## Maximize Revenue by leveraging AI

Eppione has built a best-in-class, AI-powered, global employee benefits platform. What makes us different is that we see our technology as an enabler to delivering outstanding business growth, operational efficiency, and improved compliance. We do not see the tech as the endgame in itself.

## **Save Time 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

[Book a Demo](/content/book-a-demo/?utm_source=eppione&utm_medium=page&utm_campaign=broker&rfid=nca_broker_tools/index.html)

## **Unlock Revenue, Retain Clients, and Reduce Admin** with AI

**Eppione has built powerful new broker tools**, 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.**

[Watch Webinar](https://us02web.zoom.us/webinar/register/5817458367760/WN_58GVmv7DS8iHl_gG-TEIhA)

- **Rules-Based Opportunity Engine**
  
  Detect upsell, cross-sell, and optimization opportunities at both the 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.

## **Simplify**  **Renewal Management**

Streamline every stage of the employee benefits renewal process with full visibility and control. Easily manage renewals, track commissions, and generate quotes in the same place you manage your clients.

- Renewal Tracking: Pending, In Progress, Completed, Overdue
- Commission Overview: Projected Earnings, Completed Earnings **,** and Completion Rate
- Benefit Templates & Quote Generation for faster setup

[Book a Demo](/content/book-a-demo/?utm_source=eppione&utm_medium=page&utm_campaign=broker&rfid=nca_broker_tools/index.html)

> We would be more than happy to recommend Eppione to anyone looking for a new provider.
> 
> **Denise Bowie**
> 
> Illuminate Technologies
> 
> I can’t recommend Eppione enough to any other SMEs looking for a slick, hassle-free option for their HR system.
> 
> **Victor Brown** Villedieu
> 
> I couldn’t recommend the Eppione team highly enough.
> 
> **Wesley O’Neil**Trinity Biotech
> 
> 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
> 
> 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