Policy Renewal Outreach for Benefits Brokers 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
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.