Empowering Brokers with
Automation
Want to onboard clients faster and smarter? Eppione automates enrollment, configuration, and communication prep, so you can save time for more important tasks.
What you see on your dashboard:
- Total clients at a glance
- Number of invites sent to set up onboarding
- Number of connected HRIS systems
- Benefits reviewed
- Automated report creation, scheduling, and delivery
Meet Eppione’s BrokerAI
Unlock Revenue. Retain Clients. Reduce Admin.
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.
Watch our on-demand webinar to learn more.
- 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.