Conditional Approval Response for Benefits Brokers with Ease
The Problem
Underwriter conditions come back on every Employee Benefits loan — the LO drops everything to gather responses, then the file sits again.
What We Build in Ease
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.
Ease Integration Approach
Audit your Ease configuration
We map the specific Ease objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
Build on the Ease API or agent
Integration happens inside Ease — 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 Ease with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Ease instance
30-minute call. We'll look at your actual Ease setup and show exactly how this workflow fits.