts
    Get notified when client data changes, renewals approach, or major gaps are found in benefit offerings.
  • Coverage Benchmarking & Health Scoring
    Visualise coverage penetration across core benefits, benchmark against similar clients, and highlight risk exposures.

All are seamlessly integrated into the Eppione platform – your clients are in one place.

With over 40 HRIS integrations and a smart rules engine, compliance is made easy.

Get Started with Eppione

I can’t recommend Eppione enough to any other SMEs looking for a slick, hassle-free option for their HR system.

Victor Brown
Villedieu

We would be more than happy to recommend Eppione to anyone looking for a new provider.

Denise Bowie
Illuminate Technologies

I couldn’t recommend the Eppione team highly enough.

Wesley O’Neil
Trinity Biotech

We were blown away by the simplicity and functionality.

Jenn Miller
SentryOne

We are delighted to be working with Eppione to provide state-of-the-art payroll solutions.

Anthony Cronin
Flexiwage

Eppione has made the whole process easy for us at TDAS, especially when this is a new initiative for us. The team were responsive, supportive, and understanding to our needs. The team and I are grateful we have life cover in place that really meets our needs. Thank you.

Samantha Fisher
TDAS