7 workflow automations purpose-built on top of Ease — no data leaves your system, no parallel tool for your team to learn.
AI assembles the review pack from Applied Epic, BenefitPoint, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Ease — uses the native API or agent integration so nothing leaves the system of record.
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 Ease — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from Applied Epic data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Ease — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running Ease — uses the native API or agent integration so nothing leaves the system of record.
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 Ease — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from Applied Epic or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running Ease — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in Applied Epic, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Ease — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Ease for any repetitive process. Tell us what you'd automate.
