# Policy Renewal Outreach for Benefits Brokers with Ease

> 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.

- **Tool:** [Ease](https://calish.com/workflows/tool/ease/)
- **Role:** [Benefits Broker](https://calish.com/workflows/for/benefits-broker/)
- **Specialty:** Employee Benefits
- **Category:** Communication & Outreach
- **Canonical URL:** https://calish.com/workflows/with/policy-renewal-outreach-for-benefits-broker-with-ease/

## The Problem

Employee Benefits policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.

## What We Build in Ease

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.

## Ease Integration Approach

1. **Audit your Ease configuration.** We map the specific Ease objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
2. **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.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Ease with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Policy Renewal Outreach for Benefits Brokers](https://calish.com/workflows/policy-renewal-outreach-for-benefits-broker/)
- 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.

## Other Ease Automations

- [Client Meeting Prep Pack for Benefits Brokers](https://calish.com/workflows/with/client-meeting-prep-pack-for-benefits-broker-with-ease/)
- [Portfolio Drift & Rebalance Alerts for Benefits Brokers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-benefits-broker-with-ease/)
- [Quarterly Commentary & Client Letter for Benefits Brokers](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-benefits-broker-with-ease/)
- [Communication Compliance Surveillance for Benefits Brokers](https://calish.com/workflows/with/communication-compliance-surveillance-for-benefits-broker-with-ease/)
- [Loan File Assembly for Benefits Brokers](https://calish.com/workflows/with/loan-file-assembly-for-benefits-broker-with-ease/)
- [Conditional Approval Response for Benefits Brokers](https://calish.com/workflows/with/conditional-approval-response-for-benefits-broker-with-ease/)

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